CGUS vs SDVY
Comparison between CAPITAL GROUP CORE EQUITY ETF SHARE CLASS (CGUS, ETF) and FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (SDVY, ETF).
CGUS vs SDVY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGUS
$11B
SDVY
$11B
Expense Ratio
Winner
CGUS
0.33%
SDVY
0.58%
Max Drawdown
Winner
CGUS
22.41%
SDVY
45.19%
Sharpe Ratio
Winner
CGUS
1.42
SDVY
1.11
5Y Beta
Winner
CGUS
0.92
SDVY
0.93
P/E Ratio
CGUS
30.52
Winner
SDVY
17.09
Forward P/E
CGUS
23.35
Winner
SDVY
15.28
PEG Ratio
CGUS
0.64
Winner
SDVY
0.26
5Y Dividends CAGR
CGUS
N/A
SDVY
10.72%
5Y EPS CAGR
Winner
CGUS
26.29%
SDVY
17.86%
Debt to Equity
CGUS
N/A
SDVY
14.57%
P/S Ratio
CGUS
3.55
Winner
SDVY
2.02
P/B Ratio
CGUS
6.01
Winner
SDVY
2.44
CGUS vs SDVY - Holdings Comparison
CGUS and SDVY have 1 common holdings. Overlap is 0.00%
CGUS's top 25 holdings weight is 66.76%. SDVY's top 25 holdings weight is 27.90%.
| Rank | CGUS | SDVY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.83% | COMFORT SYSTEMS USA INC (FIX) - 1.97% |
| #2 | BROADCOM INC (AVGO) - 6.31% | POWELL INDUSTRIES INC (POWL) - 1.68% |
| #3 | MICROSOFT CORP (MSFT) - 5.90% | ENERSYS (ENS) - 1.66% |
| #4 | AMAZON.COM INC (AMZN) - 5.34% | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.34% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.48% | n/a (WFRD) - 1.28% |
| #6 | ELI LILLY AND CO (LLY) - 3.22% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.17% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.16% | PRICESMART INC (PSMT) - 1.14% |
| #8 | APPLE INC (AAPL) - 3.03% | EMCOR GROUP INC (EME) - 1.13% |
| #9 | APPLIED MATERIALS INC (AMAT) - 2.36% | CACTUS INC CLASS A (WHD) - 1.10% |
| #10 | JPMORGAN CHASE & CO (JPM) - 2.15% | NORTHERN TRUST CORP (NTRS) - 1.09% |
| #11 | ALPHABET INC CLASS C (GOOG) - 2.15% | MUELLER INDUSTRIES INC (MLI) - 1.08% |
| #12 | n/a (TSM) - 2.00% | WOODWARD INC (WWD) - 1.02% |
| #13 | RTX CORP (RTX) - 1.98% | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.98% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.93% | EAST WEST BANCORP INC (EWBC) - 0.97% |
| #15 | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.78% | NETAPP INC (NTAP) - 0.97% |
| #16 | STARBUCKS CORP (SBUX) - 1.71% | ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 0.96% |
| #17 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.68% | NEW YORK TIMES CO CLASS A (NYT) - 0.95% |
| #18 | BLACKROCK INC (BLK) - 1.65% | FIRST BANCORP (FBP) - 0.95% |
| #19 | CANADIAN NATURAL RESOURCES LTD (CNQ) - 1.58% | UMB FINANCIAL CORP (UMBF) - 0.94% |
| #20 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.57% | ASSURANT INC (AIZ) - 0.93% |
| #21 | AMPHENOL CORP CLASS A (APH) - 1.47% | RALPH LAUREN CORP CLASS A (RL) - 0.92% |
| #22 | LINDE PLC (LIN) - 1.40% | FOX CORP CLASS A (FOXA) - 0.92% |
| #23 | CISCO SYSTEMS INC (CSCO) - 1.40% | WINTRUST FINANCIAL CORP (WTFC) - 0.92% |
| #24 | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 1.36% | PRIMORIS SERVICES CORP (PRIM) - 0.92% |
| #25 | UNITEDHEALTH GROUP INC (UNH) - 1.32% | ITT INC (ITT) - 0.91% |
| Total Holdings | 73 | 168 |
CGUS vs SDVY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CGUS
+0.67%
SDVY
-0.12%
3M
Winner
CGUS
+8.31%
SDVY
+3.74%
6M
CGUS
+8.78%
Winner
SDVY
+9.83%
1Y
Winner
CGUS
+22.31%
SDVY
+21.20%
5Y(CAGR)
Winner
CGUS
+15.38%
SDVY
+8.91%
10Y(CAGR)
CGUS
N/A
SDVY
+10.88%
Max(CAGR)
Winner
CGUS
+15.38%
SDVY
+10.88%
CGUS vs SDVY - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | CGUS | SDVY |
|---|---|---|
| 2026 | +7.86% | +8.20% |
| 2025 | +16.44% | +9.13% |
| 2024 | +25.86% | +11.49% |
| 2023 | +28.17% | +28.50% |
| 2022 | -7.93% | -12.37% |
| 2021 | N/A | +29.11% |
| 2020 | N/A | +11.08% |
| 2019 | N/A | +24.65% |
| 2018 | N/A | -15.06% |
| 2017 | N/A | +5.78% |
CGUS vs SDVY Drawdown Comparison
The maximum drawdown for CGUS was -21.85%, occurring on Sep 30, 2022. Recovery took 322 trading sessions.
The maximum drawdown for SDVY was -44.70%, occurring on Mar 23, 2020. Recovery took 334 trading sessions.
The current CGUS drawdown is -2.29%. The current SDVY drawdown is -1.62%.
| Rank | CGUS | SDVY |
|---|---|---|
| #1 | -21.85% Mar 29, 2022 - Jul 12, 2023 | -44.70% Jul 24, 2019 - Nov 17, 2020 |
| #2 | -18.06% Feb 6, 2025 - Jun 26, 2025 | -25.92% Nov 25, 2024 - Jan 5, 2026 |
| #3 | -9.59% Jan 27, 2026 - Apr 14, 2026 | -24.44% Jan 4, 2022 - Jul 19, 2023 |
| #4 | -8.29% Jul 31, 2023 - Nov 14, 2023 | -22.58% Aug 21, 2018 - Jul 24, 2019 |
| #5 | -6.73% Jul 16, 2024 - Aug 21, 2024 | -12.52% Aug 7, 2023 - Dec 4, 2023 |
| #6 | -5.60% Feb 25, 2022 - Mar 18, 2022 | -9.76% Jul 31, 2024 - Oct 11, 2024 |
| #7 | -5.04% Oct 29, 2025 - Dec 24, 2025 | -9.27% Feb 20, 2026 - Apr 27, 2026 |
| #8 | -4.65% Apr 1, 2024 - May 9, 2024 | -8.86% May 7, 2021 - Nov 3, 2021 |
| #9 | -4.10% Dec 16, 2024 - Jan 23, 2025 | -8.09% Jan 23, 2018 - Aug 21, 2018 |
| #10 | -3.98% Aug 30, 2024 - Sep 19, 2024 | -7.23% Nov 16, 2021 - Jan 4, 2022 |
| #11 | -3.00% Oct 8, 2025 - Oct 24, 2025 | -7.15% Mar 28, 2024 - May 15, 2024 |
| #12 | -2.90% Jun 2, 2026 - Jun 5, 2026 | -6.13% Mar 15, 2021 - Apr 5, 2021 |
| #13 | -2.86% Nov 8, 2024 - Dec 3, 2024 | -6.08% Dec 26, 2023 - Mar 7, 2024 |
| #14 | -2.62% Jul 25, 2025 - Aug 13, 2025 | -6.07% May 15, 2024 - Jul 15, 2024 |
| #15 | -2.43% Jan 12, 2026 - Jan 27, 2026 | -5.95% Jan 20, 2021 - Feb 5, 2021 |
Correlation
Correlation between CGUS and SDVY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2017 - 2026)
CGUS vs SDVY dividend yield comparison.
| Year | CGUS | SDVY |
|---|---|---|
| 2026 | 0.20% | 0.23% |
| 2025 | 0.95% | 1.69% |
| 2024 | 1.02% | 1.60% |
| 2023 | 1.22% | 1.90% |
| 2022 | 1.10% | 2.28% |
| 2021 | 0.00% | 1.09% |
| 2020 | 0.00% | 1.48% |
| 2019 | 0.00% | 1.69% |
| 2018 | 0.00% | 1.57% |
| 2017 | 0.00% | 0.29% |
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