SMR vs. CGDV
SMR (NuScale Power 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, SMR returned 10.94%/yr vs 24.27%/yr for CGDV. At a 0.35 correlation, their price movements are largely independent.
Performance
SMR vs. CGDV - Performance Comparison
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Returns By Period
In the year-to-date period, SMR achieves a -24.06% return, which is significantly lower than CGDV's 10.15% return.
SMR
- 1D
- 2.48%
- 1M
- -14.26%
- YTD
- -24.06%
- 6M
- -50.09%
- 1Y
- -68.68%
- 3Y*
- 10.94%
- 5Y*
- 1.52%
- 10Y*
- —
CGDV
- 1D
- 0.13%
- 1M
- 1.46%
- YTD
- 10.15%
- 6M
- 10.88%
- 1Y
- 27.58%
- 3Y*
- 24.27%
- 5Y*
- —
- 10Y*
- —
SMR vs. CGDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SMR NuScale Power Corporation | -24.06% | -20.97% | 444.98% | -67.93% | 2.29% |
CGDV Capital Group Dividend Value ETF | 10.15% | 25.50% | 20.10% | 28.81% | -2.89% |
Correlation
The correlation between SMR and CGDV is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Feb 25, 2022 | 0.35 |
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Return for Risk
SMR vs. CGDV — Risk / Return Rank
SMR
CGDV
SMR vs. CGDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NuScale Power Corporation (SMR) 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.
| SMR | CGDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.00 | ||
| Sortino ratioReturn per unit of downside risk | -4.09 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.44 | -0.53 |
| Calmar ratioReturn relative to maximum drawdown | -0.83 | 2.84 | -3.67 |
| Martin ratioReturn relative to average drawdown | -1.22 | 13.37 | -14.59 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SMR | CGDV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.66 | 2.34 | -3.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 1.21 | -1.19 |
Drawdowns
SMR vs. CGDV - Drawdown Comparison
The maximum SMR drawdown since its inception was -87.47%, which is greater than CGDV's maximum drawdown of -21.82%. Use the drawdown chart below to compare losses from any high point for SMR and CGDV.
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Drawdown Indicators
| SMR | CGDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.47% | -21.82% | -65.65% |
Max Drawdown (1Y)Largest decline over 1 year | -82.86% | -9.75% | -73.11% |
Max Drawdown (3Y)Largest decline over 3 years | -82.86% | -14.28% | -68.58% |
Max Drawdown (5Y)Largest decline over 5 years | -87.47% | — | — |
Current DrawdownCurrent decline from peak | -79.86% | -2.22% | -77.64% |
Average DrawdownAverage peak-to-trough decline | -34.97% | -3.61% | -31.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 56.46% | 2.07% | +54.39% |
Volatility
SMR vs. CGDV - Volatility Comparison
NuScale Power Corporation (SMR) has a higher volatility of 29.21% compared to Capital Group Dividend Value ETF (CGDV) at 3.60%. This indicates that SMR'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
| SMR | CGDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 29.21% | 3.60% | +25.61% |
Volatility (6M)Calculated over the trailing 6-month period | 69.12% | 9.47% | +59.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 104.37% | 11.85% | +92.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 93.41% | 15.51% | +77.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 89.34% | 15.51% | +73.83% |
Dividends
SMR vs. CGDV - Dividend Comparison
SMR has not paid dividends to shareholders, while CGDV's dividend yield for the trailing twelve months is around 1.19%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
CGDV Capital Group Dividend Value ETF | 1.19% | 1.29% | 1.60% | 1.65% | 1.36% |
SMR NuScale Power Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SMR and CGDV have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SMR has higher volatility (29.21%) compared to CGDV (3.60%). In terms of maximum drawdown, SMR dropped -87.47% vs CGDV's -21.82%.
CGDV currently has the higher Sharpe Ratio (2.34 vs -0.66), 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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