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
$12B
SDVY
$12B
Expense Ratio
Winner
CGUS
0.33%
SDVY
0.58%
Max Drawdown
Winner
CGUS
22.41%
SDVY
45.19%
Sharpe Ratio
Winner
CGUS
1.13
SDVY
1.05
5Y Beta
CGUS
0.93
Winner
SDVY
0.90
P/E Ratio
CGUS
28.66
Winner
SDVY
17.47
Forward P/E
CGUS
22.80
Winner
SDVY
15.27
PEG Ratio
Winner
CGUS
-0.09
SDVY
0.32
5Y Dividends CAGR
CGUS
N/A
SDVY
7.88%
5Y EPS CAGR
Winner
CGUS
28.48%
SDVY
17.37%
Debt to Equity
CGUS
N/A
SDVY
-7.62%
P/S Ratio
CGUS
3.23
Winner
SDVY
2.14
P/B Ratio
CGUS
6.61
Winner
SDVY
2.63
CGUS vs SDVY - Holdings Comparison
CGUS and SDVY have 1 common holdings. Overlap is 0.00%
CGUS's top 25 holdings weight is 67.18%. SDVY's top 25 holdings weight is 25.45%.
| Rank | CGUS | SDVY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.81% | ENERSYS (ENS) - 1.28% |
| #2 | MICROSOFT CORP (MSFT) - 6.51% | COMFORT SYSTEMS USA INC (FIX) - 1.24% |
| #3 | BROADCOM INC (AVGO) - 5.78% | NATIONAL HEALTHCARE CORP (NHC) - 1.19% |
| #4 | AMAZON.COM INC (AMZN) - 5.34% | PRICESMART INC (PSMT) - 1.18% |
| #5 | ELI LILLY AND CO (LLY) - 3.74% | WOODWARD INC (WWD) - 1.11% |
| #6 | META PLATFORMS INC CLASS A (META) - 3.32% | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 1.08% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 3.24% | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.06% |
| #8 | APPLIED MATERIALS INC (AMAT) - 2.51% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.01% |
| #9 | APPLE INC (AAPL) - 2.48% | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 1.00% |
| #10 | n/a (TSM) - 2.43% | ZIONS BANCORP NA (ZION) - 0.98% |
| #11 | RTX CORP (RTX) - 2.16% | FIRST BANCORP (FBP) - 0.98% |
| #12 | ALPHABET INC CLASS C (GOOG) - 1.96% | EMCOR GROUP INC (EME) - 0.98% |
| #13 | CISCO SYSTEMS INC (CSCO) - 1.94% | WILLIAMS-SONOMA INC (WSM) - 0.98% |
| #14 | JPMORGAN CHASE & CO (JPM) - 1.85% | SELECTIVE INSURANCE GROUP INC (SIGI) - 0.97% |
| #15 | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.84% | UMB FINANCIAL CORP (UMBF) - 0.97% |
| #16 | STARBUCKS CORP (SBUX) - 1.82% | THE HANOVER INSURANCE GROUP INC (THG) - 0.96% |
| #17 | MASTERCARD INC CLASS A (MA) - 1.71% | RALPH LAUREN CORP CLASS A (RL) - 0.95% |
| #18 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.66% | INTERPARFUMS INC (IPAR) - 0.95% |
| #19 | BLACKROCK INC (BLK) - 1.62% | EAST WEST BANCORP INC (EWBC) - 0.95% |
| #20 | ROYAL CARIBBEAN GROUP (RCL) - 1.49% | ACUITY INC (AYI) - 0.95% |
| #21 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.46% | ASSURANT INC (AIZ) - 0.95% |
| #22 | GE AEROSPACE (GE) - 1.40% | TOLL BROTHERS INC (TOL) - 0.94% |
| #23 | LINDE PLC (LIN) - 1.38% | CINCINNATI FINANCIAL CORP (CINF) - 0.94% |
| #24 | CANADIAN NATURAL RESOURCES LTD (CNQ) - 1.38% | WINTRUST FINANCIAL CORP (WTFC) - 0.93% |
| #25 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.35% | SNAP-ON INC (SNA) - 0.92% |
| Total Holdings | 72 | 174 |
CGUS vs SDVY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CGUS
+1.80%
SDVY
+1.62%
3M
CGUS
+3.73%
Winner
SDVY
+6.29%
6M
Winner
CGUS
+10.53%
SDVY
+3.62%
1Y
Winner
CGUS
+19.97%
SDVY
+19.91%
5Y(CAGR)
Winner
CGUS
+15.68%
SDVY
+10.69%
10Y(CAGR)
CGUS
N/A
SDVY
+11.26%
Max(CAGR)
Winner
CGUS
+15.68%
SDVY
+11.26%
CGUS vs SDVY - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | CGUS | SDVY |
|---|---|---|
| 2026 | +12.31% | +13.82% |
| 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 -2.67%. The current SDVY drawdown is -2.38%.
| 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 | -4.03% Jun 2, 2026 - Jun 30, 2026 | -7.23% Nov 16, 2021 - Jan 4, 2022 |
| #11 | -3.98% Aug 30, 2024 - Sep 19, 2024 | -7.15% Mar 28, 2024 - May 15, 2024 |
| #12 | -3.36% Jul 10, 2026 - Aug 3, 2026 | -6.13% Mar 15, 2021 - Apr 5, 2021 |
| #13 | -3.04% Aug 13, 2026 - Aug 20, 2026 | -6.08% Dec 26, 2023 - Mar 7, 2024 |
| #14 | -3.00% Oct 8, 2025 - Oct 24, 2025 | -6.07% May 15, 2024 - Jul 15, 2024 |
| #15 | -2.86% Nov 8, 2024 - Dec 3, 2024 | -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 | 0.38% | 0.43% |
| 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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