URTH vs. CGUS

Last updated Jun 9, 2026

URTH (iShares MSCI World ETF) and CGUS (Capital Group Core Equity ETF) are both exchange-traded funds - URTH is a Global Equities fund tracking the MSCI World Index (Net), while CGUS is a Large Cap Blend Equities fund actively managed by Capital Group. URTH is passively managed, while CGUS is actively managed. Over the past 3 years, URTH returned 19.96%/yr vs 21.63%/yr for CGUS. With a 0.96 correlation, they move nearly in lockstep. URTH charges 0.24%/yr vs 0.33%/yr for CGUS.

Performance

URTH vs. CGUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI World ETF (URTH) and Capital Group Core Equity ETF (CGUS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with URTH having a 8.23% return and CGUS slightly lower at 8.01%.

URTH

• 1D: 0.33%
• 1M: 0.20%
• YTD: 8.23%
• 6M: 9.02%
• 1Y: 23.15%
• 3Y*: 19.96%
• 5Y*: 11.47%
• 10Y*: 13.15%

CGUS

• 1D: 0.44%
• 1M: 0.49%
• YTD: 8.01%
• 6M: 8.35%
• 1Y: 22.23%
• 3Y*: 21.63%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

URTH vs. CGUS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
URTH iShares MSCI World ETF	8.23%	21.36%	18.66%	23.95%	-8.88%
CGUS Capital Group Core Equity ETF	8.01%	16.21%	24.89%	27.72%	-4.78%

Correlation

The correlation between URTH and CGUS is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.95
Correlation (3Y) Calculated over the trailing 3-year period	0.95
Correlation (All Time) Calculated using the full available price history since Feb 24, 2022	0.96

The correlation between URTH and CGUS has been stable across timeframes, ranging from 0.95 to 0.96 - a consistent structural relationship.

URTH vs. CGUS - Sectors Allocation Comparison

Sectors	URTH	CGUS
Technology	28.3%	38.4%
Financial Services	15.8%	10.8%
Industrials	11.3%	9.6%
Consumer Cyclical	9.3%	9.8%
Communication Services	9.3%	9.9%
Healthcare	8.8%	8.3%
Consumer Defensive	5.2%	3.3%
Energy	4.2%	3.7%
Basic Materials	3.3%	2.5%
Utilities	2.7%	1.7%
Real Estate	1.9%	2.1%

Return for Risk

URTH vs. CGUS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

URTH

URTH Risk / Return Rank: 62
URTH Sharpe Ratio Rank: 63
URTH Sortino Ratio Rank: 62
URTH Omega Ratio Rank: 62
URTH Calmar Ratio Rank: 57
URTH Martin Ratio Rank: 69

CGUS

CGUS Risk / Return Rank: 58
CGUS Sharpe Ratio Rank: 58
CGUS Sortino Ratio Rank: 55
CGUS Omega Ratio Rank: 58
CGUS Calmar Ratio Rank: 52
CGUS Martin Ratio Rank: 65

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

URTH vs. CGUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World ETF (URTH) and Capital Group Core Equity ETF (CGUS). 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.

	URTH	CGUS	Difference
Sharpe ratio: Return per unit of total volatility	1.89	1.77	+0.12
Sortino ratio: Return per unit of downside risk	2.59	2.39	+0.20
Omega ratio: Gain probability vs. loss probability	1.34	1.32	+0.02
Calmar ratio: Return relative to maximum drawdown	2.57	2.33	+0.24
Martin ratio: Return relative to average drawdown	11.56	10.76	+0.81
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

URTH vs. CGUS - Sharpe Ratio Comparison

The current URTH Sharpe Ratio is 1.89, which is comparable to the CGUS Sharpe Ratio of 1.77. The chart below compares the historical Sharpe Ratios of URTH and CGUS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	URTH	CGUS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.89	1.77	+0.12
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.71	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.76	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.72	0.94	-0.22

Drawdowns

URTH vs. CGUS - Drawdown Comparison

The maximum URTH drawdown since its inception was -34.01%, which is greater than CGUS's maximum drawdown of -21.86%. Use the drawdown chart below to compare losses from any high point for URTH and CGUS.

Drawdown Indicators

	URTH	CGUS	Difference
Max Drawdown Largest peak-to-trough decline	-34.01%	-21.86%	-12.15%
Max Drawdown (1Y) Largest decline over 1 year	-9.06%	-9.59%	+0.53%
Max Drawdown (3Y) Largest decline over 3 years	-16.94%	-18.06%	+1.12%
Max Drawdown (5Y) Largest decline over 5 years	-26.05%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-34.01%	—	—
Current Drawdown Current decline from peak	-2.49%	-2.47%	-0.02%
Average Drawdown Average peak-to-trough decline	-4.37%	-4.64%	+0.27%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.01%	2.07%	-0.06%

Volatility

URTH vs. CGUS - Volatility Comparison

iShares MSCI World ETF (URTH) and Capital Group Core Equity ETF (CGUS) have volatilities of 3.82% and 3.86%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	URTH	CGUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.82%	3.86%	-0.04%
Volatility (6M) Calculated over the trailing 6-month period	9.80%	9.89%	-0.09%
Volatility (1Y) Calculated over the trailing 1-year period	12.34%	12.65%	-0.31%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.22%	16.41%	-0.19%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.29%	16.41%	+0.88%

URTH vs. CGUS - Expense Ratio Comparison

URTH has a 0.24% expense ratio, which is lower than CGUS's 0.33% expense ratio.

Dividends

URTH vs. CGUS - Dividend Comparison

URTH's dividend yield for the trailing twelve months is around 1.37%, more than CGUS's 0.89% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CGUS Capital Group Core Equity ETF	0.89%	0.95%	1.02%	1.22%	1.10%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
URTH iShares MSCI World ETF	1.37%	1.48%	1.47%	1.70%	1.68%	1.50%	1.52%	2.16%	2.30%	1.88%	2.15%	2.35%

Frequently Asked Questions

Can I hold both URTH and CGUS in my portfolio?

With a correlation of 0.95, URTH and CGUS move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, URTH or CGUS?

CGUS has higher volatility (3.86%) compared to URTH (3.82%). In terms of maximum drawdown, URTH dropped -34.01% vs CGUS's -21.86%.

Which ETF is better, URTH or CGUS?

On 3-year performance, CGUS leads with 21.63% vs 19.96% for URTH. On fees, URTH is cheaper at 0.24% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, URTH or CGUS?

Over the 3-year period, CGUS has performed better with a 21.63% return vs 19.96%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, URTH or CGUS?

URTH is cheaper with a 0.24% expense ratio, compared with 0.33% for CGUS.

Which ETF pays a higher dividend yield, URTH or CGUS?

URTH has the higher dividend yield at 1.37%, compared with 0.89% for CGUS.

What is the main difference between URTH and CGUS?

URTH is categorized as Global Equities, while CGUS is Large Cap Blend Equities. They also come from different issuers: iShares and Capital Group. Their fees differ too: 0.24% for URTH and 0.33% for CGUS.

Which has better risk-adjusted returns?

URTH currently has the higher Sharpe Ratio (1.89 vs 1.77), 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.