CGUS vs. AVLV
Compare and contrast key facts about Capital Group Core Equity ETF (CGUS) and Avantis U.S. Large Cap Value ETF (AVLV).
CGUS and AVLV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CGUS is an actively managed fund by Capital Group. It was launched on Feb 22, 2022. AVLV is a passively managed fund by American Century Investments that tracks the performance of the Russell 1000 Value Index. It was launched on Sep 21, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGUS or AVLV.
Performance
CGUS vs. AVLV - Performance Comparison
Returns By Period
In the year-to-date period, CGUS achieves a 24.12% return, which is significantly higher than AVLV's 20.58% return.
CGUS
24.12%
0.00%
10.40%
31.10%
N/A
N/A
AVLV
20.58%
2.21%
9.44%
29.59%
N/A
N/A
Key characteristics
| CGUS | AVLV | |
|---|---|---|
| Sharpe Ratio | 2.67 | 2.40 |
| Sortino Ratio | 3.57 | 3.37 |
| Omega Ratio | 1.49 | 1.44 |
| Calmar Ratio | 4.78 | 3.56 |
| Martin Ratio | 21.11 | 13.40 |
| Ulcer Index | 1.52% | 2.25% |
| Daily Std Dev | 12.04% | 12.60% |
| Max Drawdown | -21.86% | -19.34% |
| Current Drawdown | -2.24% | -1.35% |
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CGUS vs. AVLV - Expense Ratio Comparison
CGUS has a 0.33% expense ratio, which is higher than AVLV's 0.15% expense ratio.
Correlation
The correlation between CGUS and AVLV is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
CGUS vs. AVLV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group Core Equity ETF (CGUS) and Avantis U.S. Large Cap Value ETF (AVLV). 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.
Dividends
CGUS vs. AVLV - Dividend Comparison
CGUS's dividend yield for the trailing twelve months is around 1.00%, less than AVLV's 1.54% yield.
| TTM | 2023 | 2022 | 2021 | |
|---|---|---|---|---|
CGUS Capital Group Core Equity ETF | 1.00% | 1.22% | 1.11% | 0.00% |
AVLV Avantis U.S. Large Cap Value ETF | 1.54% | 1.85% | 2.00% | 0.29% |
Drawdowns
CGUS vs. AVLV - Drawdown Comparison
The maximum CGUS drawdown since its inception was -21.86%, which is greater than AVLV's maximum drawdown of -19.34%. Use the drawdown chart below to compare losses from any high point for CGUS and AVLV. For additional features, visit the drawdowns tool.
Volatility
CGUS vs. AVLV - Volatility Comparison
The current volatility for Capital Group Core Equity ETF (CGUS) is 4.03%, while Avantis U.S. Large Cap Value ETF (AVLV) has a volatility of 4.50%. This indicates that CGUS experiences smaller price fluctuations and is considered to be less risky than AVLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.