CGUI vs GOVZ
Comparison between CAPITAL GROUP ULTRA SHORT INCOME ETF SHARE CLASS (CGUI, ETF) and ISHARES 25+ YEAR TREASURY STRIPS BOND ETF (GOVZ, ETF).
CGUI vs GOVZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CGUI
$267M
GOVZ
$267M
Expense Ratio
CGUI
0.18%
Winner
GOVZ
0.10%
Max Drawdown
Winner
CGUI
0.79%
GOVZ
66.13%
Sharpe Ratio
Winner
CGUI
0.87
GOVZ
0.02
5Y Beta
Winner
CGUI
0.00
GOVZ
0.10
5Y Dividends CAGR
CGUI
N/A
GOVZ
17.73%
CGUI vs GOVZ - Historical Returns
Returns include dividend reinvestment.
1M
CGUI
+0.41%
Winner
GOVZ
+4.92%
3M
Winner
CGUI
+1.00%
GOVZ
-0.75%
6M
Winner
CGUI
+1.90%
GOVZ
-0.34%
1Y
Winner
CGUI
+4.37%
GOVZ
+4.05%
5Y(CAGR)
CGUI
N/A
GOVZ
-11.60%
Max(CAGR)
Winner
CGUI
+4.95%
GOVZ
-13.41%
CGUI vs GOVZ - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | CGUI | GOVZ |
|---|---|---|
| 2026 | +1.64% | +0.06% |
| 2025 | +4.94% | -2.00% |
| 2024 | +3.03% | -15.35% |
| 2023 | N/A | -1.66% |
| 2022 | N/A | -38.84% |
| 2021 | N/A | -4.48% |
| 2020 | N/A | -5.61% |
CGUI vs GOVZ Drawdown Comparison
The maximum drawdown for CGUI was -0.18%, occurring on Mar 20, 2026. Recovery took 16 trading sessions.
The maximum drawdown for GOVZ was -59.65%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current GOVZ drawdown is -56.14%.
| Rank | CGUI | GOVZ |
|---|---|---|
| #1 | -0.18% Mar 10, 2026 - Apr 1, 2026 | -59.65% Sep 24, 2020 - Oct 19, 2023 |
| #2 | -0.16% Feb 14, 2025 - Feb 25, 2025 | N/A |
| #3 | -0.16% Apr 14, 2026 - Apr 21, 2026 | N/A |
| #4 | -0.14% Jan 28, 2025 - Feb 6, 2025 | N/A |
| #5 | -0.12% Dec 30, 2024 - Jan 15, 2025 | N/A |
| #6 | -0.12% Apr 4, 2025 - Apr 15, 2025 | N/A |
| #7 | -0.12% Mar 10, 2025 - Mar 20, 2025 | N/A |
| #8 | -0.12% Dec 6, 2024 - Dec 16, 2024 | N/A |
| #9 | -0.12% May 20, 2025 - May 27, 2025 | N/A |
| #10 | -0.12% Jul 9, 2025 - Jul 18, 2025 | N/A |
| #11 | -0.12% May 8, 2026 - May 26, 2026 | N/A |
| #12 | -0.10% May 9, 2025 - May 15, 2025 | N/A |
| #13 | -0.10% Sep 10, 2025 - Sep 17, 2025 | N/A |
| #14 | -0.08% Aug 5, 2024 - Aug 13, 2024 | N/A |
| #15 | -0.08% Aug 14, 2024 - Aug 16, 2024 | N/A |
Correlation
Correlation between CGUI and GOVZ is -0.70 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.70
-101
Dividend Comparison (2020 - 2026)
CGUI vs GOVZ dividend yield comparison.
| Year | CGUI | GOVZ |
|---|---|---|
| 2026 | 1.51% | 2.17% |
| 2025 | 4.17% | 5.00% |
| 2024 | 2.62% | 4.68% |
| 2023 | 0.00% | 3.83% |
| 2022 | 0.00% | 3.69% |
| 2021 | 0.00% | 1.76% |
| 2020 | 0.00% | 0.39% |
Select Stocks to Compare
Popular: CGUI vs SPYGOVZ vs SPY
More Comparisons
Compare with similar stocks