CGVV vs. CGCP
CGVV (Capital Group U.S. Large Value ETF) and CGCP (Capital Group Core Plus Income ETF) are both exchange-traded funds - CGVV is a Large Cap Value Equities fund actively managed by Capital Group, while CGCP is a Intermediate Core-Plus Bond fund actively managed by Capital Group. Both are actively managed. At a 0.43 correlation, their price movements are largely independent. CGVV charges 0.33%/yr vs 0.34%/yr for CGCP.
Performance
CGVV vs. CGCP - Performance Comparison
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Returns By Period
In the year-to-date period, CGVV achieves a 14.91% return, which is significantly higher than CGCP's 0.38% return.
CGVV
- 1D
- 0.19%
- 1M
- 2.78%
- YTD
- 14.91%
- 6M
- 13.88%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CGCP
- 1D
- -0.27%
- 1M
- 0.45%
- YTD
- 0.38%
- 6M
- 0.50%
- 1Y
- 4.94%
- 3Y*
- 5.14%
- 5Y*
- —
- 10Y*
- —
CGVV vs. CGCP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
CGVV Capital Group U.S. Large Value ETF | 14.91% | 6.55% |
CGCP Capital Group Core Plus Income ETF | 0.38% | 3.85% |
Correlation
The correlation between CGVV and CGCP is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 26, 2025 | 0.43 |
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Return for Risk
CGVV vs. CGCP — Risk / Return Rank
CGVV
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
CGCP
CGVV vs. CGCP - 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 Plus Income ETF (CGCP). 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 | CGCP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.24 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.92 | — |
| Martin ratioReturn relative to average drawdown | — | 6.06 | — |
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Drawdowns
CGVV vs. CGCP - Drawdown Comparison
The maximum CGVV drawdown since its inception was -10.11%, smaller than the maximum CGCP drawdown of -15.06%. Use the drawdown chart below to compare losses from any high point for CGVV and CGCP.
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Drawdown Indicators
| CGVV | CGCP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.11% | -15.06% | +4.95% |
Max Drawdown (1Y)Largest decline over 1 year | — | -2.59% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -5.37% | — |
Current DrawdownCurrent decline from peak | -0.06% | -1.12% | +1.06% |
Average DrawdownAverage peak-to-trough decline | -1.61% | -4.88% | +3.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.82% | — |
Volatility
CGVV vs. CGCP - Volatility Comparison
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Volatility by Period
| CGVV | CGCP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.12% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 2.81% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.82% | 3.67% | +10.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.82% | 6.34% | +7.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.82% | 6.34% | +7.48% |
CGVV vs. CGCP - Expense Ratio Comparison
CGVV has a 0.33% expense ratio, which is lower than CGCP's 0.34% expense ratio.
Dividends
CGVV vs. CGCP - Dividend Comparison
CGVV's dividend yield for the trailing twelve months is around 0.50%, less than CGCP's 5.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
CGCP Capital Group Core Plus Income ETF | 5.16% | 5.10% | 5.17% | 4.98% | 2.96% |
CGVV Capital Group U.S. Large Value ETF | 0.50% | 0.57% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CGVV and CGCP have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CGVV is cheaper at 0.33% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CGVV is cheaper with a 0.33% expense ratio, compared with 0.34% for CGCP.
CGCP has the higher dividend yield at 5.16%, compared with 0.50% for CGVV.
CGVV is categorized as Large Cap Value Equities, while CGCP is Intermediate Core-Plus Bond. Their fees differ too: 0.33% for CGVV and 0.34% for CGCP.
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