WSR vs. CGDV
WSR (Whitestone REIT) 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, WSR returned 31.53%/yr vs 24.17%/yr for CGDV. At a 0.46 correlation, their price movements are largely independent.
Performance
WSR vs. CGDV - Performance Comparison
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Returns By Period
In the year-to-date period, WSR achieves a 38.60% return, which is significantly higher than CGDV's 11.07% return.
WSR
- 1D
- -0.05%
- 1M
- 0.49%
- YTD
- 38.60%
- 6M
- 41.24%
- 1Y
- 56.34%
- 3Y*
- 31.53%
- 5Y*
- 23.16%
- 10Y*
- 8.84%
CGDV
- 1D
- -1.04%
- 1M
- 0.75%
- YTD
- 11.07%
- 6M
- 10.39%
- 1Y
- 27.24%
- 3Y*
- 24.17%
- 5Y*
- —
- 10Y*
- —
WSR vs. CGDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WSR Whitestone REIT | 38.60% | 2.17% | 19.75% | 33.96% | -16.00% |
CGDV Capital Group Dividend Value ETF | 11.07% | 25.50% | 20.10% | 28.81% | -0.44% |
Correlation
The correlation between WSR and CGDV is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2022 | 0.46 |
Over the past year, the correlation between WSR and CGDV has dropped to 0.22 - well below their long-term average of 0.46, suggesting their price drivers have been diverging.
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Return for Risk
WSR vs. CGDV — Risk / Return Rank
WSR
CGDV
WSR vs. CGDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Whitestone REIT (WSR) 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.
| WSR | CGDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.24 | ||
| Sortino ratioReturn per unit of downside risk | +1.12 | ||
| Omega ratioGain probability vs. loss probability | 1.56 | 1.41 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 4.45 | 2.81 | +1.64 |
| Martin ratioReturn relative to average drawdown | 17.71 | 13.07 | +4.64 |
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Drawdowns
WSR vs. CGDV - Drawdown Comparison
The maximum WSR drawdown since its inception was -63.62%, which is greater than CGDV's maximum drawdown of -21.82%. Use the drawdown chart below to compare losses from any high point for WSR and CGDV.
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Drawdown Indicators
| WSR | CGDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.62% | -21.82% | -41.80% |
Max Drawdown (1Y)Largest decline over 1 year | -12.73% | -9.75% | -2.98% |
Max Drawdown (3Y)Largest decline over 3 years | -22.06% | -14.28% | -7.78% |
Max Drawdown (5Y)Largest decline over 5 years | -37.72% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -63.62% | — | — |
Current DrawdownCurrent decline from peak | -0.05% | -1.79% | +1.74% |
Average DrawdownAverage peak-to-trough decline | -14.17% | -3.59% | -10.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.19% | 2.09% | +1.10% |
Volatility
WSR vs. CGDV - Volatility Comparison
The current volatility for Whitestone REIT (WSR) is 0.62%, while Capital Group Dividend Value ETF (CGDV) has a volatility of 4.64%. This indicates that WSR experiences smaller price fluctuations and is considered to be less risky 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
| WSR | CGDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.62% | 4.64% | -4.02% |
Volatility (6M)Calculated over the trailing 6-month period | 15.67% | 9.92% | +5.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.00% | 12.28% | +10.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.43% | 15.57% | +10.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.35% | 15.57% | +18.78% |
Dividends
WSR vs. CGDV - Dividend Comparison
WSR's dividend yield for the trailing twelve months is around 2.93%, more than CGDV's 1.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGDV Capital Group Dividend Value ETF | 1.18% | 1.29% | 1.60% | 1.65% | 1.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WSR Whitestone REIT | 2.93% | 3.89% | 3.47% | 3.91% | 4.85% | 4.22% | 7.53% | 7.67% | 9.30% | 7.91% | 8.59% | 9.49% |
Frequently Asked Questions
WSR and CGDV have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CGDV has higher volatility (4.64%) compared to WSR (0.62%). In terms of maximum drawdown, WSR dropped -63.62% vs CGDV's -21.82%.
WSR currently has the higher Sharpe Ratio (2.47 vs 2.23), 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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