CGSM vs AVIV
Comparison between CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF SHARE CLASS (CGSM, ETF) and AVANTIS INTERNATIONAL LARGE CAP VALUE ETF (AVIV, ETF).
CGSM vs AVIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CGSM vs AVIV - Historical Returns
Returns include dividend reinvestment.
CGSM vs AVIV - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | CGSM | AVIV |
|---|---|---|
| 2026 | +0.87% | +9.84% |
| 2025 | +4.46% | +42.08% |
| 2024 | +3.75% | +5.24% |
| 2023 | +4.04% | +18.14% |
| 2022 | N/A | -9.00% |
| 2021 | N/A | +1.92% |
CGSM vs AVIV Drawdown Comparison
The maximum drawdown for CGSM was -1.42%, occurring on Apr 11, 2025. Recovery took 62 trading sessions.
The maximum drawdown for AVIV was -27.72%, occurring on Sep 27, 2022. Recovery took 384 trading sessions.
The current CGSM drawdown is -0.52%. The current AVIV drawdown is -1.76%.
| Rank | CGSM | AVIV |
|---|---|---|
| #1 | -1.42% Feb 28, 2025 - May 29, 2025 | -27.72% Jan 14, 2022 - Jul 28, 2023 |
| #2 | -1.18% Feb 26, 2026 - Mar 26, 2026 | -14.13% Mar 19, 2025 - Apr 28, 2025 |
| #3 | -1.15% Oct 2, 2024 - Dec 2, 2024 | -10.78% Feb 27, 2026 - Mar 20, 2026 |
| #4 | -0.90% Dec 6, 2024 - Jan 31, 2025 | -9.85% Jul 31, 2023 - Dec 13, 2023 |
| #5 | -0.79% Dec 29, 2023 - Feb 1, 2024 | -8.07% Sep 26, 2024 - Feb 13, 2025 |
| #6 | -0.74% May 15, 2024 - Jun 13, 2024 | -7.53% Jul 17, 2024 - Aug 21, 2024 |
| #7 | -0.70% Feb 1, 2024 - Mar 1, 2024 | -7.09% Nov 8, 2021 - Jan 7, 2022 |
| #8 | -0.46% Mar 22, 2024 - May 7, 2024 | -4.75% Nov 12, 2025 - Dec 3, 2025 |
| #9 | -0.45% Sep 17, 2025 - Nov 28, 2025 | -4.46% May 20, 2024 - Jul 12, 2024 |
| #10 | -0.44% Oct 13, 2023 - Nov 2, 2023 | -4.35% Dec 27, 2023 - Feb 23, 2024 |
| #11 | -0.32% Sep 28, 2023 - Oct 11, 2023 | -4.21% Apr 9, 2024 - May 14, 2024 |
| #12 | -0.25% Sep 16, 2024 - Sep 27, 2024 | -3.92% Aug 30, 2024 - Sep 19, 2024 |
| #13 | -0.23% Aug 5, 2024 - Aug 14, 2024 | -3.48% Jul 23, 2025 - Aug 12, 2025 |
| #14 | -0.19% Mar 13, 2024 - Mar 22, 2024 | -2.97% Oct 6, 2025 - Oct 27, 2025 |
| #15 | -0.19% Feb 5, 2025 - Feb 20, 2025 | -2.34% Mar 7, 2025 - Mar 17, 2025 |
Correlation
Correlation between CGSM and AVIV is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2021 - 2026)
CGSM vs AVIV dividend yield comparison.
| Year | CGSM | AVIV |
|---|---|---|
| 2026 | 0.98% | 0.13% |
| 2025 | 3.05% | 3.01% |
| 2024 | 3.11% | 3.46% |
| 2023 | 0.84% | 3.64% |
| 2022 | 0.00% | 2.84% |
| 2021 | 0.00% | 0.57% |
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