BWG vs CGVV

Comparison between BrandywineGLOBAL - Global Income Opportunities Fund Inc (BWG, ETF) and CAPITAL GROUP U.S. LARGE VALUE ETF SHARE CLASS (CGVV, ETF).

BWG vs CGVV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BWG(ETF)	CGVV(ETF)
Net Assets	$146M	$146M
Expense Ratio	N/A	0.33%
Max Drawdown	67.84%	10.11%
Sharpe Ratio	0.14	1.16
5Y Beta	0.34	0.91
P/E Ratio	N/A	23.17
Forward P/E	N/A	15.95
PEG Ratio	N/A	0.49
5Y Dividends CAGR	1.40%	N/A
5Y EPS CAGR	N/A	13.55%
Debt to Equity	N/A	27.75%
P/S Ratio	N/A	2.15
P/B Ratio	N/A	2.99

Net Assets

BWG

$146M

CGVV

$146M

Expense Ratio

BWG

N/A

CGVV

0.33%

Max Drawdown

BWG

67.84%

Winner

CGVV

10.11%

Sharpe Ratio

BWG

0.14

Winner

CGVV

1.16

5Y Beta

Winner

BWG

0.34

CGVV

0.91

P/E Ratio

BWG

N/A

CGVV

23.17

Forward P/E

BWG

N/A

CGVV

15.95

PEG Ratio

BWG

N/A

CGVV

0.49

5Y Dividends CAGR

BWG

1.40%

CGVV

N/A

5Y EPS CAGR

BWG

N/A

CGVV

13.55%

Debt to Equity

BWG

N/A

CGVV

27.75%

P/S Ratio

BWG

N/A

CGVV

2.15

P/B Ratio

BWG

N/A

CGVV

2.99

BWG vs CGVV - Historical Returns

Returns include dividend reinvestment.

Period	BWG	CGVV
1 month	-1.01%	-0.63%
3 months	-2.13%	+6.18%
6 months	-2.47%	+8.67%
1 year	+4.79%	+21.37%
5 years(CAGR)	+1.82%	N/A
10 years(CAGR)	+4.23%	N/A
Max(CAGR)	+3.08%	+20.02%

BWG

-1.01%

Winner

CGVV

-0.63%

BWG

-2.13%

Winner

CGVV

+6.18%

BWG

-2.47%

Winner

CGVV

+8.67%

BWG

+4.79%

Winner

CGVV

+21.37%

5Y(CAGR)

BWG

+1.82%

CGVV

N/A

10Y(CAGR)

BWG

+4.23%

CGVV

N/A

Max(CAGR)

BWG

+3.08%

Winner

CGVV

+20.02%

BWG vs CGVV - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	BWG	CGVV
2026	-0.84%	+12.95%
2025	+16.63%	+6.42%
2024	+8.11%	N/A
2023	+15.67%	N/A
2022	-21.86%	N/A
2021	+2.00%	N/A
2020	+4.50%	N/A
2019	+30.08%	N/A
2018	-12.62%	N/A
2017	+16.07%	N/A
2016	+12.89%	N/A
2015	-20.90%	N/A
2014	+7.60%	N/A
2013	-9.61%	N/A
2012	+6.06%	N/A

BWG vs CGVV Drawdown Comparison

The maximum drawdown for BWG was -35.45%, occurring on Jan 20, 2016. Recovery took 1182 trading sessions.

The maximum drawdown for CGVV was -10.11%, occurring on Mar 30, 2026. Recovery took 48 trading sessions.

The current BWG drawdown is -4.94%. The current CGVV drawdown is -0.94%.

Rank	BWG	CGVV
#1	-35.45% May 9, 2013 - Jan 18, 2018	-10.11% Feb 6, 2026 - Apr 17, 2026
#2	-34.27% Feb 20, 2020 - Jan 28, 2021	-4.88% Jul 25, 2025 - Aug 22, 2025
#3	-34.11% Sep 3, 2021 - Jun 30, 2025	-4.86% Oct 8, 2025 - Nov 28, 2025
#4	-18.97% Jan 25, 2018 - Aug 1, 2019	-2.55% May 6, 2026 - Jun 12, 2026
#5	-13.69% May 7, 2012 - Aug 6, 2012	-2.42% Sep 11, 2025 - Oct 8, 2025
#6	-12.02% Feb 11, 2026 - Mar 30, 2026	-2.02% Jul 10, 2025 - Jul 23, 2025
#7	-5.70% Sep 17, 2025 - Jan 28, 2026	-1.88% Jun 30, 2026 - Jul 8, 2026
#8	-4.94% Feb 17, 2021 - May 27, 2021	-1.63% Jan 16, 2026 - Jan 21, 2026
#9	-4.71% Feb 11, 2013 - Apr 9, 2013	-1.55% Jun 15, 2026 - Jun 30, 2026
#10	-4.44% Aug 7, 2012 - Sep 6, 2012	-1.50% Dec 11, 2025 - Dec 24, 2025
#11	-4.37% Nov 12, 2012 - Dec 11, 2012	-1.46% Dec 5, 2025 - Dec 10, 2025
#12	-3.10% Jun 9, 2021 - Aug 30, 2021	-1.09% Dec 24, 2025 - Jan 5, 2026
#13	-3.09% Oct 23, 2012 - Nov 9, 2012	-1.02% Jan 6, 2026 - Jan 9, 2026
#14	-2.00% Jul 9, 2025 - Aug 4, 2025	-1.00% Jul 3, 2025 - Jul 10, 2025
#15	-1.80% Aug 16, 2019 - Sep 24, 2019	-0.87% Feb 4, 2026 - Feb 6, 2026

Correlation

Correlation between BWG and CGVV is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.53

-101

Dividend Comparison (2012 - 2026)

BWG vs CGVV dividend yield comparison.

Year	BWG	CGVV
2026	6.14%	0.35%
2025	11.47%	0.57%
2024	12.00%	0.00%
2023	11.73%	0.00%
2022	13.25%	0.00%
2021	8.20%	0.00%
2020	6.81%	0.00%
2019	6.55%	0.00%
2018	8.70%	0.00%
2017	8.35%	0.00%
2016	10.31%	0.00%
2015	16.41%	0.00%
2014	8.95%	0.00%
2013	10.28%	0.00%
2012	4.64%	0.00%