CGNG vs APUE
Comparison between CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF SHARE CLASS (CGNG, ETF) and ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF).
CGNG vs APUE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGNG
$2.40B
Winner
APUE
$2.50B
Expense Ratio
CGNG
0.64%
Winner
APUE
0.31%
Max Drawdown
Winner
CGNG
16.13%
APUE
19.07%
Sharpe Ratio
CGNG
1.26
Winner
APUE
1.62
5Y Beta
Winner
CGNG
0.89
APUE
0.95
P/E Ratio
CGNG
N/A
APUE
26.65
Forward P/E
CGNG
N/A
APUE
20.76
PEG Ratio
CGNG
N/A
APUE
0.43
5Y EPS CAGR
CGNG
N/A
APUE
27.85%
Debt to Equity
CGNG
N/A
APUE
31.65%
P/S Ratio
CGNG
N/A
APUE
3.54
P/B Ratio
CGNG
N/A
APUE
5.43
CGNG vs APUE - Holdings Comparison
CGNG and APUE have 25 common holdings. Overlap is 10.25%
CGNG's top 25 holdings weight is 43.54%. APUE's top 25 holdings weight is 49.75%.
| Rank | CGNG | APUE |
|---|---|---|
| #1 | n/a (TSM) - 10.24% | NVIDIA CORP (NVDA) - 7.20% |
| #2 | SK HYNIX INC (n/a) - 5.01% | APPLE INC (AAPL) - 6.46% |
| #3 | TENCENT HOLDINGS LTD (n/a) - 2.34% | MICROSOFT CORP (MSFT) - 4.58% |
| #4 | BROADCOM INC (AVGO) - 2.27% | DIMENSIONAL US SMALL CAP ETF (DFAS) - 4.50% |
| #5 | SAMSUNG ELECTRONICS CO LTD (n/a) - 1.98% | AMAZON.COM INC (AMZN) - 3.46% |
| #6 | NVIDIA CORP (NVDA) - 1.61% | BROADCOM INC (AVGO) - 3.19% |
| #7 | MERCADOLIBRE INC (MELI) - 1.58% | ALPHABET INC CLASS A (GOOGL) - 3.00% |
| #8 | n/a (n/a) - 1.40% | ALPHABET INC CLASS C (GOOG) - 2.37% |
| #9 | MICROSOFT CORP (MSFT) - 1.38% | META PLATFORMS INC CLASS A (META) - 1.82% |
| #10 | BHARTI AIRTEL LTD (n/a) - 1.31% | MICRON TECHNOLOGY INC (MU) - 1.70% |
| #11 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.20% | TESLA INC (TSLA) - 1.67% |
| #12 | ALPHABET INC CLASS A (GOOGL) - 1.18% | ELI LILLY AND CO (LLY) - 1.26% |
| #13 | AIRBUS SE (n/a) - 1.08% | JPMORGAN CHASE & CO (JPM) - 1.19% |
| #14 | n/a (n/a) - 1.02% | ADVANCED MICRO DEVICES INC (AMD) - 1.19% |
| #15 | META PLATFORMS INC CLASS A (META) - 1.02% | EXXON MOBIL CORP (XOM) - 0.93% |
| #16 | MTN GROUP LTD (n/a) - 1.01% | JOHNSON & JOHNSON (JNJ) - 0.85% |
| #17 | MIDEA GROUP CO LTD CLASS A (n/a) - 0.98% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.81% |
| #18 | GRUPO MEXICO SAB DE CV CLASS B (n/a) - 0.95% | WALMART INC (WMT) - 0.74% |
| #19 | TOKYO ELECTRON LTD (n/a) - 0.91% | VISA INC CLASS A (V) - 0.71% |
| #20 | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR) - 0.90% | CISCO SYSTEMS INC (CSCO) - 0.70% |
| #21 | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 0.89% | ANALOG DEVICES INC (ADI) - 0.30% |
| #22 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.84% | AT&T INC (T) - 0.29% |
| #23 | NESTLE SA (n/a) - 0.83% | CHURCHILL DOWNS INC (CHDN) - 0.28% |
| #24 | ASML HOLDING NV (n/a) - 0.82% | WESTERN DIGITAL CORP (WDC) - 0.28% |
| #25 | ALIBABA GROUP HOLDING LTD ADR (BABA) - 0.79% | VERIZON COMMUNICATIONS INC (VZ) - 0.27% |
| Total Holdings | 246 | 412 |
CGNG vs APUE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CGNG
+2.02%
APUE
+1.08%
3M
Winner
CGNG
+14.14%
APUE
+12.05%
6M
Winner
CGNG
+15.78%
APUE
+9.83%
1Y
Winner
CGNG
+30.18%
APUE
+25.75%
Max(CAGR)
CGNG
+21.55%
Winner
APUE
+22.68%
CGNG vs APUE - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CGNG | APUE |
|---|---|---|
| 2026 | +11.72% | +9.37% |
| 2025 | +29.31% | +17.72% |
| 2024 | -0.97% | +24.70% |
| 2023 | N/A | +18.42% |
CGNG vs APUE Drawdown Comparison
The maximum drawdown for CGNG was -15.90%, occurring on Apr 8, 2025. Recovery took 148 trading sessions.
The maximum drawdown for APUE was -18.83%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The current CGNG drawdown is -3.09%. The current APUE drawdown is -1.85%.
| Rank | CGNG | APUE |
|---|---|---|
| #1 | -15.90% Oct 7, 2024 - May 12, 2025 | -18.83% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -13.75% Feb 25, 2026 - May 5, 2026 | -10.08% Jul 31, 2023 - Dec 1, 2023 |
| #3 | -8.64% Jul 12, 2024 - Sep 19, 2024 | -8.98% Feb 9, 2026 - Apr 15, 2026 |
| #4 | -7.27% Jun 2, 2026 - Jun 10, 2026 | -8.50% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -5.06% Oct 29, 2025 - Dec 24, 2025 | -5.79% Mar 28, 2024 - May 15, 2024 |
| #6 | -4.50% May 6, 2026 - May 26, 2026 | -4.68% Oct 28, 2025 - Nov 28, 2025 |
| #7 | -3.69% Oct 8, 2025 - Oct 20, 2025 | -4.66% Dec 4, 2024 - Jan 23, 2025 |
| #8 | -3.32% Jan 28, 2026 - Feb 9, 2026 | -4.08% Jun 1, 2026 - Jun 10, 2026 |
| #9 | -3.01% Jul 23, 2025 - Aug 12, 2025 | -3.06% Oct 8, 2025 - Oct 24, 2025 |
| #10 | -2.41% Jun 11, 2025 - Jun 24, 2025 | -2.52% Dec 11, 2025 - Dec 23, 2025 |
| #11 | -2.06% Jan 12, 2026 - Jan 23, 2026 | -2.52% Jul 25, 2025 - Aug 12, 2025 |
| #12 | -1.53% Feb 11, 2026 - Feb 20, 2026 | -2.51% Oct 18, 2024 - Nov 6, 2024 |
| #13 | -1.52% Aug 28, 2025 - Sep 5, 2025 | -2.39% Jan 12, 2026 - Jan 27, 2026 |
| #14 | -1.39% Aug 13, 2025 - Aug 22, 2025 | -2.34% Jan 27, 2026 - Feb 9, 2026 |
| #15 | -1.30% Oct 20, 2025 - Oct 27, 2025 | -2.22% Dec 28, 2023 - Jan 19, 2024 |
Correlation
Correlation between CGNG and APUE is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2023 - 2025)
CGNG vs APUE dividend yield comparison.
| Year | CGNG | APUE |
|---|---|---|
| 2025 | 0.68% | 0.83% |
| 2024 | 0.27% | 0.79% |
| 2023 | 0.00% | 0.41% |
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