DVLT vs. CGDV
DVLT (Datavault AI Inc) 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, DVLT returned -87.45%/yr vs 22.48%/yr for CGDV. At a 0.11 correlation, their price movements are largely independent.
Performance
DVLT vs. CGDV - Performance Comparison
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Returns By Period
In the year-to-date period, DVLT achieves a -41.40% return, which is significantly lower than CGDV's 12.44% return.
DVLT
- 1D
- 1.07%
- 1M
- -8.15%
- 6M
- -50.20%
- YTD
- -41.40%
- 1Y
- -32.96%
- 3Y*
- -87.45%
- 5Y*
- -90.54%
- 10Y*
- —
CGDV
- 1D
- -0.91%
- 1M
- 0.92%
- 6M
- 10.14%
- YTD
- 12.44%
- 1Y
- 21.57%
- 3Y*
- 22.48%
- 5Y*
- —
- 10Y*
- —
DVLT vs. CGDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DVLT Datavault AI Inc | -41.40% | -68.19% | -88.31% | -98.92% | -90.63% |
CGDV Capital Group Dividend Value ETF | 12.44% | 25.50% | 20.10% | 28.81% | -0.44% |
Correlation
The correlation between DVLT and CGDV is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2022 | 0.11 |
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Return for Risk
DVLT vs. CGDV — Risk / Return Rank
DVLT
CGDV
DVLT vs. CGDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Datavault AI Inc (DVLT) 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.
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.
| DVLT | CGDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.91 | ||
| Sortino ratioReturn per unit of downside risk | -1.02 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.32 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.37 | 2.22 | -2.59 |
| Martin ratioReturn relative to average drawdown | -0.49 | 10.29 | -10.79 |
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Drawdowns
DVLT vs. CGDV - Drawdown Comparison
The maximum DVLT drawdown since its inception was -100.00%, which is greater than CGDV's maximum drawdown of -21.82%. Use the drawdown chart below to compare losses from any high point for DVLT and CGDV.
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Drawdown Indicators
| DVLT | CGDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -100.00% | -21.82% | -78.18% |
Max Drawdown (1Y)Largest decline over 1 year | -90.18% | -9.75% | -80.43% |
Max Drawdown (3Y)Largest decline over 3 years | -99.87% | -14.28% | -85.59% |
Max Drawdown (5Y)Largest decline over 5 years | -100.00% | — | — |
Current DrawdownCurrent decline from peak | -100.00% | -1.43% | -98.57% |
Average DrawdownAverage peak-to-trough decline | -90.68% | -3.54% | -87.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 66.72% | 2.10% | +64.62% |
Volatility
DVLT vs. CGDV - Volatility Comparison
Datavault AI Inc (DVLT) has a higher volatility of 25.82% compared to Capital Group Dividend Value ETF (CGDV) at 3.38%. This indicates that DVLT'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.
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Volatility by Period
| DVLT | CGDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 25.82% | 3.38% | +22.44% |
Volatility (6M)Calculated over the trailing 6-month period | 81.36% | 10.12% | +71.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 206.16% | 12.38% | +193.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 192.78% | 15.51% | +177.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 165.66% | 15.51% | +150.15% |
Dividends
DVLT vs. CGDV - Dividend Comparison
DVLT has not paid dividends to shareholders, while CGDV's dividend yield for the trailing twelve months is around 1.20%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
CGDV Capital Group Dividend Value ETF | 1.20% | 1.29% | 1.60% | 1.65% | 1.36% |
DVLT Datavault AI Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
DVLT and CGDV have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DVLT has higher volatility (25.82%) compared to CGDV (3.38%). In terms of maximum drawdown, DVLT dropped -100.00% vs CGDV's -21.82%.
CGDV currently has the higher Sharpe Ratio (1.75 vs -0.16), 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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