CGXU vs. VFIAX
Compare and contrast key facts about Capital Group International Focus Equity ETF (CGXU) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
CGXU is an actively managed fund by Capital Group. It was launched on Feb 22, 2022. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGXU or VFIAX.
Correlation
The correlation between CGXU and VFIAX is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CGXU vs. VFIAX - Performance Comparison
Key characteristics
CGXU:
0.55
VFIAX:
1.87
CGXU:
0.85
VFIAX:
2.52
CGXU:
1.10
VFIAX:
1.34
CGXU:
0.78
VFIAX:
2.82
CGXU:
1.78
VFIAX:
11.69
CGXU:
4.45%
VFIAX:
2.04%
CGXU:
14.54%
VFIAX:
12.76%
CGXU:
-25.64%
VFIAX:
-55.20%
CGXU:
-4.12%
VFIAX:
-0.42%
Returns By Period
In the year-to-date period, CGXU achieves a 6.32% return, which is significantly higher than VFIAX's 4.19% return.
CGXU
6.32%
2.26%
-0.19%
8.33%
N/A
N/A
VFIAX
4.19%
1.24%
10.52%
24.42%
14.65%
13.24%
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CGXU vs. VFIAX - Expense Ratio Comparison
CGXU has a 0.54% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
CGXU vs. VFIAX — Risk-Adjusted Performance Rank
CGXU
VFIAX
CGXU vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group International Focus Equity ETF (CGXU) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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.
Dividends
CGXU vs. VFIAX - Dividend Comparison
CGXU's dividend yield for the trailing twelve months is around 0.95%, less than VFIAX's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGXU Capital Group International Focus Equity ETF | 0.95% | 1.01% | 0.99% | 0.96% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.19% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
CGXU vs. VFIAX - Drawdown Comparison
The maximum CGXU drawdown since its inception was -25.64%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for CGXU and VFIAX. For additional features, visit the drawdowns tool.
Volatility
CGXU vs. VFIAX - Volatility Comparison
Capital Group International Focus Equity ETF (CGXU) has a higher volatility of 4.17% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 3.00%. This indicates that CGXU's price experiences larger fluctuations and is considered to be riskier than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.