CGUS vs. VOO
Compare and contrast key facts about Capital Group Core Equity ETF (CGUS) and Vanguard S&P 500 ETF (VOO).
CGUS and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGUS or VOO.
Performance
CGUS vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, CGUS achieves a 24.51% return, which is significantly lower than VOO's 26.16% return.
CGUS
24.51%
0.58%
12.02%
31.12%
N/A
N/A
VOO
26.16%
1.77%
13.62%
32.33%
15.68%
13.18%
Key characteristics
| CGUS | VOO | |
|---|---|---|
| Sharpe Ratio | 2.65 | 2.70 |
| Sortino Ratio | 3.54 | 3.60 |
| Omega Ratio | 1.49 | 1.50 |
| Calmar Ratio | 4.73 | 3.90 |
| Martin Ratio | 20.75 | 17.65 |
| Ulcer Index | 1.53% | 1.86% |
| Daily Std Dev | 12.01% | 12.19% |
| Max Drawdown | -21.86% | -33.99% |
| Current Drawdown | -1.93% | -0.86% |
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CGUS vs. VOO - Expense Ratio Comparison
CGUS has a 0.33% expense ratio, which is higher than VOO's 0.03% expense ratio.
Correlation
The correlation between CGUS and VOO is 0.98, 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. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group Core Equity ETF (CGUS) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
CGUS's dividend yield for the trailing twelve months is around 1.00%, less than VOO's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGUS Capital Group Core Equity ETF | 1.00% | 1.22% | 1.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
CGUS vs. VOO - Drawdown Comparison
The maximum CGUS drawdown since its inception was -21.86%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CGUS and VOO. For additional features, visit the drawdowns tool.
Volatility
CGUS vs. VOO - Volatility Comparison
Capital Group Core Equity ETF (CGUS) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.92% and 3.99%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.