CGVV vs. CGUS

Last updated Jul 15, 2026

CGVV (Capital Group U.S. Large Value ETF) and CGUS (Capital Group Core Equity ETF) are both exchange-traded funds - CGVV is a Large Cap Value Equities fund actively managed by Capital Group, while CGUS is a Large Cap Blend Equities fund actively managed by Capital Group. Both are actively managed. Over the past year, CGVV returned 19.83% vs 19.35% for CGUS. A 0.77 correlation means they provide meaningful diversification when combined. Both charge a 0.33% expense ratio.

Performance

CGVV vs. CGUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Capital Group U.S. Large Value ETF (CGVV) and Capital Group Core Equity ETF (CGUS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CGVV achieves a 14.38% return, which is significantly higher than CGUS's 11.11% return.

CGVV

• 1D: -0.16%
• 1M: 0.62%
• 6M: 10.00%
• YTD: 14.38%
• 1Y: 19.83%
• 3Y*: —
• 5Y*: —
• 10Y*: —

CGUS

• 1D: 0.16%
• 1M: 2.02%
• 6M: 8.92%
• YTD: 11.11%
• 1Y: 19.35%
• 3Y*: 20.83%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CGVV vs. CGUS - Yearly Performance Comparison

	2026 (YTD)	2025
CGVV Capital Group U.S. Large Value ETF	14.38%	6.55%
CGUS Capital Group Core Equity ETF	11.11%	11.61%

Correlation

The correlation between CGVV and CGUS is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.78
Correlation (All Time) Calculated using the full available price history since Jun 26, 2025	0.77

The correlation between CGVV and CGUS has been stable across timeframes, ranging from 0.77 to 0.78 - a consistent structural relationship.

Return for Risk

CGVV vs. CGUS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CGVV

CGVV Risk / Return Rank: 51
CGVV Sharpe Ratio Rank: 52
CGVV Sortino Ratio Rank: 52
CGVV Omega Ratio Rank: 48
CGVV Calmar Ratio Rank: 49
CGVV Martin Ratio Rank: 56

CGUS

CGUS Risk / Return Rank: 55
CGUS Sharpe Ratio Rank: 54
CGUS Sortino Ratio Rank: 52
CGUS Omega Ratio Rank: 54
CGUS Calmar Ratio Rank: 50
CGUS Martin Ratio Rank: 64

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CGVV vs. CGUS - 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 Equity ETF (CGUS). 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	CGUS	Difference
Sharpe ratio: Return per unit of total volatility	1.43	1.48	-0.05
Sortino ratio: Return per unit of downside risk	2.05	2.06	-0.01
Omega ratio: Gain probability vs. loss probability	1.25	1.27	-0.02
Calmar ratio: Return relative to maximum drawdown	1.97	2.03	-0.06
Martin ratio: Return relative to average drawdown	7.69	9.18	-1.49

CGVV vs. CGUS - Sharpe Ratio Comparison

The current CGVV Sharpe Ratio is 1.43, which is comparable to the CGUS Sharpe Ratio of 1.48. The chart below compares the historical Sharpe Ratios of CGVV and CGUS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

CGVV vs. CGUS - Drawdown Comparison

The maximum CGVV drawdown since its inception was -10.11%, smaller than the maximum CGUS drawdown of -21.86%. Use the drawdown chart below to compare losses from any high point for CGVV and CGUS.

Drawdown Indicators

	CGVV	CGUS	Difference
Max Drawdown Largest peak-to-trough decline	-10.11%	-21.86%	+11.75%
Max Drawdown (1Y) Largest decline over 1 year	-10.11%	-9.59%	-0.52%
Max Drawdown (3Y) Largest decline over 3 years	—	-18.06%	—
Current Drawdown Current decline from peak	-0.78%	-0.64%	-0.14%
Average Drawdown Average peak-to-trough decline	-1.56%	-4.56%	+3.00%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.59%	2.11%	+0.48%

Volatility

CGVV vs. CGUS - Volatility Comparison

Capital Group U.S. Large Value ETF (CGVV) and Capital Group Core Equity ETF (CGUS) have volatilities of 3.78% and 3.78%, 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.

Volatility by Period

	CGVV	CGUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.78%	3.78%	0.00%
Volatility (6M) Calculated over the trailing 6-month period	10.65%	10.47%	+0.18%
Volatility (1Y) Calculated over the trailing 1-year period	13.90%	13.10%	+0.80%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.72%	16.45%	-2.73%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.72%	16.45%	-2.73%

CGVV vs. CGUS - Expense Ratio Comparison

Both CGVV and CGUS have an expense ratio of 0.33%.

Dividends

CGVV vs. CGUS - Dividend Comparison

CGVV's dividend yield for the trailing twelve months is around 0.85%, more than CGUS's 0.83% yield.

Position	TTM	2025	2024	2023	2022
CGUS Capital Group Core Equity ETF	0.83%	0.95%	1.02%	1.22%	1.10%
CGVV Capital Group U.S. Large Value ETF	0.85%	0.57%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both CGVV and CGUS in my portfolio?

CGVV and CGUS have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, CGVV or CGUS?

CGUS has higher volatility (3.78%) compared to CGVV (3.78%). In terms of maximum drawdown, CGVV dropped -10.11% vs CGUS's -21.86%.

Which ETF is better, CGVV or CGUS?

On 1-year performance, CGVV leads with 19.83% vs 19.35% for CGUS. Both ETFs have the same 0.33% expense ratio. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, CGVV or CGUS?

Over the 1-year period, CGVV has performed better with a 19.83% return vs 19.35%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, CGVV or CGUS?

CGVV and CGUS have the same expense ratio: 0.33% per year.

Which ETF pays a higher dividend yield, CGVV or CGUS?

CGVV has the higher dividend yield at 0.85%, compared with 0.83% for CGUS.

What is the main difference between CGVV and CGUS?

CGVV is categorized as Large Cap Value Equities, while CGUS is Large Cap Blend Equities.

Which has better risk-adjusted returns?

CGUS currently has the higher Sharpe Ratio (1.48 vs 1.43), 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.