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CGVV vs. ZVC.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

CGVV vs. ZVC.TO

Last updated Apr 1, 2026

Compare and contrast key facts about Capital Group U.S. Large Value ETF (CGVV) and BMO MSCI Canada Value Index ETF (ZVC.TO).

CGVV and ZVC.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CGVV is an actively managed fund by Capital Group. It was launched on Jun 24, 2025. ZVC.TO is a passively managed fund by BMO that tracks the performance of the MSCI Canada Enhanced Value Capped Index. It was launched on Oct 4, 2017.

Performance

CGVV vs. ZVC.TO - Performance Comparison

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

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CGVV vs. ZVC.TO - Yearly Performance Comparison

2026 (YTD)2025
CGVV
Capital Group U.S. Large Value ETF		-0.56%6.41%
ZVC.TO
BMO MSCI Canada Value Index ETF		5.26%21.49%
Different Trading Currencies

CGVV is traded in USD, while ZVC.TO is traded in CAD. To make them comparable, the ZVC.TO values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, CGVV achieves a -0.56% return, which is significantly lower than ZVC.TO's 5.26% return.

CGVV

1D
2.53%
1M
-6.86%
YTD
-0.56%
6M
1.76%
1Y
—
3Y*
—
5Y*
—
10Y*
—

ZVC.TO

1D
1.40%
1M
-3.43%
YTD
5.26%
6M
15.30%
1Y
42.92%
3Y*
18.79%
5Y*
14.05%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Capital Group U.S. Large Value ETF

BMO MSCI Canada Value Index ETF

Often compared with CGVV:
CGVV vs. CGDVCGVV vs. ELCVCGVV vs. HDVCGVV vs. ABEQCGVV vs. CGCPCGVV vs. MDLVCGVV vs. CGDG
Often compared with ZVC.TO:
ZVC.TO vs. XIC.TOZVC.TO vs. VCN.TOZVC.TO vs. ZLB.TOZVC.TO vs. ZCN.TOZVC.TO vs. XCV.TOZVC.TO vs. XUS.TOZVC.TO vs. XCS.TO

CGVV vs. ZVC.TO - Expense Ratio Comparison

CGVV has a 0.33% expense ratio, which is lower than ZVC.TO's 0.40% expense ratio.

ZVC.TO
BMO MSCI Canada Value Index ETF
CGVV
Capital Group U.S. Large Value ETF

Return for Risk

CGVV vs. ZVC.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
CGVV
ZVC.TO
ZVC.TO Risk / Return Rank: 9696
Overall Rank
ZVC.TO Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
ZVC.TO Sortino Ratio Rank: 9797
Sortino Ratio Rank
ZVC.TO Omega Ratio Rank: 9797
Omega Ratio Rank
ZVC.TO Calmar Ratio Rank: 9393
Calmar Ratio Rank
ZVC.TO Martin Ratio Rank: 9797
Martin Ratio Rank
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. ZVC.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Capital Group U.S. Large Value ETF (CGVV) and BMO MSCI Canada Value Index ETF (ZVC.TO). 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.

CGVV vs. ZVC.TO - Sharpe Ratio Comparison

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Sharpe Ratios by Period

CGVVZVC.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

—

2.79

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.84

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.57

0.48

+0.10

Correlation

The correlation between CGVV and ZVC.TO is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

CGVV vs. ZVC.TO - Dividend Comparison

CGVV's dividend yield for the trailing twelve months is around 0.57%, less than ZVC.TO's 2.13% yield.

TTM20252024202320222021202020192018
CGVV
Capital Group U.S. Large Value ETF		0.57%0.57%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ZVC.TO
BMO MSCI Canada Value Index ETF		2.13%2.23%2.87%3.32%2.96%2.41%3.30%2.66%2.67%

Drawdowns

CGVV vs. ZVC.TO - Drawdown Comparison

The maximum CGVV drawdown since its inception was -10.11%, smaller than the maximum ZVC.TO drawdown of -47.81%. Use the drawdown chart below to compare losses from any high point for CGVV and ZVC.TO.

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Drawdown Indicators

CGVVZVC.TODifference

Max Drawdown

Largest peak-to-trough decline

-10.11%

-41.00%

+30.89%

Max Drawdown (1Y)

Largest decline over 1 year

—

-11.03%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-16.17%

—

Current Drawdown

Current decline from peak

-7.84%

-1.82%

-6.02%

Average Drawdown

Average peak-to-trough decline

-1.72%

-5.02%

+3.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

2.08%

—

Volatility

CGVV vs. ZVC.TO - Volatility Comparison

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Volatility by Period

CGVVZVC.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

—

4.48%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

9.44%

—

Volatility (1Y)

Calculated over the trailing 1-year period

13.55%

15.49%

-1.94%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.55%

16.85%

-3.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.55%

20.36%

-6.81%