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. Over the past year, CGVV returned 19.83% vs 17.22% for IGF. At a 0.50 correlation, their price movements are largely independent. 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 14.38% return, which is significantly higher than IGF's 10.93% return.
CGVV
- 1D
- -0.16%
- 1M
- 0.62%
- 6M
- 10.00%
- YTD
- 14.38%
- 1Y
- 19.83%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IGF
- 1D
- 0.16%
- 1M
- 1.14%
- 6M
- 10.67%
- YTD
- 10.93%
- 1Y
- 17.22%
- 3Y*
- 15.96%
- 5Y*
- 11.16%
- 10Y*
- 8.24%
CGVV vs. IGF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
CGVV Capital Group U.S. Large Value ETF | 14.38% | 6.55% |
IGF iShares Global Infrastructure ETF | 10.93% | 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 (1Y) Calculated over the trailing 1-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since Jun 26, 2025 | 0.50 |
The correlation between CGVV and IGF has been stable across timeframes, ranging from 0.50 to 0.51 - a consistent structural relationship.
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Return for Risk
CGVV vs. IGF — Risk / Return Rank
CGVV
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 | -0.18 | ||
| Sortino ratioReturn per unit of downside risk | -0.25 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.29 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.97 | 2.95 | -0.98 |
| Martin ratioReturn relative to average drawdown | 7.69 | 8.10 | -0.41 |
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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 | -10.11% | -5.87% | -4.24% |
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 | -0.78% | -1.88% | +1.10% |
Average DrawdownAverage peak-to-trough decline | -1.56% | -11.82% | +10.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 2.13% | +0.46% |
Volatility
CGVV vs. IGF - Volatility Comparison
Capital Group U.S. Large Value ETF (CGVV) has a higher volatility of 3.78% compared to iShares Global Infrastructure ETF (IGF) at 3.12%. This indicates that CGVV's price experiences larger fluctuations and is considered to be riskier than IGF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CGVV | IGF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.78% | 3.12% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 10.65% | 8.95% | +1.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.90% | 10.71% | +3.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.72% | 13.97% | -0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.72% | 16.71% | -2.99% |
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 0.85%, less than IGF's 2.87% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGVV Capital Group U.S. Large Value ETF | 0.85% | 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 | 2.87% | 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.
CGVV has higher volatility (3.78%) compared to IGF (3.12%). In terms of maximum drawdown, CGVV dropped -10.11% vs IGF's -58.33%.
On 1-year performance, CGVV leads with 19.83% vs 17.22% for IGF. On fees, CGVV is cheaper at 0.33% per year. On volatility, IGF has been the lower-risk option at 3.12%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, CGVV has performed better with a 19.83% return vs 17.22%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
CGVV is cheaper with a 0.33% expense ratio, compared with 0.39% for IGF.
IGF has the higher dividend yield at 2.87%, compared with 0.85% 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.
IGF currently has the higher Sharpe Ratio (1.62 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.
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