CGVV vs. CDC
CGVV (Capital Group U.S. Large Value ETF) and CDC (VictoryShares US EQ Income Enhanced Volatility Wtd ETF) are both exchange-traded funds - CGVV is a Large Cap Value Equities fund actively managed by Capital Group, while CDC is a Low Volatility fund tracking the Nasdaq Victory U.S. Large Cap High Dividend 100 Long/Cash Volatility Weighted Index. CGVV is actively managed, while CDC is passively managed. Over the past year, CGVV returned 29.35% vs 22.83% for CDC. Their 0.50 correlation means their historical movements had little consistent relationship. CGVV charges 0.33%/yr vs 0.37%/yr for CDC.
Performance
CGVV vs. CDC - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with CGVV having a 18.48% return and CDC slightly lower at 17.86%.
CGVV
- 1D
- 1.76%
- 1M
- 3.35%
- 6M
- 11.37%
- YTD
- 18.48%
- 1Y
- 29.35%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 23.51%
CDC
- 1D
- 0.32%
- 1M
- 0.75%
- 6M
- 10.89%
- YTD
- 17.86%
- 1Y
- 22.83%
- 3Y*
- 14.17%
- 5Y*
- 6.93%
- 10Y*
- 10.31%
- ALL TIME*
- 10.03%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.02M | $962.07K | $1.21M | |
| $1.16M | $1.65M | $1.67M |
CGVV vs. CDC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
CGVV Capital Group U.S. Large Value ETF | 18.48% | 6.55% |
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF | 17.86% | 6.93% |
Correlation
The correlation between CGVV and CDC is 0.47, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.47 |
Correlation (All Time) Calculated using the full available price history since Jun 26, 2025 | 0.50 |
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Return for Risk
CGVV vs. CDC — Risk / Return Rank
CGVV
CDC
CGVV vs. CDC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group U.S. Large Value ETF (CGVV) and VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC). 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.
| CGVV | CDC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.10 | ||
| Sortino ratioReturn per unit of downside risk | -0.34 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.38 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.92 | 4.05 | -1.13 |
| Martin ratioReturn relative to average drawdown | 11.97 | 14.28 | -2.31 |
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Drawdowns
CGVV vs. CDC - Drawdown Comparison
The maximum CGVV drawdown since its inception was -10.11%, smaller than the maximum CDC drawdown of -21.37%. Use the drawdown chart below to compare losses from any high point for CGVV and CDC.
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Drawdown Indicators
| CGVV | CDC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.11% | -21.37% | +11.26% |
Max Drawdown (1Y)Largest decline over 1 year | -10.11% | -5.67% | -4.44% |
Max Drawdown (3Y)Largest decline over 3 years | — | -12.70% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.37% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -21.37% | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.91% | +1.91% |
Average DrawdownAverage peak-to-trough decline | -1.53% | -5.05% | +3.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.46% | 1.60% | +0.86% |
Volatility
CGVV vs. CDC - Volatility Comparison
Capital Group U.S. Large Value ETF (CGVV) and VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) have volatilities of 3.78% and 3.84%, 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.
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Volatility by Period
| CGVV | CDC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.78% | 3.84% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 10.77% | 7.78% | +2.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.90% | 10.32% | +3.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.73% | 12.56% | +1.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.73% | 13.22% | +0.51% |
CGVV vs. CDC - Expense Ratio Comparison
CGVV has a 0.33% expense ratio, which is lower than CDC's 0.37% expense ratio.
Dividends
CGVV vs. CDC - Dividend Comparison
CGVV's dividend yield for the trailing twelve months is around 0.82%, less than CDC's 3.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF | 3.05% | 3.36% | 3.32% | 4.24% | 3.48% | 2.65% | 2.48% | 3.04% | 3.37% | 2.81% | 2.99% | 3.17% |
CGVV Capital Group U.S. Large Value ETF | 0.82% | 0.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CGVV and CDC have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CDC has higher volatility (3.84%) compared to CGVV (3.78%). In terms of maximum drawdown, CGVV dropped -10.11% vs CDC's -21.37%.
On 1-year performance, CGVV leads with 29.35% vs 22.83% for CDC. On fees, CGVV is cheaper at 0.33% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, CGVV has performed better with a 29.35% return vs 22.83%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
CGVV is cheaper with a 0.33% expense ratio, compared with 0.37% for CDC.
CDC has the higher dividend yield at 3.05%, compared with 0.82% for CGVV.
CGVV is categorized as Large Cap Value Equities, while CDC is Low Volatility. They also come from different issuers: Capital Group and Crestview. Their fees differ too: 0.33% for CGVV and 0.37% for CDC.
CDC currently has the higher Sharpe Ratio (2.23 vs 2.13), 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.
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