UITB vs. CGCP
Compare and contrast key facts about VictoryShares USAA Core Intermediate-Term Bond ETF (UITB) and Capital Group Core Plus Income ETF (CGCP).
UITB and CGCP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UITB is an actively managed fund by Crestview. It was launched on Oct 24, 2017. CGCP is an actively managed fund by Capital Group. It was launched on Feb 22, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UITB or CGCP.
Correlation
The correlation between UITB and CGCP is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
UITB vs. CGCP - Performance Comparison
Key characteristics
UITB:
1.34
CGCP:
1.30
UITB:
1.98
CGCP:
1.86
UITB:
1.23
CGCP:
1.23
UITB:
0.64
CGCP:
0.95
UITB:
3.46
CGCP:
3.71
UITB:
2.00%
CGCP:
1.76%
UITB:
5.17%
CGCP:
5.00%
UITB:
-17.21%
CGCP:
-15.07%
UITB:
-4.57%
CGCP:
-2.21%
Returns By Period
In the year-to-date period, UITB achieves a 2.08% return, which is significantly higher than CGCP's 0.92% return.
UITB
2.08%
-0.52%
0.35%
6.91%
0.45%
N/A
CGCP
0.92%
-1.41%
-0.38%
6.36%
N/A
N/A
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UITB vs. CGCP - Expense Ratio Comparison
UITB has a 0.38% expense ratio, which is higher than CGCP's 0.34% expense ratio.
Risk-Adjusted Performance
UITB vs. CGCP — Risk-Adjusted Performance Rank
UITB
CGCP
UITB vs. CGCP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares USAA Core Intermediate-Term Bond ETF (UITB) and Capital Group Core Plus Income ETF (CGCP). 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.
Dividends
UITB vs. CGCP - Dividend Comparison
UITB's dividend yield for the trailing twelve months is around 3.92%, less than CGCP's 5.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
UITB VictoryShares USAA Core Intermediate-Term Bond ETF | 3.92% | 3.89% | 3.14% | 2.32% | 1.72% | 2.60% | 3.02% | 2.99% | 0.51% |
CGCP Capital Group Core Plus Income ETF | 5.19% | 5.17% | 4.98% | 2.96% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
UITB vs. CGCP - Drawdown Comparison
The maximum UITB drawdown since its inception was -17.21%, which is greater than CGCP's maximum drawdown of -15.07%. Use the drawdown chart below to compare losses from any high point for UITB and CGCP. For additional features, visit the drawdowns tool.
Volatility
UITB vs. CGCP - Volatility Comparison
The current volatility for VictoryShares USAA Core Intermediate-Term Bond ETF (UITB) is 1.96%, while Capital Group Core Plus Income ETF (CGCP) has a volatility of 2.20%. This indicates that UITB experiences smaller price fluctuations and is considered to be less risky than CGCP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.