IDYN vs. CGXU
IDYN (iShares International Equity Factor Rotation Active ETF) and CGXU (Capital Group International Focus Equity ETF) are both Foreign Large Cap Equities funds. Both are actively managed. Their correlation of 0.83 suggests significant overlap in exposure. IDYN charges 0.40%/yr vs 0.54%/yr for CGXU.
Performance
IDYN vs. CGXU - Performance Comparison
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Returns By Period
In the year-to-date period, IDYN achieves a 8.11% return, which is significantly lower than CGXU's 17.92% return.
IDYN
- 1D
- 0.40%
- 1M
- -0.66%
- 6M
- 4.74%
- YTD
- 8.11%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CGXU
- 1D
- 0.35%
- 1M
- 0.62%
- 6M
- 12.77%
- YTD
- 17.92%
- 1Y
- 34.62%
- 3Y*
- 16.97%
- 5Y*
- —
- 10Y*
- —
IDYN vs. CGXU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IDYN iShares International Equity Factor Rotation Active ETF | 8.11% | 10.97% |
CGXU Capital Group International Focus Equity ETF | 17.92% | 13.87% |
Correlation
The correlation between IDYN and CGXU is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Aug 7, 2025 | 0.83 |
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Return for Risk
IDYN vs. CGXU — Risk / Return Rank
IDYN
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
CGXU
IDYN vs. CGXU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares International Equity Factor Rotation Active ETF (IDYN) and Capital Group International Focus Equity ETF (CGXU). 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.
| IDYN | CGXU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.28 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.56 | — |
| Martin ratioReturn relative to average drawdown | — | 9.00 | — |
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Drawdowns
IDYN vs. CGXU - Drawdown Comparison
The maximum IDYN drawdown since its inception was -12.68%, smaller than the maximum CGXU drawdown of -25.64%. Use the drawdown chart below to compare losses from any high point for IDYN and CGXU.
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Drawdown Indicators
| IDYN | CGXU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.68% | -25.64% | +12.96% |
Max Drawdown (1Y)Largest decline over 1 year | — | -13.14% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -21.63% | — |
Current DrawdownCurrent decline from peak | -4.53% | -3.48% | -1.05% |
Average DrawdownAverage peak-to-trough decline | -2.67% | -6.58% | +3.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.74% | — |
Volatility
IDYN vs. CGXU - Volatility Comparison
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Volatility by Period
| IDYN | CGXU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 8.66% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 19.35% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 17.18% | 21.95% | -4.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.18% | 20.33% | -3.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.18% | 20.33% | -3.15% |
IDYN vs. CGXU - Expense Ratio Comparison
IDYN has a 0.40% expense ratio, which is lower than CGXU's 0.54% expense ratio.
Dividends
IDYN vs. CGXU - Dividend Comparison
IDYN's dividend yield for the trailing twelve months is around 1.84%, less than CGXU's 4.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
CGXU Capital Group International Focus Equity ETF | 4.90% | 5.31% | 1.01% | 0.99% | 0.95% |
IDYN iShares International Equity Factor Rotation Active ETF | 1.84% | 0.42% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IDYN and CGXU have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IDYN is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IDYN is cheaper with a 0.40% expense ratio, compared with 0.54% for CGXU.
CGXU has the higher dividend yield at 4.90%, compared with 1.84% for IDYN.
They also come from different issuers: iShares and Capital Group. Their fees differ too: 0.40% for IDYN and 0.54% for CGXU.
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