BVAL vs CGUI
Comparison between BLUEMONTE LARGE CAP VALUE ETF (BVAL, ETF) and CAPITAL GROUP ULTRA SHORT INCOME ETF SHARE CLASS (CGUI, ETF).
BVAL vs CGUI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BVAL
$246M
CGUI
$246M
Expense Ratio
BVAL
0.24%
Winner
CGUI
0.18%
Max Drawdown
BVAL
37.18%
Winner
CGUI
0.79%
Sharpe Ratio
Winner
BVAL
1.28
CGUI
0.79
5Y Beta
BVAL
0.73
Winner
CGUI
0.00
BVAL vs CGUI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BVAL
+2.00%
CGUI
+0.33%
3M
Winner
BVAL
+6.29%
CGUI
+0.82%
6M
Winner
BVAL
+10.70%
CGUI
+1.82%
1Y
Winner
BVAL
+22.88%
CGUI
+4.31%
5Y(CAGR)
BVAL
+11.80%
CGUI
N/A
10Y(CAGR)
BVAL
+8.91%
CGUI
N/A
Max(CAGR)
Winner
BVAL
+8.91%
CGUI
+4.93%
BVAL vs CGUI - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | BVAL | CGUI |
|---|---|---|
| 2026 | +9.70% | +1.46% |
| 2025 | +11.37% | +4.94% |
| 2024 | N/A | +3.03% |
| 2020 | -10.34% | N/A |
| 2019 | +27.16% | N/A |
| 2018 | -9.48% | N/A |
| 2017 | +6.96% | N/A |
BVAL vs CGUI Drawdown Comparison
The maximum drawdown for BVAL was -37.18%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
The maximum drawdown for CGUI was -0.18%, occurring on Mar 20, 2026. Recovery took 16 trading sessions.
The current BVAL drawdown is -1.66%. The current CGUI drawdown is -0.06%.
| Rank | BVAL | CGUI |
|---|---|---|
| #1 | -37.18% Feb 12, 2020 - Jun 23, 2025 | -0.18% Mar 10, 2026 - Apr 1, 2026 |
| #2 | -15.50% Jan 26, 2018 - Apr 26, 2019 | -0.16% Feb 14, 2025 - Feb 25, 2025 |
| #3 | -6.69% Feb 26, 2026 - Apr 17, 2026 | -0.16% Apr 14, 2026 - Apr 21, 2026 |
| #4 | -6.25% Apr 30, 2019 - Jun 18, 2019 | -0.14% Jan 28, 2025 - Feb 6, 2025 |
| #5 | -6.19% Aug 8, 2017 - Nov 29, 2017 | -0.12% Dec 30, 2024 - Jan 15, 2025 |
| #6 | -6.05% Jul 29, 2019 - Oct 28, 2019 | -0.12% Apr 4, 2025 - Apr 15, 2025 |
| #7 | -3.96% Nov 12, 2025 - Nov 28, 2025 | -0.12% Mar 10, 2025 - Mar 20, 2025 |
| #8 | -3.89% Jan 17, 2020 - Feb 12, 2020 | -0.12% Dec 6, 2024 - Dec 16, 2024 |
| #9 | -2.79% Jul 25, 2025 - Aug 13, 2025 | -0.12% May 20, 2025 - May 27, 2025 |
| #10 | -2.71% Oct 6, 2025 - Oct 23, 2025 | -0.12% Jul 9, 2025 - Jul 18, 2025 |
| #11 | -2.24% Oct 27, 2025 - Nov 12, 2025 | -0.12% May 8, 2026 - May 26, 2026 |
| #12 | -1.88% Nov 27, 2019 - Dec 6, 2019 | -0.10% May 9, 2025 - May 15, 2025 |
| #13 | -1.72% Jun 19, 2017 - Jun 27, 2017 | -0.10% Sep 10, 2025 - Sep 17, 2025 |
| #14 | -1.66% Jun 4, 2026 - Jun 5, 2026 | -0.08% Aug 5, 2024 - Aug 13, 2024 |
| #15 | -1.63% Jan 15, 2026 - Jan 29, 2026 | -0.08% Aug 14, 2024 - Aug 16, 2024 |
Correlation
Correlation between BVAL and CGUI is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2017 - 2026)
BVAL vs CGUI dividend yield comparison.
| Year | BVAL | CGUI |
|---|---|---|
| 2026 | 0.32% | 1.51% |
| 2025 | 0.73% | 4.17% |
| 2024 | 0.00% | 2.62% |
| 2019 | 1.17% | 0.00% |
| 2018 | 1.85% | 0.00% |
| 2017 | 0.80% | 0.00% |
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