CGCV vs XHLF
Comparison between CAPITAL GROUP CONSERVATIVE EQUITY ETF SHARE CLASS (CGCV, ETF) and BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF (XHLF, ETF).
CGCV vs XHLF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGCV
$1.80B
Winner
XHLF
$1.90B
Expense Ratio
CGCV
0.33%
Winner
XHLF
0.03%
Max Drawdown
CGCV
13.45%
Winner
XHLF
0.62%
Sharpe Ratio
Winner
CGCV
1.29
XHLF
0.13
5Y Beta
CGCV
0.67
Winner
XHLF
-0.00
P/E Ratio
CGCV
26.25
XHLF
N/A
Forward P/E
CGCV
19.89
XHLF
N/A
PEG Ratio
CGCV
0.65
XHLF
N/A
5Y EPS CAGR
CGCV
13.30%
XHLF
N/A
P/S Ratio
CGCV
2.63
XHLF
N/A
P/B Ratio
CGCV
4.25
XHLF
N/A
CGCV vs XHLF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CGCV
+0.25%
XHLF
+0.24%
3M
Winner
CGCV
+8.16%
XHLF
+0.86%
6M
Winner
CGCV
+5.78%
XHLF
+1.65%
1Y
Winner
CGCV
+16.34%
XHLF
+3.82%
Max(CAGR)
Winner
CGCV
+15.46%
XHLF
+4.42%
CGCV vs XHLF - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | CGCV | XHLF |
|---|---|---|
| 2026 | +5.58% | +1.49% |
| 2025 | +16.81% | +4.21% |
| 2024 | +7.44% | +5.06% |
| 2023 | N/A | +4.90% |
| 2022 | N/A | +0.96% |
CGCV vs XHLF Drawdown Comparison
The maximum drawdown for CGCV was -13.13%, occurring on Apr 8, 2025. Recovery took 79 trading sessions.
The maximum drawdown for XHLF was -0.11%, occurring on Oct 19, 2022. Recovery took 13 trading sessions.
The current CGCV drawdown is -0.71%.
| Rank | CGCV | XHLF |
|---|---|---|
| #1 | -13.13% Feb 19, 2025 - Jun 12, 2025 | -0.11% Oct 10, 2022 - Oct 27, 2022 |
| #2 | -7.93% Feb 27, 2026 - May 14, 2026 | -0.09% Mar 13, 2023 - Mar 15, 2023 |
| #3 | -5.43% Nov 29, 2024 - Feb 5, 2025 | -0.07% Mar 17, 2023 - Mar 23, 2023 |
| #4 | -3.98% Jul 31, 2024 - Aug 15, 2024 | -0.07% Mar 24, 2023 - Apr 4, 2023 |
| #5 | -3.81% Oct 27, 2025 - Nov 28, 2025 | -0.07% Dec 23, 2022 - Dec 29, 2022 |
| #6 | -3.22% Oct 16, 2024 - Nov 8, 2024 | -0.07% Oct 28, 2022 - Nov 8, 2022 |
| #7 | -2.63% Aug 30, 2024 - Sep 13, 2024 | -0.06% Apr 5, 2023 - Apr 20, 2023 |
| #8 | -2.54% Oct 8, 2025 - Oct 24, 2025 | -0.06% Mar 3, 2023 - Mar 10, 2023 |
| #9 | -2.45% Nov 8, 2024 - Nov 26, 2024 | -0.06% Feb 2, 2023 - Feb 10, 2023 |
| #10 | -2.32% Jul 25, 2025 - Aug 22, 2025 | -0.06% Feb 1, 2024 - Feb 8, 2024 |
| #11 | -2.01% Jan 16, 2026 - Feb 6, 2026 | -0.06% Aug 5, 2024 - Aug 12, 2024 |
| #12 | -1.90% Nov 28, 2025 - Dec 24, 2025 | -0.06% Oct 2, 2024 - Oct 11, 2024 |
| #13 | -1.67% Jun 4, 2026 - Jun 12, 2026 | -0.06% Mar 15, 2023 - Mar 17, 2023 |
| #14 | -1.58% Jul 17, 2024 - Jul 30, 2024 | -0.04% Mar 1, 2024 - Mar 7, 2024 |
| #15 | -1.36% Jun 12, 2025 - Jun 24, 2025 | -0.04% May 9, 2025 - May 16, 2025 |
Correlation
Correlation between CGCV and XHLF is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2022 - 2026)
CGCV vs XHLF dividend yield comparison.
| Year | CGCV | XHLF |
|---|---|---|
| 2026 | 0.41% | 1.52% |
| 2025 | 1.44% | 3.99% |
| 2024 | 0.68% | 4.96% |
| 2023 | 0.00% | 4.50% |
| 2022 | 0.00% | 0.86% |
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