CINF vs. CGDV

Last updated Jun 4, 2026

CINF (Cincinnati Financial Corporation) is a stock, while CGDV (Capital Group Dividend Value ETF) is Large Cap Value Equities fund actively managed by Capital Group. Over the past 3 years, CINF returned 19.23%/yr vs 25.14%/yr for CGDV. At a 0.50 correlation, their price movements are largely independent.

Performance

CINF vs. CGDV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cincinnati Financial Corporation (CINF) and Capital Group Dividend Value ETF (CGDV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CINF achieves a -2.68% return, which is significantly lower than CGDV's 11.89% return.

CINF

• 1D: 0.01%
• 1M: -0.97%
• YTD: -2.68%
• 6M: -1.87%
• 1Y: 6.69%
• 3Y*: 19.23%
• 5Y*: 7.56%
• 10Y*: 11.49%

CGDV

• 1D: -0.55%
• 1M: 5.09%
• YTD: 11.89%
• 6M: 12.43%
• 1Y: 30.91%
• 3Y*: 25.14%
• 5Y*: —
• 10Y*: —

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

CINF vs. CGDV - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
CINF Cincinnati Financial Corporation	-2.68%	16.27%	42.48%	4.00%	-12.12%
CGDV Capital Group Dividend Value ETF	11.89%	25.50%	20.10%	28.81%	-2.89%

Correlation

The correlation between CINF and CGDV is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.24
Correlation (3Y) Calculated over the trailing 3-year period	0.37
Correlation (All Time) Calculated using the full available price history since Feb 25, 2022	0.50

Over the past year, the correlation between CINF and CGDV has dropped to 0.24 - well below their long-term average of 0.50, suggesting their price drivers have been diverging.

Return for Risk

CINF vs. CGDV — Risk / Return Rank

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

CINF

CINF Risk / Return Rank: 50
CINF Sharpe Ratio Rank: 52
CINF Sortino Ratio Rank: 44
CINF Omega Ratio Rank: 43
CINF Calmar Ratio Rank: 55
CINF Martin Ratio Rank: 57

CGDV

CGDV Risk / Return Rank: 76
CGDV Sharpe Ratio Rank: 81
CGDV Sortino Ratio Rank: 81
CGDV Omega Ratio Rank: 82
CGDV Calmar Ratio Rank: 63
CGDV Martin Ratio Rank: 77

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.

CINF vs. CGDV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cincinnati Financial Corporation (CINF) and Capital Group Dividend Value ETF (CGDV). 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.

	CINF	CGDV	Difference
Sharpe ratio: Return per unit of total volatility	0.35	2.68	-2.34
Sortino ratio: Return per unit of downside risk	0.61	3.69	-3.08
Omega ratio: Gain probability vs. loss probability	1.07	1.50	-0.43
Calmar ratio: Return relative to maximum drawdown	0.64	3.18	-2.54
Martin ratio: Return relative to average drawdown	1.66	15.06	-13.40
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CINF vs. CGDV - Sharpe Ratio Comparison

The current CINF Sharpe Ratio is 0.35, which is lower than the CGDV Sharpe Ratio of 2.68. The chart below compares the historical Sharpe Ratios of CINF and CGDV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	CINF	CGDV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.35	2.68	-2.34
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.30	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.40	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.42	1.24	-0.82

Drawdowns

CINF vs. CGDV - Drawdown Comparison

The maximum CINF drawdown since its inception was -59.64%, which is greater than CGDV's maximum drawdown of -21.82%. Use the drawdown chart below to compare losses from any high point for CINF and CGDV.

Drawdown Indicators

	CINF	CGDV	Difference
Max Drawdown Largest peak-to-trough decline	-59.64%	-21.82%	-37.82%
Max Drawdown (1Y) Largest decline over 1 year	-10.46%	-9.75%	-0.71%
Max Drawdown (3Y) Largest decline over 3 years	-20.03%	-14.28%	-5.75%
Max Drawdown (5Y) Largest decline over 5 years	-35.77%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-58.12%	—	—
Current Drawdown Current decline from peak	-7.94%	-0.55%	-7.39%
Average Drawdown Average peak-to-trough decline	-12.20%	-3.62%	-8.58%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.05%	2.06%	+1.99%

Volatility

CINF vs. CGDV - Volatility Comparison

Cincinnati Financial Corporation (CINF) has a higher volatility of 4.44% compared to Capital Group Dividend Value ETF (CGDV) at 3.09%. This indicates that CINF's price experiences larger fluctuations and is considered to be riskier than CGDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CINF	CGDV	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.44%	3.09%	+1.35%
Volatility (6M) Calculated over the trailing 6-month period	13.21%	9.13%	+4.08%
Volatility (1Y) Calculated over the trailing 1-year period	19.42%	11.59%	+7.83%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.65%	15.48%	+10.17%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.79%	15.48%	+13.31%

Dividends

CINF vs. CGDV - Dividend Comparison

CINF's dividend yield for the trailing twelve months is around 2.25%, more than CGDV's 1.17% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CGDV Capital Group Dividend Value ETF	1.17%	1.29%	1.60%	1.65%	1.36%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
CINF Cincinnati Financial Corporation	2.25%	2.13%	2.25%	2.90%	2.70%	2.21%	2.75%	2.13%	2.74%	3.33%	2.53%	3.89%

Frequently Asked Questions

Can I hold both CINF and CGDV in my portfolio?

CINF and CGDV have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, CINF or CGDV?

CINF has higher volatility (4.44%) compared to CGDV (3.09%). In terms of maximum drawdown, CINF dropped -59.64% vs CGDV's -21.82%.

Which has better risk-adjusted returns?

CGDV currently has the higher Sharpe Ratio (2.68 vs 0.35), 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.