CGUS vs. AVIE

Last updated Jul 14, 2026

CGUS (Capital Group Core Equity ETF) and AVIE (Avantis Inflation Focused Equity ETF) are both Large Cap Blend Equities funds. Both are actively managed. Over the past 3 years, CGUS returned 20.76%/yr vs 13.54%/yr for AVIE. A 0.52 correlation means they provide meaningful diversification when combined. CGUS charges 0.33%/yr vs 0.25%/yr for AVIE.

Performance

CGUS vs. AVIE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Capital Group Core Equity ETF (CGUS) and Avantis Inflation Focused Equity ETF (AVIE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CGUS achieves a 10.94% return, which is significantly lower than AVIE's 16.94% return.

CGUS

• 1D: -0.79%
• 1M: 1.86%
• 6M: 8.43%
• YTD: 10.94%
• 1Y: 19.41%
• 3Y*: 20.76%
• 5Y*: —
• 10Y*: —

AVIE

• 1D: 1.05%
• 1M: 1.67%
• 6M: 14.10%
• YTD: 16.94%
• 1Y: 25.91%
• 3Y*: 13.54%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CGUS vs. AVIE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
CGUS Capital Group Core Equity ETF	10.94%	16.21%	24.89%	27.72%	7.34%
AVIE Avantis Inflation Focused Equity ETF	16.94%	11.37%	6.17%	4.19%	15.20%

Correlation

The correlation between CGUS and AVIE is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.18
Correlation (3Y) Calculated over the trailing 3-year period	0.43
Correlation (All Time) Calculated using the full available price history since Sep 29, 2022	0.52

Over the past year, the correlation between CGUS and AVIE has dropped to 0.18 - well below their long-term average of 0.52, suggesting their price drivers have been diverging.

CGUS vs. AVIE - Sectors Allocation Comparison

Sectors	CGUS	AVIE
Technology	40.7%	0.1%
Communication Services	10.6%	-
Consumer Cyclical	10.0%	0.0%
Financial Services	9.2%	15.0%
Healthcare	8.8%	26.3%
Industrials	8.4%	1.3%
Energy	3.5%	30.0%
Consumer Defensive	3.4%	17.1%
Basic Materials	2.3%	9.8%
Utilities	1.8%	0.0%
Real Estate	1.4%	0.1%

Return for Risk

CGUS vs. AVIE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CGUS

CGUS Risk / Return Rank: 56
CGUS Sharpe Ratio Rank: 55
CGUS Sortino Ratio Rank: 53
CGUS Omega Ratio Rank: 55
CGUS Calmar Ratio Rank: 51
CGUS Martin Ratio Rank: 65

AVIE

AVIE Risk / Return Rank: 92
AVIE Sharpe Ratio Rank: 92
AVIE Sortino Ratio Rank: 93
AVIE Omega Ratio Rank: 90
AVIE Calmar Ratio Rank: 93
AVIE Martin Ratio Rank: 90

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CGUS vs. AVIE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Capital Group Core Equity ETF (CGUS) and Avantis Inflation Focused Equity ETF (AVIE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	CGUS	AVIE	Difference
Sharpe ratio: Return per unit of total volatility	1.49	2.55	-1.07
Sortino ratio: Return per unit of downside risk	2.07	3.70	-1.63
Omega ratio: Gain probability vs. loss probability	1.27	1.45	-0.18
Calmar ratio: Return relative to maximum drawdown	2.03	5.24	-3.21
Martin ratio: Return relative to average drawdown	9.21	16.43	-7.22

CGUS vs. AVIE - Sharpe Ratio Comparison

The current CGUS Sharpe Ratio is 1.49, which is lower than the AVIE Sharpe Ratio of 2.55. The chart below compares the historical Sharpe Ratios of CGUS and AVIE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

CGUS vs. AVIE - Drawdown Comparison

The maximum CGUS drawdown since its inception was -21.86%, which is greater than AVIE's maximum drawdown of -12.39%. Use the drawdown chart below to compare losses from any high point for CGUS and AVIE.

Drawdown Indicators

	CGUS	AVIE	Difference
Max Drawdown Largest peak-to-trough decline	-21.86%	-12.39%	-9.47%
Max Drawdown (1Y) Largest decline over 1 year	-9.59%	-4.97%	-4.62%
Max Drawdown (3Y) Largest decline over 3 years	-18.06%	-12.39%	-5.67%
Current Drawdown Current decline from peak	-0.79%	-0.07%	-0.72%
Average Drawdown Average peak-to-trough decline	-4.56%	-2.97%	-1.59%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.11%	1.60%	+0.51%

Volatility

CGUS vs. AVIE - Volatility Comparison

Capital Group Core Equity ETF (CGUS) has a higher volatility of 4.18% compared to Avantis Inflation Focused Equity ETF (AVIE) at 3.66%. This indicates that CGUS's price experiences larger fluctuations and is considered to be riskier than AVIE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CGUS	AVIE	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.18%	3.66%	+0.52%
Volatility (6M) Calculated over the trailing 6-month period	10.49%	7.47%	+3.02%
Volatility (1Y) Calculated over the trailing 1-year period	13.12%	10.21%	+2.91%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.46%	12.90%	+3.56%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.46%	12.90%	+3.56%

CGUS vs. AVIE - Expense Ratio Comparison

CGUS has a 0.33% expense ratio, which is higher than AVIE's 0.25% expense ratio.

Dividends

CGUS vs. AVIE - Dividend Comparison

CGUS's dividend yield for the trailing twelve months is around 0.83%, less than AVIE's 1.42% yield.

Position	TTM	2025	2024	2023	2022
AVIE Avantis Inflation Focused Equity ETF	1.42%	1.75%	1.89%	3.72%	0.39%
CGUS Capital Group Core Equity ETF	0.83%	0.95%	1.02%	1.22%	1.10%

Frequently Asked Questions

Can I hold both CGUS and AVIE in my portfolio?

CGUS and AVIE have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, CGUS or AVIE?

CGUS has higher volatility (4.18%) compared to AVIE (3.66%). In terms of maximum drawdown, CGUS dropped -21.86% vs AVIE's -12.39%.

Which ETF is better, CGUS or AVIE?

On 3-year performance, CGUS leads with 20.76% vs 13.54% for AVIE. On fees, AVIE is cheaper at 0.25% per year. On volatility, AVIE has been the lower-risk option at 3.66%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, CGUS or AVIE?

Over the 3-year period, CGUS has performed better with a 20.76% return vs 13.54%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, CGUS or AVIE?

AVIE is cheaper with a 0.25% expense ratio, compared with 0.33% for CGUS.

Which ETF pays a higher dividend yield, CGUS or AVIE?

AVIE has the higher dividend yield at 1.42%, compared with 0.83% for CGUS.

What is the main difference between CGUS and AVIE?

They also come from different issuers: Capital Group and Avantis. Their fees differ too: 0.33% for CGUS and 0.25% for AVIE.

Which has better risk-adjusted returns?

AVIE currently has the higher Sharpe Ratio (2.55 vs 1.49), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.