CGVV vs. CSTK

Last updated Jun 4, 2026

CGVV (Capital Group U.S. Large Value ETF) and CSTK (Invesco Comstock Contrarian Equity ETF) are both Large Cap Value Equities funds. Both are actively managed. Their correlation of 0.88 suggests significant overlap in exposure. CGVV charges 0.33%/yr vs 0.35%/yr for CSTK.

Performance

CGVV vs. CSTK - Performance Comparison

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

Returns By Period

The year-to-date returns for both stocks are quite close, with CGVV having a 11.52% return and CSTK slightly lower at 11.29%.

CGVV

• 1D: -0.10%
• 1M: 1.42%
• YTD: 11.52%
• 6M: 11.41%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

CSTK

• 1D: 0.07%
• 1M: 3.59%
• YTD: 11.29%
• 6M: 13.04%
• 1Y: 26.71%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

CGVV vs. CSTK - Yearly Performance Comparison

	2026 (YTD)	2025
CGVV Capital Group U.S. Large Value ETF	11.52%	6.41%
CSTK Invesco Comstock Contrarian Equity ETF	11.29%	10.43%

Correlation

The correlation between CGVV and CSTK is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 27, 2025	0.88

Return for Risk

CGVV vs. CSTK — Risk / Return Rank

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

CSTK

CSTK Risk / Return Rank: 70
CSTK Sharpe Ratio Rank: 74
CSTK Sortino Ratio Rank: 77
CSTK Omega Ratio Rank: 71
CSTK Calmar Ratio Rank: 62
CSTK Martin Ratio Rank: 66

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. CSTK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Capital Group U.S. Large Value ETF (CGVV) and Invesco Comstock Contrarian Equity ETF (CSTK). 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.

Sharpe Ratios by Period

	CGVV	CSTK	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.38	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.50	2.54	-1.04

Drawdowns

CGVV vs. CSTK - Drawdown Comparison

The maximum CGVV drawdown since its inception was -10.11%, which is greater than CSTK's maximum drawdown of -8.87%. Use the drawdown chart below to compare losses from any high point for CGVV and CSTK.

Drawdown Indicators

	CGVV	CSTK	Difference
Max Drawdown Largest peak-to-trough decline	-10.11%	-8.87%	-1.24%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.87%	—
Current Drawdown Current decline from peak	-1.10%	-0.60%	-0.50%
Average Drawdown Average peak-to-trough decline	-1.66%	-1.28%	-0.38%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.26%	—

Volatility

Volatility by Period

	CGVV	CSTK	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.68%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.45%	—
Volatility (1Y) Calculated over the trailing 1-year period	13.50%	11.28%	+2.22%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.50%	11.60%	+1.90%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.50%	11.60%	+1.90%

CGVV vs. CSTK - Expense Ratio Comparison

CGVV has a 0.33% expense ratio, which is lower than CSTK's 0.35% expense ratio.

Dividends

CGVV vs. CSTK - Dividend Comparison

CGVV's dividend yield for the trailing twelve months is around 0.51%, less than CSTK's 1.77% yield.

Position	TTM	2025
CGVV Capital Group U.S. Large Value ETF	0.51%	0.57%
CSTK Invesco Comstock Contrarian Equity ETF	1.77%	1.44%

Frequently Asked Questions

Can I hold both CGVV and CSTK in my portfolio?

CGVV and CSTK have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, CGVV or CSTK?

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.

Which ETF is cheaper, CGVV or CSTK?

CGVV is cheaper with a 0.33% expense ratio, compared with 0.35% for CSTK.

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

CSTK has the higher dividend yield at 1.77%, compared with 0.51% for CGVV.

What is the main difference between CGVV and CSTK?

They also come from different issuers: Capital Group and Invesco. Their fees differ too: 0.33% for CGVV and 0.35% for CSTK.