CGVV vs. IGF
CGVV (Capital Group U.S. Large Value ETF) and IGF (iShares Global Infrastructure ETF) are both exchange-traded funds - CGVV is a Large Cap Value Equities fund actively managed by Capital Group, while IGF is a Industrials Equities fund tracking the S&P Global Infrastructure Index (Net). CGVV is actively managed, while IGF is passively managed. A 0.51 correlation means they provide meaningful diversification when combined. CGVV charges 0.33%/yr vs 0.39%/yr for IGF.
Performance
CGVV vs. IGF - Performance Comparison
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Returns By Period
In the year-to-date period, CGVV achieves a 13.20% return, which is significantly higher than IGF's 9.67% return.
CGVV
- 1D
- -1.49%
- 1M
- 1.25%
- YTD
- 13.20%
- 6M
- 12.27%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IGF
- 1D
- -0.03%
- 1M
- -0.16%
- YTD
- 9.67%
- 6M
- 8.98%
- 1Y
- 17.62%
- 3Y*
- 16.78%
- 5Y*
- 10.70%
- 10Y*
- 8.79%
CGVV vs. IGF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
CGVV Capital Group U.S. Large Value ETF | 13.20% | 6.55% |
IGF iShares Global Infrastructure ETF | 9.67% | 7.42% |
Correlation
The correlation between CGVV and IGF is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 26, 2025 | 0.51 |
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Return for Risk
CGVV vs. IGF — Risk / Return Rank
CGVV
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IGF
CGVV vs. IGF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group U.S. Large Value ETF (CGVV) and iShares Global Infrastructure ETF (IGF). 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 | IGF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.30 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.02 | — |
| Martin ratioReturn relative to average drawdown | — | 8.52 | — |
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Drawdowns
CGVV vs. IGF - Drawdown Comparison
The maximum CGVV drawdown since its inception was -10.11%, smaller than the maximum IGF drawdown of -58.33%. Use the drawdown chart below to compare losses from any high point for CGVV and IGF.
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Drawdown Indicators
| CGVV | IGF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.11% | -58.33% | +48.22% |
Max Drawdown (1Y)Largest decline over 1 year | — | -5.87% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -14.28% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -20.83% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.11% | — |
Current DrawdownCurrent decline from peak | -1.55% | -2.99% | +1.44% |
Average DrawdownAverage peak-to-trough decline | -1.61% | -11.84% | +10.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.07% | — |
Volatility
CGVV vs. IGF - Volatility Comparison
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Volatility by Period
| CGVV | IGF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.35% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.73% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.88% | 10.56% | +3.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.88% | 13.96% | -0.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.88% | 16.73% | -2.85% |
CGVV vs. IGF - Expense Ratio Comparison
CGVV has a 0.33% expense ratio, which is lower than IGF's 0.39% expense ratio.
Dividends
CGVV vs. IGF - Dividend Comparison
CGVV's dividend yield for the trailing twelve months is around 0.50%, less than IGF's 2.91% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGVV Capital Group U.S. Large Value ETF | 0.50% | 0.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IGF iShares Global Infrastructure ETF | 2.91% | 3.23% | 3.21% | 3.36% | 2.67% | 2.42% | 2.33% | 3.27% | 3.52% | 2.95% | 2.98% | 3.25% |
Frequently Asked Questions
CGVV and IGF have a correlation of 0.51, 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 0.39% for IGF.
IGF has the higher dividend yield at 2.91%, compared with 0.50% for CGVV.
CGVV is categorized as Large Cap Value Equities, while IGF is Industrials Equities. They also come from different issuers: Capital Group and iShares. Their fees differ too: 0.33% for CGVV and 0.39% for IGF.
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