BAR vs CGCV

Comparison between GraniteShares Gold Shares (BAR, ETF) and CAPITAL GROUP CONSERVATIVE EQUITY ETF SHARE CLASS (CGCV, ETF).

BAR vs CGCV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BAR(ETF)	CGCV(ETF)
Net Assets	$1.60B	$1.60B
Expense Ratio	0.17%	0.33%
Max Drawdown	21.53%	13.45%
Sharpe Ratio	1.13	1.36
5Y Beta	0.18	0.68
P/E Ratio	N/A	26.96
Forward P/E	N/A	20.36
PEG Ratio	N/A	0.65
5Y EPS CAGR	N/A	13.36%
P/S Ratio	N/A	2.57
P/B Ratio	N/A	4.26

Net Assets

BAR

$1.60B

CGCV

$1.60B

Expense Ratio

Winner

BAR

0.17%

CGCV

0.33%

Max Drawdown

BAR

21.53%

Winner

CGCV

13.45%

Sharpe Ratio

BAR

1.13

Winner

CGCV

1.36

5Y Beta

Winner

BAR

0.18

CGCV

0.68

P/E Ratio

BAR

N/A

CGCV

26.96

Forward P/E

BAR

N/A

CGCV

20.36

PEG Ratio

BAR

N/A

CGCV

0.65

5Y EPS CAGR

BAR

N/A

CGCV

13.36%

P/S Ratio

BAR

N/A

CGCV

2.57

P/B Ratio

BAR

N/A

CGCV

4.26

BAR vs CGCV - Historical Returns

Returns include dividend reinvestment.

Period	BAR	CGCV
1 month	-2.84%	+1.65%
3 months	-16.05%	+0.92%
6 months	+5.60%	+6.20%
1 year	+32.27%	+16.92%
5 years(CAGR)	+18.49%	N/A
10 years(CAGR)	+14.80%	N/A
Max(CAGR)	+14.80%	+15.55%

BAR

-2.84%

Winner

CGCV

+1.65%

BAR

-16.05%

Winner

CGCV

+0.92%

BAR

+5.60%

Winner

CGCV

+6.20%

Winner

BAR

+32.27%

CGCV

+16.92%

5Y(CAGR)

BAR

+18.49%

CGCV

N/A

10Y(CAGR)

BAR

+14.80%

CGCV

N/A

Max(CAGR)

BAR

+14.80%

Winner

CGCV

+15.55%

BAR vs CGCV - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	BAR	CGCV
2026	+3.35%	+4.83%
2025	+61.93%	+16.81%
2024	+27.29%	+7.44%
2023	+12.03%	N/A
2022	+0.89%	N/A
2021	-6.10%	N/A
2020	+24.03%	N/A
2019	+18.10%	N/A
2018	-2.73%	N/A
2017	-1.15%	N/A

BAR vs CGCV Drawdown Comparison

The maximum drawdown for BAR was -21.53%, occurring on Sep 26, 2022. Recovery took 853 trading sessions.

The maximum drawdown for CGCV was -13.13%, occurring on Apr 8, 2025. Recovery took 79 trading sessions.

The current BAR drawdown is -17.04%. The current CGCV drawdown is -0.65%.

Rank	BAR	CGCV
#1	-21.53% Aug 6, 2020 - Dec 27, 2023	-13.13% Feb 19, 2025 - Jun 12, 2025
#2	-19.19% Jan 29, 2026 - Mar 26, 2026	-7.93% Feb 27, 2026 - May 14, 2026
#3	-13.46% Jan 24, 2018 - Jun 20, 2019	-5.43% Nov 29, 2024 - Feb 5, 2025
#4	-12.45% Mar 9, 2020 - Apr 9, 2020	-3.98% Jul 31, 2024 - Aug 15, 2024
#5	-10.05% Oct 20, 2025 - Dec 22, 2025	-3.81% Oct 27, 2025 - Nov 28, 2025
#6	-8.37% Sep 8, 2017 - Jan 24, 2018	-3.22% Oct 16, 2024 - Nov 8, 2024
#7	-8.03% Oct 30, 2024 - Jan 30, 2025	-2.63% Aug 30, 2024 - Sep 13, 2024
#8	-7.10% Apr 21, 2025 - Jun 13, 2025	-2.54% Oct 8, 2025 - Oct 24, 2025
#9	-6.52% Sep 4, 2019 - Jan 6, 2020	-2.45% Nov 8, 2024 - Nov 26, 2024
#10	-5.71% May 20, 2024 - Jul 16, 2024	-2.32% Jul 25, 2025 - Aug 22, 2025
#11	-4.86% Mar 31, 2025 - Apr 10, 2025	-2.01% Jan 16, 2026 - Feb 6, 2026
#12	-4.86% Dec 26, 2025 - Jan 12, 2026	-1.90% Nov 28, 2025 - Dec 24, 2025
#13	-4.84% Jun 13, 2025 - Aug 29, 2025	-1.58% Jul 17, 2024 - Jul 30, 2024
#14	-4.78% Feb 24, 2020 - Mar 5, 2020	-1.36% Jun 12, 2025 - Jun 24, 2025
#15	-4.35% Jul 16, 2024 - Aug 12, 2024	-0.96% Jul 10, 2025 - Jul 22, 2025