CGUI vs XSHQ
Comparison between CAPITAL GROUP ULTRA SHORT INCOME ETF SHARE CLASS (CGUI, ETF) and INVESCO S&P SMALLCAP QUALITY ETF (XSHQ, ETF).
CGUI vs XSHQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGUI
$246M
Winner
XSHQ
$246M
Expense Ratio
Winner
CGUI
0.18%
XSHQ
0.29%
Max Drawdown
Winner
CGUI
0.79%
XSHQ
39.89%
Sharpe Ratio
Winner
CGUI
0.79
XSHQ
0.67
5Y Beta
Winner
CGUI
0.00
XSHQ
0.96
P/E Ratio
CGUI
N/A
XSHQ
16.14
Forward P/E
CGUI
N/A
XSHQ
14.60
5Y Dividends CAGR
CGUI
N/A
XSHQ
11.48%
5Y EPS CAGR
CGUI
N/A
XSHQ
19.97%
Debt to Equity
CGUI
N/A
XSHQ
57.58%
P/S Ratio
CGUI
N/A
XSHQ
1.80
P/B Ratio
CGUI
N/A
XSHQ
3.19
CGUI vs XSHQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CGUI
+0.33%
XSHQ
-1.33%
3M
CGUI
+0.82%
Winner
XSHQ
+4.86%
6M
CGUI
+1.82%
Winner
XSHQ
+7.83%
1Y
CGUI
+4.31%
Winner
XSHQ
+14.62%
5Y(CAGR)
CGUI
N/A
XSHQ
+5.80%
10Y(CAGR)
CGUI
N/A
XSHQ
+8.37%
Max(CAGR)
CGUI
+4.93%
Winner
XSHQ
+8.37%
CGUI vs XSHQ - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | CGUI | XSHQ |
|---|---|---|
| 2026 | +1.46% | +7.20% |
| 2025 | +4.94% | +1.23% |
| 2024 | +3.03% | +8.03% |
| 2023 | N/A | +24.98% |
| 2022 | N/A | -16.09% |
| 2021 | N/A | +25.17% |
| 2020 | N/A | +11.66% |
| 2019 | N/A | +17.69% |
| 2018 | N/A | -6.79% |
| 2017 | N/A | +7.17% |
CGUI vs XSHQ Drawdown Comparison
The maximum drawdown for CGUI was -0.18%, occurring on Mar 20, 2026. Recovery took 16 trading sessions.
The maximum drawdown for XSHQ was -38.33%, occurring on Mar 23, 2020. Recovery took 567 trading sessions.
The current CGUI drawdown is -0.06%. The current XSHQ drawdown is -2.48%.
| Rank | CGUI | XSHQ |
|---|---|---|
| #1 | -0.18% Mar 10, 2026 - Apr 1, 2026 | -38.33% Sep 5, 2018 - Dec 4, 2020 |
| #2 | -0.16% Feb 14, 2025 - Feb 25, 2025 | -27.35% Nov 25, 2024 - Apr 8, 2025 |
| #3 | -0.16% Apr 14, 2026 - Apr 21, 2026 | -25.46% Nov 16, 2021 - Dec 19, 2023 |
| #4 | -0.14% Jan 28, 2025 - Feb 6, 2025 | -10.16% Mar 12, 2021 - Nov 1, 2021 |
| #5 | -0.12% Dec 30, 2024 - Jan 15, 2025 | -9.18% Jul 31, 2024 - Oct 11, 2024 |
| #6 | -0.12% Apr 4, 2025 - Apr 15, 2025 | -8.04% Jan 22, 2018 - May 16, 2018 |
| #7 | -0.12% Mar 10, 2025 - Mar 20, 2025 | -6.95% Mar 28, 2024 - Jul 16, 2024 |
| #8 | -0.12% Dec 6, 2024 - Dec 16, 2024 | -6.29% Dec 27, 2023 - Feb 15, 2024 |
| #9 | -0.12% May 20, 2025 - May 27, 2025 | -6.06% Feb 9, 2021 - Mar 10, 2021 |
| #10 | -0.12% Jul 9, 2025 - Jul 18, 2025 | -5.13% Jan 20, 2021 - Feb 4, 2021 |
| #11 | -0.12% May 8, 2026 - May 26, 2026 | -5.08% Aug 24, 2017 - Sep 29, 2017 |
| #12 | -0.10% May 9, 2025 - May 15, 2025 | -4.71% Oct 17, 2024 - Nov 6, 2024 |
| #13 | -0.10% Sep 10, 2025 - Sep 17, 2025 | -4.68% Jun 11, 2018 - Jul 10, 2018 |
| #14 | -0.08% Aug 5, 2024 - Aug 13, 2024 | -4.30% May 24, 2018 - Jun 11, 2018 |
| #15 | -0.08% Aug 14, 2024 - Aug 16, 2024 | -4.06% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between CGUI and XSHQ is 0.45 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.45
-101
Dividend Comparison (2017 - 2026)
CGUI vs XSHQ dividend yield comparison.
| Year | CGUI | XSHQ |
|---|---|---|
| 2026 | 1.51% | 0.35% |
| 2025 | 4.17% | 1.48% |
| 2024 | 2.62% | 1.18% |
| 2023 | 0.00% | 1.15% |
| 2022 | 0.00% | 2.02% |
| 2021 | 0.00% | 1.25% |
| 2020 | 0.00% | 1.24% |
| 2019 | 0.00% | 1.11% |
| 2018 | 0.00% | 1.16% |
| 2017 | 0.00% | 0.60% |
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