CGCV vs AOM

Comparison between CAPITAL GROUP CONSERVATIVE EQUITY ETF SHARE CLASS (CGCV, ETF) and ISHARES CORE MODERATE ALLOCATION ETF (AOM, ETF).

CGCV vs AOM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGCV(ETF)	AOM(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	0.33%	0.15%
Max Drawdown	13.45%	21.59%
Sharpe Ratio	1.36	1.65
5Y Beta	0.68	0.39
P/E Ratio	26.96	N/A
Forward P/E	20.36	N/A
PEG Ratio	0.65	N/A
5Y Dividends CAGR	N/A	14.67%
5Y EPS CAGR	13.36%	N/A
P/S Ratio	2.57	N/A
P/B Ratio	4.26	N/A

Net Assets

CGCV

$1.60B

Winner

AOM

$1.70B

Expense Ratio

CGCV

0.33%

Winner

AOM

0.15%

Max Drawdown

Winner

CGCV

13.45%

AOM

21.59%

Sharpe Ratio

CGCV

1.36

Winner

AOM

1.65

5Y Beta

CGCV

0.68

Winner

AOM

0.39

P/E Ratio

CGCV

26.96

AOM

N/A

Forward P/E

CGCV

20.36

AOM

N/A

PEG Ratio

CGCV

0.65

AOM

N/A

5Y Dividends CAGR

CGCV

N/A

AOM

14.67%

5Y EPS CAGR

CGCV

13.36%

AOM

N/A

P/S Ratio

CGCV

2.57

AOM

N/A

P/B Ratio

CGCV

4.26

AOM

N/A

CGCV vs AOM - Historical Returns

Returns include dividend reinvestment.

Period	CGCV	AOM
1 month	+1.65%	+1.98%
3 months	+0.92%	+2.76%
6 months	+6.20%	+6.00%
1 year	+16.92%	+14.93%
5 years(CAGR)	N/A	+4.92%
10 years(CAGR)	N/A	+6.32%
Max(CAGR)	+15.55%	+6.76%

CGCV

+1.65%

Winner

AOM

+1.98%

CGCV

+0.92%

Winner

AOM

+2.76%

Winner

CGCV

+6.20%

AOM

+6.00%

Winner

CGCV

+16.92%

AOM

+14.93%

5Y(CAGR)

CGCV

N/A

AOM

+4.92%

10Y(CAGR)

CGCV

N/A

AOM

+6.32%

Max(CAGR)

Winner

CGCV

+15.55%

AOM

+6.76%

CGCV vs AOM - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	CGCV	AOM
2026	+4.83%	+4.99%
2025	+16.81%	+13.40%
2024	+7.44%	+8.57%
2023	N/A	+11.84%
2022	N/A	-14.50%
2021	N/A	+7.13%
2020	N/A	+9.61%
2019	N/A	+15.48%
2018	N/A	-4.21%
2017	N/A	+11.47%
2016	N/A	+6.20%
2015	N/A	-1.18%
2014	N/A	+5.12%
2013	N/A	+8.94%
2012	N/A	+7.99%
2011	N/A	+1.82%
2010	N/A	+7.03%
2009	N/A	+12.74%
2008	N/A	+7.29%

CGCV vs AOM Drawdown Comparison

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

The maximum drawdown for AOM was -19.96%, occurring on Oct 14, 2022. Recovery took 656 trading sessions.

The current CGCV drawdown is -0.65%.

Rank	CGCV	AOM
#1	-13.13% Feb 19, 2025 - Jun 12, 2025	-19.96% Nov 5, 2021 - Jun 18, 2024
#2	-7.93% Feb 27, 2026 - May 14, 2026	-16.90% Feb 14, 2020 - Jul 15, 2020
#3	-5.43% Nov 29, 2024 - Feb 5, 2025	-15.69% Jan 5, 2009 - Jul 23, 2009
#4	-3.98% Jul 31, 2024 - Aug 15, 2024	-10.27% Nov 24, 2008 - Dec 8, 2008
#5	-3.81% Oct 27, 2025 - Nov 28, 2025	-8.42% Nov 19, 2008 - Nov 24, 2008
#6	-3.22% Oct 16, 2024 - Nov 8, 2024	-8.06% Jan 26, 2018 - Mar 29, 2019
#7	-2.63% Aug 30, 2024 - Sep 13, 2024	-7.85% Apr 27, 2015 - Jun 8, 2016
#8	-2.54% Oct 8, 2025 - Oct 24, 2025	-7.34% Jul 22, 2011 - Jan 27, 2012
#9	-2.45% Nov 8, 2024 - Nov 26, 2024	-6.54% Feb 14, 2025 - May 13, 2025
#10	-2.32% Jul 25, 2025 - Aug 22, 2025	-5.81% Apr 15, 2010 - Sep 20, 2010
#11	-2.01% Jan 16, 2026 - Feb 6, 2026	-5.27% May 21, 2013 - Sep 18, 2013
#12	-1.90% Nov 28, 2025 - Dec 24, 2025	-5.11% Feb 25, 2026 - Apr 17, 2026
#13	-1.58% Jul 17, 2024 - Jul 30, 2024	-4.29% Jan 14, 2010 - Mar 16, 2010
#14	-1.36% Jun 12, 2025 - Jun 24, 2025	-4.27% Apr 2, 2012 - Aug 6, 2012
#15	-0.96% Jul 10, 2025 - Jul 22, 2025	-4.07% Dec 10, 2008 - Dec 30, 2008

Correlation

Correlation between CGCV and AOM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (2008 - 2026)

CGCV vs AOM dividend yield comparison.

Year	CGCV	AOM
2026	0.41%	0.62%
2025	1.44%	2.98%
2024	0.68%	3.10%
2023	0.00%	2.79%
2022	0.00%	2.27%
2021	0.00%	1.56%
2020	0.00%	2.02%
2019	0.00%	2.66%
2018	0.00%	2.53%
2017	0.00%	3.31%
2016	0.00%	2.14%
2015	0.00%	1.98%
2014	0.00%	2.08%
2013	0.00%	1.87%
2012	0.00%	2.11%
2011	0.00%	2.33%
2010	0.00%	1.72%
2009	0.00%	2.01%
2008	0.00%	0.58%