CGCV vs BAR

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

CGCV vs BAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGCV(ETF)	BAR(ETF)
Net Assets	$1.50B	$1.60B
Expense Ratio	0.33%	0.17%
Max Drawdown	13.45%	21.53%
Sharpe Ratio	1.44	1.25
5Y Beta	0.68	0.18
P/E Ratio	26.89	N/A
Forward P/E	20.19	N/A
PEG Ratio	0.44	N/A
5Y EPS CAGR	13.73%	N/A
P/S Ratio	2.49	N/A
P/B Ratio	4.15	N/A

Net Assets

CGCV

$1.50B

Winner

BAR

$1.60B

Expense Ratio

CGCV

0.33%

Winner

BAR

0.17%

Max Drawdown

Winner

CGCV

13.45%

BAR

21.53%

Sharpe Ratio

Winner

CGCV

1.44

BAR

1.25

5Y Beta

CGCV

0.68

Winner

BAR

0.18

P/E Ratio

CGCV

26.89

BAR

N/A

Forward P/E

CGCV

20.19

BAR

N/A

PEG Ratio

CGCV

0.44

BAR

N/A

5Y EPS CAGR

CGCV

13.73%

BAR

N/A

P/S Ratio

CGCV

2.49

BAR

N/A

P/B Ratio

CGCV

4.15

BAR

N/A

CGCV vs BAR - Historical Returns

Returns include dividend reinvestment.

Period	CGCV	BAR
1 month	+2.08%	-0.21%
3 months	-0.29%	-7.05%
6 months	+5.88%	+17.87%
1 year	+18.95%	+42.71%
5 years(CAGR)	N/A	+20.62%
10 years(CAGR)	N/A	+15.62%
Max(CAGR)	+15.00%	+15.62%

Winner

CGCV

+2.08%

BAR

-0.21%

Winner

CGCV

-0.29%

BAR

-7.05%

CGCV

+5.88%

Winner

BAR

+17.87%

CGCV

+18.95%

Winner

BAR

+42.71%

5Y(CAGR)

CGCV

N/A

BAR

+20.62%

10Y(CAGR)

CGCV

N/A

BAR

+15.62%

Max(CAGR)

CGCV

+15.00%

Winner

BAR

+15.62%

CGCV vs BAR - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	CGCV	BAR
2026	+2.93%	+9.00%
2025	+16.81%	+61.93%
2024	+7.44%	+27.29%
2023	N/A	+12.03%
2022	N/A	+0.89%
2021	N/A	-6.10%
2020	N/A	+24.03%
2019	N/A	+18.10%
2018	N/A	-2.73%
2017	N/A	-1.15%

CGCV vs BAR Drawdown Comparison

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

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

The current CGCV drawdown is -1.04%. The current BAR drawdown is -12.51%.

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