SOUN vs. CGDV
SOUN (SoundHound 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, SOUN returned 35.66%/yr vs 24.27%/yr for CGDV. At a 0.33 correlation, their price movements are largely independent.
Performance
SOUN vs. CGDV - Performance Comparison
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Returns By Period
In the year-to-date period, SOUN achieves a -24.87% return, which is significantly lower than CGDV's 10.15% return.
SOUN
- 1D
- 1.35%
- 1M
- -15.65%
- YTD
- -24.87%
- 6M
- -40.93%
- 1Y
- -25.91%
- 3Y*
- 35.66%
- 5Y*
- —
- 10Y*
- —
CGDV
- 1D
- 0.13%
- 1M
- 1.46%
- YTD
- 10.15%
- 6M
- 10.88%
- 1Y
- 27.58%
- 3Y*
- 24.27%
- 5Y*
- —
- 10Y*
- —
SOUN vs. CGDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SOUN SoundHound AI, Inc. | -24.87% | -49.75% | 835.85% | 19.77% | -76.40% |
CGDV Capital Group Dividend Value ETF | 10.15% | 25.50% | 20.10% | 28.81% | -3.17% |
Correlation
The correlation between SOUN and CGDV is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Apr 29, 2022 | 0.33 |
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Return for Risk
SOUN vs. CGDV — Risk / Return Rank
SOUN
CGDV
SOUN vs. CGDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SoundHound AI, Inc. (SOUN) 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.
| SOUN | CGDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.67 | ||
| Sortino ratioReturn per unit of downside risk | -3.17 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.44 | -0.44 |
| Calmar ratioReturn relative to maximum drawdown | -0.36 | 2.84 | -3.20 |
| Martin ratioReturn relative to average drawdown | -0.58 | 13.37 | -13.96 |
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
| SOUN | CGDV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.32 | 2.34 | -2.67 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.00 | 1.21 | -1.21 |
Drawdowns
SOUN vs. CGDV - Drawdown Comparison
The maximum SOUN drawdown since its inception was -93.55%, which is greater than CGDV's maximum drawdown of -21.82%. Use the drawdown chart below to compare losses from any high point for SOUN and CGDV.
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Drawdown Indicators
| SOUN | CGDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.55% | -21.82% | -71.73% |
Max Drawdown (1Y)Largest decline over 1 year | -72.43% | -9.75% | -62.68% |
Max Drawdown (3Y)Largest decline over 3 years | -75.65% | -14.28% | -61.37% |
Current DrawdownCurrent decline from peak | -69.09% | -2.22% | -66.87% |
Average DrawdownAverage peak-to-trough decline | -66.95% | -3.61% | -63.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 44.50% | 2.07% | +42.43% |
Volatility
SOUN vs. CGDV - Volatility Comparison
SoundHound AI, Inc. (SOUN) has a higher volatility of 19.06% compared to Capital Group Dividend Value ETF (CGDV) at 3.60%. This indicates that SOUN'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
| SOUN | CGDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.06% | 3.60% | +15.46% |
Volatility (6M)Calculated over the trailing 6-month period | 51.57% | 9.47% | +42.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 80.46% | 11.85% | +68.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 136.34% | 15.51% | +120.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 136.34% | 15.51% | +120.83% |
Dividends
SOUN vs. CGDV - Dividend Comparison
SOUN 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% |
SOUN SoundHound AI, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SOUN and CGDV have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SOUN has higher volatility (19.06%) compared to CGDV (3.60%). In terms of maximum drawdown, SOUN dropped -93.55% vs CGDV's -21.82%.
CGDV currently has the higher Sharpe Ratio (2.34 vs -0.32), 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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