MNDY vs. CGDV
MNDY (monday.com Ltd.) 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, MNDY returned -17.95%/yr vs 23.86%/yr for CGDV. Their 0.40 correlation means their historical movements had little consistent relationship.
Performance
MNDY vs. CGDV - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, MNDY achieves a -39.74% return, which is significantly lower than CGDV's 15.82% return.
MNDY
- 1D
- 2.03%
- 1M
- 11.47%
- 6M
- -21.18%
- YTD
- -39.74%
- 1Y
- -64.51%
- 3Y*
- -17.95%
- 5Y*
- -15.94%
- 10Y*
- —
- ALL TIME*
- -12.14%
CGDV
- 1D
- 1.45%
- 1M
- 2.68%
- 6M
- 12.47%
- YTD
- 15.82%
- 1Y
- 26.98%
- 3Y*
- 23.86%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 19.91%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $196.47M | $192.49M | $185.79M | |
MNDY monday.com Ltd. | $158.36M | $119.73M | $138.83M |
MNDY vs. CGDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
MNDY monday.com Ltd. | -39.74% | -37.33% | 25.36% | 53.94% | -5.04% |
CGDV Capital Group Dividend Value ETF | 15.82% | 25.50% | 20.10% | 28.81% | -0.44% |
Correlation
The correlation between MNDY and CGDV is 0.07, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.07 |
Correlation (3Y) Balances recent behavior with more history. | 0.33 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2022 | 0.40 |
Over the past year, the correlation between MNDY and CGDV has dropped to 0.07 - well below their long-term average of 0.40, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
MNDY vs. CGDV — Risk / Return Rank
MNDY
CGDV
MNDY vs. CGDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for monday.com Ltd. (MNDY) 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.
| MNDY | CGDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.12 | ||
| Sortino ratioReturn per unit of downside risk | -4.46 | ||
| Omega ratioGain probability vs. loss probability | 0.81 | 1.40 | -0.59 |
| Calmar ratioReturn relative to maximum drawdown | -0.84 | 2.78 | -3.62 |
| Martin ratioReturn relative to average drawdown | -1.16 | 12.97 | -14.13 |
Loading charts...
Drawdowns
MNDY vs. CGDV - Drawdown Comparison
The maximum MNDY drawdown since its inception was -86.78%, which is greater than CGDV's maximum drawdown of -21.82%. Use the drawdown chart below to compare losses from any high point for MNDY and CGDV.
Loading charts...
Drawdown Indicators
| MNDY | CGDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.78% | -21.82% | -64.96% |
Max Drawdown (1Y)Largest decline over 1 year | -77.25% | -9.75% | -67.50% |
Max Drawdown (3Y)Largest decline over 3 years | -82.07% | -14.28% | -67.79% |
Max Drawdown (5Y)Largest decline over 5 years | -86.78% | — | — |
Current DrawdownCurrent decline from peak | -80.00% | 0.00% | -80.00% |
Average DrawdownAverage peak-to-trough decline | -55.04% | -3.52% | -51.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 55.76% | 2.08% | +53.68% |
Volatility
MNDY vs. CGDV - Volatility Comparison
monday.com Ltd. (MNDY) has a higher volatility of 17.73% compared to Capital Group Dividend Value ETF (CGDV) at 3.54%. This indicates that MNDY'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.
Loading charts...
Volatility by Period
| MNDY | CGDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.73% | 3.54% | +14.19% |
Volatility (6M)Calculated over the trailing 6-month period | 51.68% | 10.15% | +41.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 67.75% | 12.57% | +55.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 71.81% | 15.49% | +56.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 71.57% | 15.49% | +56.08% |
Dividends
MNDY vs. CGDV - Dividend Comparison
MNDY has not paid dividends to shareholders, while CGDV's dividend yield for the trailing twelve months is around 1.17%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
CGDV Capital Group Dividend Value ETF | 1.17% | 1.29% | 1.60% | 1.65% | 1.36% |
MNDY monday.com Ltd. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
MNDY and CGDV have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MNDY has higher volatility (17.73%) compared to CGDV (3.54%). In terms of maximum drawdown, MNDY dropped -86.78% vs CGDV's -21.82%.
CGDV currently has the higher Sharpe Ratio (2.16 vs -0.96), 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.
Find the right allocation for MNDY and CGDV
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer