CGUS vs SPY
Comparison between CAPITAL GROUP CORE EQUITY ETF SHARE CLASS (CGUS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
CGUS vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGUS
$8.90B
Winner
SPY
$652B
Expense Ratio
CGUS
0.33%
Winner
SPY
0.09%
Max Drawdown
Winner
CGUS
22.41%
SPY
56.47%
Sharpe Ratio
CGUS
1.87
Winner
SPY
2.07
5Y Beta
Winner
CGUS
0.92
SPY
1.00
P/E Ratio
CGUS
30.37
Winner
SPY
28.24
Forward P/E
CGUS
23.43
Winner
SPY
21.85
PEG Ratio
CGUS
0.63
SPY
N/A
5Y Dividends CAGR
CGUS
N/A
SPY
5.43%
5Y EPS CAGR
CGUS
25.05%
Winner
SPY
25.79%
Debt to Equity
CGUS
N/A
SPY
22.35%
P/S Ratio
Winner
CGUS
3.26
SPY
3.55
P/B Ratio
CGUS
5.68
Winner
SPY
5.29
CGUS vs SPY - Holdings Comparison
CGUS and SPY have 63 common holdings. Overlap is 46.74%
CGUS's top 25 holdings weight is 64.42%. SPY's top 25 holdings weight is 51.32%.
| Rank | CGUS | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.61% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | MICROSOFT CORP (MSFT) - 5.92% | APPLE INC (AAPL) - 6.48% |
| #3 | BROADCOM INC (AVGO) - 5.17% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | AMAZON.COM INC (AMZN) - 4.64% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | ELI LILLY AND CO (LLY) - 3.57% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | APPLE INC (AAPL) - 3.29% | BROADCOM INC (AVGO) - 3.09% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.27% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | ALPHABET INC CLASS A (GOOGL) - 2.68% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | RTX CORP (RTX) - 2.52% | TESLA INC (TSLA) - 1.73% |
| #10 | APPLIED MATERIALS INC (AMAT) - 2.33% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | JPMORGAN CHASE & CO (JPM) - 2.27% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | MASTERCARD INC CLASS A (MA) - 2.12% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.95% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | n/a (TSM) - 1.85% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.81% | WALMART INC (WMT) - 0.91% |
| #16 | CANADIAN NATURAL RESOURCES LTD (CNQ) - 1.79% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | ALPHABET INC CLASS C (GOOG) - 1.65% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | BLACKROCK INC (BLK) - 1.64% | VISA INC CLASS A (V) - 0.85% |
| #19 | LINDE PLC (LIN) - 1.53% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | AMPHENOL CORP CLASS A (APH) - 1.39% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | STARBUCKS CORP (SBUX) - 1.34% | INTEL CORP (INTC) - 0.65% |
| #22 | GE AEROSPACE (GE) - 1.32% | NETFLIX INC (NFLX) - 0.64% |
| #23 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.28% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 1.26% | CHEVRON CORP (CVX) - 0.58% |
| #25 | n/a (n/a) - 1.22% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 74 | 505 |
CGUS vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
CGUS
+7.26%
Winner
SPY
+9.11%
3M
CGUS
+5.28%
Winner
SPY
+6.59%
6M
CGUS
+9.14%
Winner
SPY
+10.56%
1Y
CGUS
+29.74%
Winner
SPY
+32.04%
5Y(CAGR)
Winner
CGUS
+15.54%
SPY
+13.35%
10Y(CAGR)
CGUS
N/A
SPY
+15.49%
Max(CAGR)
Winner
CGUS
+15.54%
SPY
+8.50%
CGUS vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | CGUS | SPY |
|---|---|---|
| 2026 | +7.14% | +8.27% |
| 2025 | +16.44% | +18.00% |
| 2024 | +25.86% | +25.59% |
| 2023 | +28.17% | +26.72% |
| 2022 | -7.93% | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
CGUS vs SPY Drawdown Comparison
The maximum drawdown for CGUS was -21.85%, occurring on Sep 30, 2022. Recovery took 322 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current CGUS drawdown is -0.37%.
| Rank | CGUS | SPY |
|---|---|---|
| #1 | -21.85% Mar 29, 2022 - Jul 12, 2023 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -18.06% Feb 6, 2025 - Jun 26, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -9.59% Jan 27, 2026 - Apr 14, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -8.29% Jul 31, 2023 - Nov 14, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -6.73% Jul 16, 2024 - Aug 21, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -5.60% Feb 25, 2022 - Mar 18, 2022 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -5.04% Oct 29, 2025 - Dec 24, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -4.65% Apr 1, 2024 - May 9, 2024 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -4.10% Dec 16, 2024 - Jan 23, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -3.98% Aug 30, 2024 - Sep 19, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -3.00% Oct 8, 2025 - Oct 24, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -2.86% Nov 8, 2024 - Dec 3, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -2.62% Jul 25, 2025 - Aug 13, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.43% Jan 12, 2026 - Jan 27, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.30% May 15, 2024 - Jun 10, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between CGUS and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
CGUS vs SPY dividend yield comparison.
| Year | CGUS | SPY |
|---|---|---|
| 2026 | 0.21% | 0.24% |
| 2025 | 0.95% | 1.07% |
| 2024 | 1.02% | 1.21% |
| 2023 | 1.22% | 1.40% |
| 2022 | 1.10% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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