CGVV vs BWG

Comparison between CAPITAL GROUP U.S. LARGE VALUE ETF SHARE CLASS (CGVV, ETF) and BrandywineGLOBAL - Global Income Opportunities Fund Inc (BWG, ETF).

CGVV vs BWG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGVV(ETF)	BWG(ETF)
Net Assets	$146M	$146M
Expense Ratio	0.33%	N/A
Max Drawdown	10.11%	67.84%
Sharpe Ratio	1.16	0.14
5Y Beta	0.91	0.34
P/E Ratio	23.17	N/A
Forward P/E	15.95	N/A
PEG Ratio	0.49	N/A
5Y Dividends CAGR	N/A	1.40%
5Y EPS CAGR	13.55%	N/A
Debt to Equity	27.75%	N/A
P/S Ratio	2.15	N/A
P/B Ratio	2.99	N/A

Net Assets

CGVV

$146M

BWG

$146M

Expense Ratio

CGVV

0.33%

BWG

N/A

Max Drawdown

Winner

CGVV

10.11%

BWG

67.84%

Sharpe Ratio

Winner

CGVV

1.16

BWG

0.14

5Y Beta

CGVV

0.91

Winner

BWG

0.34

P/E Ratio

CGVV

23.17

BWG

N/A

Forward P/E

CGVV

15.95

BWG

N/A

PEG Ratio

CGVV

0.49

BWG

N/A

5Y Dividends CAGR

CGVV

N/A

BWG

1.40%

5Y EPS CAGR

CGVV

13.55%

BWG

N/A

Debt to Equity

CGVV

27.75%

BWG

N/A

P/S Ratio

CGVV

2.15

BWG

N/A

P/B Ratio

CGVV

2.99

BWG

N/A

CGVV vs BWG - Historical Returns

Returns include dividend reinvestment.

Period	CGVV	BWG
1 month	-0.63%	-1.01%
3 months	+6.18%	-2.13%
6 months	+8.67%	-2.47%
1 year	+21.37%	+4.79%
5 years(CAGR)	N/A	+1.82%
10 years(CAGR)	N/A	+4.23%
Max(CAGR)	+20.02%	+3.08%

Winner

CGVV

-0.63%

BWG

-1.01%

Winner

CGVV

+6.18%

BWG

-2.13%

Winner

CGVV

+8.67%

BWG

-2.47%

Winner

CGVV

+21.37%

BWG

+4.79%

5Y(CAGR)

CGVV

N/A

BWG

+1.82%

10Y(CAGR)

CGVV

N/A

BWG

+4.23%

Max(CAGR)

Winner

CGVV

+20.02%

BWG

+3.08%

CGVV vs BWG - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	CGVV	BWG
2026	+12.95%	-0.84%
2025	+6.42%	+16.63%
2024	N/A	+8.11%
2023	N/A	+15.67%
2022	N/A	-21.86%
2021	N/A	+2.00%
2020	N/A	+4.50%
2019	N/A	+30.08%
2018	N/A	-12.62%
2017	N/A	+16.07%
2016	N/A	+12.89%
2015	N/A	-20.90%
2014	N/A	+7.60%
2013	N/A	-9.61%
2012	N/A	+6.06%

CGVV vs BWG Drawdown Comparison

The maximum drawdown for CGVV was -10.11%, occurring on Mar 30, 2026. Recovery took 48 trading sessions.

The maximum drawdown for BWG was -35.45%, occurring on Jan 20, 2016. Recovery took 1182 trading sessions.

The current CGVV drawdown is -0.94%. The current BWG drawdown is -4.94%.

Rank	CGVV	BWG
#1	-10.11% Feb 6, 2026 - Apr 17, 2026	-35.45% May 9, 2013 - Jan 18, 2018
#2	-4.88% Jul 25, 2025 - Aug 22, 2025	-34.27% Feb 20, 2020 - Jan 28, 2021
#3	-4.86% Oct 8, 2025 - Nov 28, 2025	-34.11% Sep 3, 2021 - Jun 30, 2025
#4	-2.55% May 6, 2026 - Jun 12, 2026	-18.97% Jan 25, 2018 - Aug 1, 2019
#5	-2.42% Sep 11, 2025 - Oct 8, 2025	-13.69% May 7, 2012 - Aug 6, 2012
#6	-2.02% Jul 10, 2025 - Jul 23, 2025	-12.02% Feb 11, 2026 - Mar 30, 2026
#7	-1.88% Jun 30, 2026 - Jul 8, 2026	-5.70% Sep 17, 2025 - Jan 28, 2026
#8	-1.63% Jan 16, 2026 - Jan 21, 2026	-4.94% Feb 17, 2021 - May 27, 2021
#9	-1.55% Jun 15, 2026 - Jun 30, 2026	-4.71% Feb 11, 2013 - Apr 9, 2013
#10	-1.50% Dec 11, 2025 - Dec 24, 2025	-4.44% Aug 7, 2012 - Sep 6, 2012
#11	-1.46% Dec 5, 2025 - Dec 10, 2025	-4.37% Nov 12, 2012 - Dec 11, 2012
#12	-1.09% Dec 24, 2025 - Jan 5, 2026	-3.10% Jun 9, 2021 - Aug 30, 2021
#13	-1.02% Jan 6, 2026 - Jan 9, 2026	-3.09% Oct 23, 2012 - Nov 9, 2012
#14	-1.00% Jul 3, 2025 - Jul 10, 2025	-2.00% Jul 9, 2025 - Aug 4, 2025
#15	-0.87% Feb 4, 2026 - Feb 6, 2026	-1.80% Aug 16, 2019 - Sep 24, 2019

Correlation

Correlation between CGVV and BWG is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.53

-101

Dividend Comparison (2012 - 2026)

CGVV vs BWG dividend yield comparison.

Year	CGVV	BWG
2026	0.35%	6.14%
2025	0.57%	11.47%
2024	0.00%	12.00%
2023	0.00%	11.73%
2022	0.00%	13.25%
2021	0.00%	8.20%
2020	0.00%	6.81%
2019	0.00%	6.55%
2018	0.00%	8.70%
2017	0.00%	8.35%
2016	0.00%	10.31%
2015	0.00%	16.41%
2014	0.00%	8.95%
2013	0.00%	10.28%
2012	0.00%	4.64%