CGUS vs JIRE
Comparison between CAPITAL GROUP CORE EQUITY ETF SHARE CLASS (CGUS, ETF) and JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF (JIRE, ETF).
CGUS vs JIRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGUS
$11B
Winner
JIRE
$11B
Expense Ratio
CGUS
0.33%
Winner
JIRE
0.24%
Max Drawdown
CGUS
22.41%
Winner
JIRE
16.11%
Sharpe Ratio
Winner
CGUS
1.42
JIRE
0.90
5Y Beta
CGUS
0.92
Winner
JIRE
0.73
P/E Ratio
CGUS
30.52
JIRE
N/A
Forward P/E
CGUS
23.35
JIRE
N/A
PEG Ratio
CGUS
0.64
JIRE
N/A
5Y EPS CAGR
CGUS
26.29%
JIRE
N/A
P/S Ratio
CGUS
3.55
JIRE
N/A
P/B Ratio
CGUS
6.01
JIRE
N/A
CGUS vs JIRE - Holdings Comparison
CGUS and JIRE have 1 common holdings. Overlap is 0.00%
CGUS's top 25 holdings weight is 66.76%. JIRE's top 25 holdings weight is 33.37%.
| Rank | CGUS | JIRE |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.83% | ASML HOLDING NV (n/a) - 3.71% |
| #2 | BROADCOM INC (AVGO) - 6.31% | ASTRAZENECA PLC (AZN:XLON) - 1.92% |
| #3 | MICROSOFT CORP (MSFT) - 5.90% | SIEMENS AG (n/a) - 1.82% |
| #4 | AMAZON.COM INC (AMZN) - 5.34% | SHELL PLC (n/a) - 1.52% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.48% | HSBC HOLDINGS PLC (n/a) - 1.47% |
| #6 | ELI LILLY AND CO (LLY) - 3.22% | INFINEON TECHNOLOGIES AG (n/a) - 1.44% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.16% | ALLIANZ SE (n/a) - 1.37% |
| #8 | APPLE INC (AAPL) - 3.03% | NESTLE SA (n/a) - 1.36% |
| #9 | APPLIED MATERIALS INC (AMAT) - 2.36% | BHP GROUP LTD (n/a) - 1.32% |
| #10 | JPMORGAN CHASE & CO (JPM) - 2.15% | UNICREDIT SPA (n/a) - 1.28% |
| #11 | ALPHABET INC CLASS C (GOOG) - 2.15% | BANCO SANTANDER SA (n/a) - 1.24% |
| #12 | n/a (TSM) - 2.00% | SAFRAN SA (n/a) - 1.23% |
| #13 | RTX CORP (RTX) - 1.98% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.23% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.93% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.15% |
| #15 | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.78% | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.11% |
| #16 | STARBUCKS CORP (SBUX) - 1.71% | AIR LIQUIDE SA (n/a) - 1.09% |
| #17 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.68% | TOYOTA MOTOR CORP (n/a) - 1.09% |
| #18 | BLACKROCK INC (BLK) - 1.65% | TOKYO ELECTRON LTD (n/a) - 1.09% |
| #19 | CANADIAN NATURAL RESOURCES LTD (CNQ) - 1.58% | BARCLAYS PLC (n/a) - 1.07% |
| #20 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.57% | HITACHI LTD (n/a) - 1.06% |
| #21 | AMPHENOL CORP CLASS A (APH) - 1.47% | RIO TINTO LTD (n/a) - 1.05% |
| #22 | LINDE PLC (LIN) - 1.40% | ATLAS COPCO AB CLASS A (n/a) - 1.00% |
| #23 | CISCO SYSTEMS INC (CSCO) - 1.40% | ENGIE SA (n/a) - 0.92% |
| #24 | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 1.36% | UBS GROUP AG REGISTERED SHARES (n/a) - 0.92% |
| #25 | UNITEDHEALTH GROUP INC (UNH) - 1.32% | n/a (n/a) - 0.91% |
| Total Holdings | 73 | 215 |
CGUS vs JIRE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CGUS
+0.67%
JIRE
-0.99%
3M
Winner
CGUS
+8.31%
JIRE
+3.54%
6M
CGUS
+8.78%
Winner
JIRE
+9.67%
1Y
Winner
CGUS
+22.31%
JIRE
+17.92%
5Y(CAGR)
CGUS
+15.38%
JIRE
N/A
Max(CAGR)
CGUS
+15.38%
Winner
JIRE
+16.57%
CGUS vs JIRE - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | CGUS | JIRE |
|---|---|---|
| 2026 | +7.86% | +5.54% |
| 2025 | +16.44% | +32.39% |
| 2024 | +25.86% | +4.20% |
| 2023 | +28.17% | +19.03% |
| 2022 | -7.93% | +5.72% |
CGUS vs JIRE Drawdown Comparison
The maximum drawdown for CGUS was -21.85%, occurring on Sep 30, 2022. Recovery took 322 trading sessions.
The maximum drawdown for JIRE was -16.11%, occurring on Sep 27, 2022. Recovery took 76 trading sessions.
The current CGUS drawdown is -2.29%. The current JIRE drawdown is -3.27%.
| Rank | CGUS | JIRE |
|---|---|---|
| #1 | -21.85% Mar 29, 2022 - Jul 12, 2023 | -16.11% Aug 12, 2022 - Nov 30, 2022 |
| #2 | -18.06% Feb 6, 2025 - Jun 26, 2025 | -13.61% Mar 19, 2025 - Apr 28, 2025 |
| #3 | -9.59% Jan 27, 2026 - Apr 14, 2026 | -11.77% Feb 25, 2026 - Mar 20, 2026 |
| #4 | -8.29% Jul 31, 2023 - Nov 14, 2023 | -11.08% Jul 28, 2023 - Dec 13, 2023 |
| #5 | -6.73% Jul 16, 2024 - Aug 21, 2024 | -10.57% Sep 26, 2024 - Mar 5, 2025 |
| #6 | -5.60% Feb 25, 2022 - Mar 18, 2022 | -7.63% Jul 12, 2024 - Aug 23, 2024 |
| #7 | -5.04% Oct 29, 2025 - Dec 24, 2025 | -7.02% Feb 1, 2023 - Apr 3, 2023 |
| #8 | -4.65% Apr 1, 2024 - May 9, 2024 | -5.67% Nov 12, 2025 - Dec 11, 2025 |
| #9 | -4.10% Dec 16, 2024 - Jan 23, 2025 | -5.18% Jun 24, 2022 - Jul 27, 2022 |
| #10 | -3.98% Aug 30, 2024 - Sep 19, 2024 | -4.79% Mar 27, 2024 - May 9, 2024 |
| #11 | -3.00% Oct 8, 2025 - Oct 24, 2025 | -4.63% Jul 23, 2025 - Aug 15, 2025 |
| #12 | -2.90% Jun 2, 2026 - Jun 5, 2026 | -4.26% Aug 30, 2024 - Sep 26, 2024 |
| #13 | -2.86% Nov 8, 2024 - Dec 3, 2024 | -4.08% Jun 15, 2023 - Jul 13, 2023 |
| #14 | -2.62% Jul 25, 2025 - Aug 13, 2025 | -3.92% Apr 24, 2023 - Jun 13, 2023 |
| #15 | -2.43% Jan 12, 2026 - Jan 27, 2026 | -3.64% Jun 6, 2024 - Jul 12, 2024 |
Correlation
Correlation between CGUS and JIRE is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2022 - 2026)
CGUS vs JIRE dividend yield comparison.
| Year | CGUS | JIRE |
|---|---|---|
| 2026 | 0.20% | 0.00% |
| 2025 | 0.95% | 2.99% |
| 2024 | 1.02% | 3.03% |
| 2023 | 1.22% | 2.74% |
| 2022 | 1.10% | 2.62% |
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