CGUI vs IFV
Comparison between CAPITAL GROUP ULTRA SHORT INCOME ETF SHARE CLASS (CGUI, ETF) and FIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF (IFV, ETF).
CGUI vs IFV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGUI
$246M
Winner
IFV
$246M
Expense Ratio
Winner
CGUI
0.18%
IFV
1.14%
Max Drawdown
Winner
CGUI
0.79%
IFV
51.24%
Sharpe Ratio
CGUI
0.79
Winner
IFV
1.14
5Y Beta
Winner
CGUI
0.00
IFV
0.68
5Y Dividends CAGR
CGUI
N/A
IFV
7.76%
CGUI vs IFV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CGUI
+0.33%
IFV
-2.72%
3M
CGUI
+0.82%
Winner
IFV
+3.67%
6M
CGUI
+1.82%
Winner
IFV
+11.17%
1Y
CGUI
+4.31%
Winner
IFV
+23.36%
5Y(CAGR)
CGUI
N/A
IFV
+3.94%
10Y(CAGR)
CGUI
N/A
IFV
+6.60%
Max(CAGR)
Winner
CGUI
+4.93%
IFV
+4.43%
CGUI vs IFV - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | CGUI | IFV |
|---|---|---|
| 2026 | +1.46% | +7.04% |
| 2025 | +4.94% | +32.24% |
| 2024 | +3.03% | +1.00% |
| 2023 | N/A | +22.61% |
| 2022 | N/A | -25.67% |
| 2021 | N/A | +4.37% |
| 2020 | N/A | +4.57% |
| 2019 | N/A | +24.45% |
| 2018 | N/A | -21.77% |
| 2017 | N/A | +30.59% |
| 2016 | N/A | -1.59% |
| 2015 | N/A | +0.43% |
| 2014 | N/A | -9.93% |
CGUI vs IFV Drawdown Comparison
The maximum drawdown for CGUI was -0.18%, occurring on Mar 20, 2026. Recovery took 16 trading sessions.
The maximum drawdown for IFV was -48.88%, occurring on Mar 18, 2020. Recovery took 740 trading sessions.
The current CGUI drawdown is -0.06%. The current IFV drawdown is -5.09%.
| Rank | CGUI | IFV |
|---|---|---|
| #1 | -0.18% Mar 10, 2026 - Apr 1, 2026 | -48.88% Jan 26, 2018 - Jan 5, 2021 |
| #2 | -0.16% Feb 14, 2025 - Feb 25, 2025 | -35.32% Jun 8, 2021 - Jun 26, 2025 |
| #3 | -0.16% Apr 14, 2026 - Apr 21, 2026 | -28.10% May 15, 2015 - May 16, 2017 |
| #4 | -0.14% Jan 28, 2025 - Feb 6, 2025 | -14.62% Jul 23, 2014 - Apr 9, 2015 |
| #5 | -0.12% Dec 30, 2024 - Jan 15, 2025 | -12.57% Feb 25, 2026 - May 6, 2026 |
| #6 | -0.12% Apr 4, 2025 - Apr 15, 2025 | -8.11% Feb 16, 2021 - May 28, 2021 |
| #7 | -0.12% Mar 10, 2025 - Mar 20, 2025 | -7.18% May 16, 2017 - Jul 19, 2017 |
| #8 | -0.12% Dec 6, 2024 - Dec 16, 2024 | -5.73% Nov 12, 2025 - Dec 19, 2025 |
| #9 | -0.12% May 20, 2025 - May 27, 2025 | -5.09% May 11, 2026 - Jun 5, 2026 |
| #10 | -0.12% Jul 9, 2025 - Jul 18, 2025 | -4.72% Jul 23, 2025 - Aug 12, 2025 |
| #11 | -0.12% May 8, 2026 - May 26, 2026 | -4.26% Jan 21, 2021 - Feb 3, 2021 |
| #12 | -0.10% May 9, 2025 - May 15, 2025 | -3.56% Aug 22, 2025 - Sep 30, 2025 |
| #13 | -0.10% Sep 10, 2025 - Sep 17, 2025 | -3.15% Nov 24, 2017 - Dec 27, 2017 |
| #14 | -0.08% Aug 5, 2024 - Aug 13, 2024 | -3.10% Aug 7, 2017 - Sep 1, 2017 |
| #15 | -0.08% Aug 14, 2024 - Aug 16, 2024 | -2.95% Oct 6, 2025 - Nov 12, 2025 |
Correlation
Correlation between CGUI and IFV is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2014 - 2026)
CGUI vs IFV dividend yield comparison.
| Year | CGUI | IFV |
|---|---|---|
| 2026 | 1.51% | 0.03% |
| 2025 | 4.17% | 1.95% |
| 2024 | 2.62% | 2.31% |
| 2023 | 0.00% | 2.88% |
| 2022 | 0.00% | 3.79% |
| 2021 | 0.00% | 1.04% |
| 2020 | 0.00% | 1.53% |
| 2019 | 0.00% | 2.91% |
| 2018 | 0.00% | 1.86% |
| 2017 | 0.00% | 1.43% |
| 2016 | 0.00% | 1.10% |
| 2015 | 0.00% | 1.52% |
| 2014 | 0.00% | 0.21% |
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