CGUI vs SMCX
Comparison between CAPITAL GROUP ULTRA SHORT INCOME ETF SHARE CLASS (CGUI, ETF) and DEFIANCE DAILY TARGET 2X LONG SMCI ETF (SMCX, ETF).
CGUI vs SMCX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CGUI
$267M
SMCX
$266M
Expense Ratio
CGUI
0.18%
SMCX
N/A
Max Drawdown
Winner
CGUI
0.79%
SMCX
99.06%
Sharpe Ratio
Winner
CGUI
0.87
SMCX
-0.20
5Y Beta
Winner
CGUI
0.00
SMCX
4.72
CGUI vs SMCX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CGUI
+0.41%
SMCX
-24.10%
3M
Winner
CGUI
+1.00%
SMCX
-54.97%
6M
Winner
CGUI
+1.90%
SMCX
-60.71%
1Y
Winner
CGUI
+4.37%
SMCX
-86.57%
Max(CAGR)
Winner
CGUI
+4.95%
SMCX
-90.30%
CGUI vs SMCX - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | CGUI | SMCX |
|---|---|---|
| 2026 | +1.64% | -58.55% |
| 2025 | +4.94% | -68.89% |
| 2024 | +3.03% | -89.57% |
CGUI vs SMCX Drawdown Comparison
The maximum drawdown for CGUI was -0.18%, occurring on Mar 20, 2026. Recovery took 16 trading sessions.
The maximum drawdown for SMCX was -99.02%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The current SMCX drawdown is -98.58%.
| Rank | CGUI | SMCX |
|---|---|---|
| #1 | -0.18% Mar 10, 2026 - Apr 1, 2026 | -99.02% Aug 23, 2024 - Mar 20, 2026 |
| #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 SMCX is -0.72 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.72
-101
Dividend Comparison (2024 - 2026)
CGUI vs SMCX dividend yield comparison.
| Year | CGUI | SMCX |
|---|---|---|
| 2026 | 1.51% | 0.00% |
| 2025 | 4.17% | 4.39% |
| 2024 | 2.62% | 0.00% |
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