CGMS vs LVHI
Comparison between CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF SHARE CLASS (CGMS, ETF) and FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHI, ETF).
CGMS vs LVHI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGMS
$4.50B
Winner
LVHI
$4.60B
Expense Ratio
Winner
CGMS
0.39%
LVHI
0.40%
Max Drawdown
Winner
CGMS
6.62%
LVHI
35.87%
Sharpe Ratio
CGMS
1.28
Winner
LVHI
2.63
5Y Beta
Winner
CGMS
0.14
LVHI
0.46
5Y Dividends CAGR
CGMS
N/A
LVHI
11.18%
CGMS vs LVHI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CGMS
+0.77%
LVHI
-1.77%
3M
CGMS
+0.79%
Winner
LVHI
+1.50%
6M
CGMS
+2.79%
Winner
LVHI
+15.72%
1Y
CGMS
+8.63%
Winner
LVHI
+32.18%
5Y(CAGR)
CGMS
N/A
LVHI
+15.76%
10Y(CAGR)
CGMS
N/A
LVHI
+11.17%
Max(CAGR)
CGMS
+8.64%
Winner
LVHI
+11.17%
CGMS vs LVHI - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | CGMS | LVHI |
|---|---|---|
| 2026 | +1.53% | +9.26% |
| 2025 | +7.67% | +26.94% |
| 2024 | +7.83% | +14.48% |
| 2023 | +11.26% | +15.59% |
| 2022 | +2.61% | +3.08% |
| 2021 | N/A | +17.22% |
| 2020 | N/A | -9.74% |
| 2019 | N/A | +18.02% |
| 2018 | N/A | -5.49% |
| 2017 | N/A | +10.01% |
| 2016 | N/A | +5.46% |
CGMS vs LVHI Drawdown Comparison
The maximum drawdown for CGMS was -4.08%, occurring on Apr 8, 2025. Recovery took 66 trading sessions.
The maximum drawdown for LVHI was -32.30%, occurring on Mar 16, 2020. Recovery took 327 trading sessions.
The current LVHI drawdown is -2.06%.
| Rank | CGMS | LVHI |
|---|---|---|
| #1 | -4.08% Feb 28, 2025 - Jun 4, 2025 | -32.30% Feb 20, 2020 - Jun 8, 2021 |
| #2 | -3.79% Feb 2, 2023 - Jul 12, 2023 | -11.99% Mar 25, 2025 - May 15, 2025 |
| #3 | -3.63% Jul 13, 2023 - Nov 14, 2023 | -11.29% Jun 7, 2022 - Nov 30, 2022 |
| #4 | -2.47% Feb 19, 2026 - Apr 14, 2026 | -9.72% Jan 9, 2018 - Mar 13, 2019 |
| #5 | -2.35% Dec 13, 2022 - Jan 6, 2023 | -8.11% Feb 9, 2022 - Apr 19, 2022 |
| #6 | -1.92% Mar 27, 2024 - May 6, 2024 | -6.39% Jul 22, 2024 - Aug 23, 2024 |
| #7 | -1.62% Feb 1, 2024 - Mar 20, 2024 | -6.09% Jul 3, 2019 - Sep 11, 2019 |
| #8 | -1.61% Dec 10, 2024 - Jan 27, 2025 | -6.07% Feb 27, 2026 - Mar 20, 2026 |
| #9 | -1.61% Oct 1, 2024 - Nov 29, 2024 | -5.65% Sep 20, 2023 - Nov 17, 2023 |
| #10 | -1.39% Dec 27, 2023 - Jan 12, 2024 | -5.03% Mar 6, 2023 - Apr 10, 2023 |
| #11 | -1.26% Oct 28, 2022 - Nov 10, 2022 | -4.85% Apr 22, 2019 - Jun 20, 2019 |
| #12 | -1.09% Oct 28, 2025 - Nov 26, 2025 | -4.50% Jul 31, 2023 - Sep 14, 2023 |
| #13 | -0.84% Jul 23, 2024 - Jul 31, 2024 | -4.48% Aug 16, 2021 - Dec 23, 2021 |
| #14 | -0.81% May 15, 2024 - Jun 3, 2024 | -4.33% May 4, 2022 - May 26, 2022 |
| #15 | -0.79% Sep 15, 2025 - Oct 15, 2025 | -4.02% May 10, 2017 - Dec 8, 2017 |
Correlation
Correlation between CGMS and LVHI is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2016 - 2026)
CGMS vs LVHI dividend yield comparison.
| Year | CGMS | LVHI |
|---|---|---|
| 2026 | 1.73% | 0.39% |
| 2025 | 6.00% | 4.92% |
| 2024 | 5.91% | 3.98% |
| 2023 | 5.84% | 8.12% |
| 2022 | 0.97% | 7.74% |
| 2021 | 0.00% | 4.13% |
| 2020 | 0.00% | 3.97% |
| 2019 | 0.00% | 6.67% |
| 2018 | 0.00% | 10.67% |
| 2017 | 0.00% | 3.38% |
| 2016 | 0.00% | 2.02% |
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