CVGD vs SPY
Comparison between CRESALTA GLOBAL DIVIDEND ETF (CVGD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
CVGD vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CVGD
$133M
Winner
SPY
$784B
Expense Ratio
CVGD
0.50%
Winner
SPY
0.09%
Max Drawdown
Winner
CVGD
1.68%
SPY
56.47%
Sharpe Ratio
CVGD
1.16
Winner
SPY
1.56
5Y Beta
Winner
CVGD
0.40
SPY
1.00
P/E Ratio
Winner
CVGD
18.64
SPY
28.29
Forward P/E
Winner
CVGD
12.44
SPY
21.75
PEG Ratio
CVGD
0.09
SPY
N/A
5Y Dividends CAGR
CVGD
N/A
SPY
5.43%
5Y EPS CAGR
CVGD
11.65%
Winner
SPY
25.98%
Debt to Equity
CVGD
73.68%
Winner
SPY
30.79%
P/S Ratio
Winner
CVGD
0.05
SPY
3.79
P/B Ratio
Winner
CVGD
2.04
SPY
5.67
CVGD vs SPY - Holdings Comparison
CVGD and SPY have 27 common holdings. Overlap is 3.53%
CVGD's top 25 holdings weight is 71.61%. SPY's top 25 holdings weight is 52.46%.
| Rank | CVGD | SPY |
|---|---|---|
| #1 | RENESAS ELECTRONICS CORP ADR (RNECY) - 4.72% | NVIDIA CORP (NVDA) - 8.30% |
| #2 | CITIGROUP INC (C) - 4.38% | APPLE INC (AAPL) - 7.09% |
| #3 | VERIZON COMMUNICATIONS INC (VZ) - 4.10% | MICROSOFT CORP (MSFT) - 5.02% |
| #4 | ELEVANCE HEALTH INC (ELV) - 3.81% | AMAZON.COM INC (AMZN) - 3.84% |
| #5 | CVS HEALTH CORP (CVS) - 3.73% | BROADCOM INC (AVGO) - 3.50% |
| #6 | MERCK & CO INC (MRK) - 3.59% | ALPHABET INC CLASS A (GOOGL) - 3.23% |
| #7 | GILEAD SCIENCES INC (GILD) - 3.36% | ALPHABET INC CLASS C (GOOG) - 2.57% |
| #8 | CSX CORP (CSX) - 3.19% | META PLATFORMS INC CLASS A (META) - 2.00% |
| #9 | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 2.95% | MICRON TECHNOLOGY INC (MU) - 1.84% |
| #10 | ALIBABA GROUP HOLDING LTD ADR (BABA) - 2.83% | TESLA INC (TSLA) - 1.83% |
| #11 | HUNTINGTON BANCSHARES INC (HBAN) - 2.81% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32% |
| #12 | PRUDENTIAL PLC ADR (PUK) - 2.75% | ADVANCED MICRO DEVICES INC (AMD) - 1.30% |
| #13 | ASTRAZENECA PLC (AZN) - 2.65% | ELI LILLY AND CO (LLY) - 1.29% |
| #14 | INFINEON TECHNOLOGIES AG ADR (IFNNY) - 2.63% | JPMORGAN CHASE & CO (JPM) - 1.24% |
| #15 | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 2.51% | EXXON MOBIL CORP (XOM) - 0.96% |
| #16 | SLB LTD (SLB) - 2.37% | JOHNSON & JOHNSON (JNJ) - 0.82% |
| #17 | SHINHAN FINANCIAL GROUP CO LTD ADR (SHG) - 2.29% | VISA INC CLASS A (V) - 0.82% |
| #18 | DAIKIN INDUSTRIES LTD ADR (DKILY) - 2.20% | INTEL CORP (INTC) - 0.78% |
| #19 | CHARLES SCHWAB CORP (SCHW) - 2.19% | CISCO SYSTEMS INC (CSCO) - 0.77% |
| #20 | PPG INDUSTRIES INC (PPG) - 2.16% | WALMART INC (WMT) - 0.76% |
| #21 | HEINEKEN NV ADR (HEINY) - 2.15% | COSTCO WHOLESALE CORP (COST) - 0.65% |
| #22 | BRENNTAG SE ADR (BNTGY) - 2.09% | CATERPILLAR INC (CAT) - 0.65% |
| #23 | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 2.07% | ORACLE CORP (ORCL) - 0.64% |
| #24 | TELENOR ASA ADR (TELNY) - 2.06% | LAM RESEARCH CORP (LRCX) - 0.64% |
| #25 | BNP PARIBAS ADR (BNPQY) - 2.02% | APPLIED MATERIALS INC (AMAT) - 0.60% |
| Total Holdings | 47 | 505 |
CVGD vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
CVGD
+0.64%
Winner
SPY
+2.12%
3M
CVGD
N/A
SPY
+13.14%
6M
CVGD
N/A
SPY
+11.52%
1Y
CVGD
N/A
SPY
+26.68%
5Y(CAGR)
CVGD
N/A
SPY
+13.75%
10Y(CAGR)
CVGD
N/A
SPY
+15.65%
Max(CAGR)
Winner
CVGD
+8.63%
SPY
+8.56%
CVGD vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | CVGD | SPY |
|---|---|---|
| 2026 | +0.64% | +10.80% |
| 2025 | N/A | +18.00% |
| 2024 | N/A | +25.59% |
| 2023 | N/A | +26.72% |
| 2022 | N/A | -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% |
CVGD vs SPY Drawdown Comparison
The maximum drawdown for CVGD was -1.68%, occurring on Jun 10, 2026. Recovery took 13 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current CVGD drawdown is -0.31%. The current SPY drawdown is -0.62%.
| Rank | CVGD | SPY |
|---|---|---|
| #1 | -1.68% May 26, 2026 - Jun 12, 2026 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -0.43% May 18, 2026 - May 20, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -0.31% Jun 12, 2026 - Jun 15, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -0.21% May 20, 2026 - May 22, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | N/A | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | N/A | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | N/A | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | N/A | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | N/A | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | N/A | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | N/A | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | N/A | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | N/A | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | N/A | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | N/A | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between CVGD and SPY is -1.00 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.
-1.00
-101
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