CGVV vs. CGBL
Compare and contrast key facts about Capital Group U.S. Large Value ETF (CGVV) and Capital Group Core Balanced ETF (CGBL).
CGVV and CGBL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CGVV is an actively managed fund by Capital Group. It was launched on Jun 24, 2025. CGBL is an actively managed fund by Capital Group. It was launched on Sep 26, 2023.
Performance
CGVV vs. CGBL - Performance Comparison
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CGVV vs. CGBL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
CGVV Capital Group U.S. Large Value ETF | 0.11% | 6.41% |
CGBL Capital Group Core Balanced ETF | -1.70% | 7.80% |
Returns By Period
In the year-to-date period, CGVV achieves a 0.11% return, which is significantly higher than CGBL's -1.70% return.
CGVV
- 1D
- 0.67%
- 1M
- -5.92%
- YTD
- 0.11%
- 6M
- 2.02%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CGBL
- 1D
- -0.03%
- 1M
- -3.42%
- YTD
- -1.70%
- 6M
- 0.14%
- 1Y
- 13.25%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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CGVV vs. CGBL - Expense Ratio Comparison
Both CGVV and CGBL have an expense ratio of 0.33%.
Return for Risk
CGVV vs. CGBL — Risk / Return Rank
CGVV
CGBL
CGVV vs. CGBL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group U.S. Large Value ETF (CGVV) and Capital Group Core Balanced ETF (CGBL). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| CGVV | CGBL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.07 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 1.47 | -0.82 |
Correlation
The correlation between CGVV and CGBL is 0.79, 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.
Dividends
CGVV vs. CGBL - Dividend Comparison
CGVV's dividend yield for the trailing twelve months is around 0.57%, less than CGBL's 2.03% yield.
| TTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
CGVV Capital Group U.S. Large Value ETF | 0.57% | 0.57% | 0.00% | 0.00% |
CGBL Capital Group Core Balanced ETF | 2.03% | 1.98% | 1.92% | 0.48% |
Drawdowns
CGVV vs. CGBL - Drawdown Comparison
The maximum CGVV drawdown since its inception was -10.11%, smaller than the maximum CGBL drawdown of -11.66%. Use the drawdown chart below to compare losses from any high point for CGVV and CGBL.
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Drawdown Indicators
| CGVV | CGBL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.11% | -11.66% | +1.55% |
Max Drawdown (1Y)Largest decline over 1 year | — | -7.88% | — |
Current DrawdownCurrent decline from peak | -7.22% | -5.29% | -1.93% |
Average DrawdownAverage peak-to-trough decline | -1.75% | -1.32% | -0.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.03% | — |
Volatility
CGVV vs. CGBL - Volatility Comparison
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Volatility by Period
| CGVV | CGBL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.48% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.39% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.53% | 12.41% | +1.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.53% | 11.00% | +2.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.53% | 11.00% | +2.53% |