CGVV vs MAXJ
Comparison between CAPITAL GROUP U.S. LARGE VALUE ETF SHARE CLASS (CGVV, ETF) and ISHARES LARGE CAP MAX BUFFER JUN ETF (MAXJ, ETF).
CGVV vs MAXJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CGVV vs MAXJ - Holdings Comparison
CGVV and MAXJ have 0 common holdings. Overlap is 0.00%
CGVV's top 25 holdings weight is 53.80%. MAXJ's top 25 holdings weight is 112.83%.
| Rank | CGVV | MAXJ |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 4.97% | ISHARES CORE S&P 500 ETF (IVV) - 112.83% |
| #2 | INTEL CORP (INTC) - 4.48% | N/A |
| #3 | ALPHABET INC CLASS A (GOOGL) - 3.76% | N/A |
| #4 | STARBUCKS CORP (SBUX) - 3.42% | N/A |
| #5 | API GROUP CORP (APG) - 3.12% | N/A |
| #6 | JPMORGAN CHASE & CO (JPM) - 2.60% | N/A |
| #7 | APPLIED MATERIALS INC (AMAT) - 2.46% | N/A |
| #8 | APOLLO GLOBAL MANAGEMENT INC (APO) - 2.36% | N/A |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.23% | N/A |
| #10 | META PLATFORMS INC CLASS A (META) - 2.21% | N/A |
| #11 | WELLS FARGO & CO (WFC) - 2.17% | N/A |
| #12 | RTX CORP (RTX) - 2.02% | N/A |
| #13 | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 2.00% | N/A |
| #14 | OVINTIV INC (OVV) - 1.98% | N/A |
| #15 | n/a (GEHC) - 1.89% | N/A |
| #16 | MEDTRONIC PLC (MDT) - 1.86% | N/A |
| #17 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.81% | N/A |
| #18 | STRATEGY INC CLASS A (MSTR) - 1.80% | N/A |
| #19 | AIR PRODUCTS AND CHEMICALS INC (APD) - 1.76% | N/A |
| #20 | ROYAL CARIBBEAN GROUP (RCL) - 1.75% | N/A |
| #21 | ARROW ELECTRONICS INC (ARW) - 0.67% | N/A |
| #22 | SYSCO CORP (SYY) - 0.67% | N/A |
| #23 | PG&E CORP (PCG) - 0.66% | N/A |
| #24 | SMURFIT WESTROCK PLC (SW) - 0.61% | N/A |
| #25 | USD (n/a) - 0.54% | N/A |
| Total Holdings | 25 | 1 |
CGVV vs MAXJ - Historical Returns
Returns include dividend reinvestment.
CGVV vs MAXJ - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | CGVV | MAXJ |
|---|---|---|
| 2026 | +12.44% | +2.98% |
| 2025 | +6.42% | +9.08% |
| 2024 | N/A | +4.55% |
CGVV vs MAXJ Drawdown Comparison
The maximum drawdown for CGVV was -10.11%, occurring on Mar 30, 2026. Recovery took 48 trading sessions.
The maximum drawdown for MAXJ was -6.35%, occurring on Apr 4, 2025. Recovery took 61 trading sessions.
The current MAXJ drawdown is -0.05%.
| Rank | CGVV | MAXJ |
|---|---|---|
| #1 | -10.11% Feb 6, 2026 - Apr 17, 2026 | -6.35% Feb 19, 2025 - May 16, 2025 |
| #2 | -4.88% Jul 25, 2025 - Aug 22, 2025 | -1.76% Jul 16, 2024 - Aug 15, 2024 |
| #3 | -4.86% Oct 8, 2025 - Nov 28, 2025 | -1.70% Feb 25, 2026 - Apr 9, 2026 |
| #4 | -2.55% May 6, 2026 - Jun 12, 2026 | -1.51% Aug 30, 2024 - Sep 13, 2024 |
| #5 | -2.42% Sep 11, 2025 - Oct 8, 2025 | -1.40% May 19, 2025 - Jun 2, 2025 |
| #6 | -2.02% Jul 10, 2025 - Jul 23, 2025 | -0.94% Dec 26, 2024 - Jan 17, 2025 |
| #7 | -1.63% Jan 16, 2026 - Jan 21, 2026 | -0.92% Oct 22, 2024 - Nov 6, 2024 |
| #8 | -1.50% Dec 11, 2025 - Dec 24, 2025 | -0.91% Dec 11, 2024 - Dec 26, 2024 |
| #9 | -1.46% Dec 5, 2025 - Dec 10, 2025 | -0.67% Jun 16, 2025 - Jun 23, 2025 |
| #10 | -1.09% Dec 24, 2025 - Jan 5, 2026 | -0.67% Nov 8, 2024 - Nov 22, 2024 |
| #11 | -1.02% Jan 6, 2026 - Jan 9, 2026 | -0.60% Jun 12, 2025 - Jun 16, 2025 |
| #12 | -1.00% Jul 3, 2025 - Jul 10, 2025 | -0.58% Sep 26, 2024 - Oct 9, 2024 |
| #13 | -0.87% Feb 4, 2026 - Feb 6, 2026 | -0.53% Nov 12, 2025 - Nov 26, 2025 |
| #14 | -0.76% Nov 28, 2025 - Dec 3, 2025 | -0.49% Jan 24, 2025 - Feb 6, 2025 |
| #15 | -0.75% Apr 20, 2026 - Apr 23, 2026 | -0.42% Feb 2, 2026 - Feb 9, 2026 |
Correlation
Correlation between CGVV and MAXJ is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2024 - 2025)
CGVV vs MAXJ dividend yield comparison.
| Year | CGVV | MAXJ |
|---|---|---|
| 2025 | 0.57% | 1.01% |
| 2024 | 0.00% | 0.81% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks