DISV vs CGMS
Comparison between DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF (DISV, ETF) and CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF SHARE CLASS (CGMS, ETF).
DISV vs CGMS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DISV
$4.40B
Winner
CGMS
$4.50B
Expense Ratio
DISV
0.42%
Winner
CGMS
0.39%
Max Drawdown
DISV
27.32%
Winner
CGMS
6.62%
Sharpe Ratio
Winner
DISV
2.32
CGMS
1.28
5Y Beta
DISV
0.67
Winner
CGMS
0.14
DISV vs CGMS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DISV
+2.61%
CGMS
+0.77%
3M
DISV
-0.08%
Winner
CGMS
+0.79%
6M
Winner
DISV
+20.55%
CGMS
+2.79%
1Y
Winner
DISV
+42.96%
CGMS
+8.63%
5Y(CAGR)
DISV
+16.53%
CGMS
N/A
Max(CAGR)
Winner
DISV
+16.53%
CGMS
+8.64%
DISV vs CGMS - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | DISV | CGMS |
|---|---|---|
| 2026 | +10.64% | +1.53% |
| 2025 | +47.29% | +7.67% |
| 2024 | +6.83% | +7.83% |
| 2023 | +18.48% | +11.26% |
| 2022 | -9.71% | +2.61% |
DISV vs CGMS Drawdown Comparison
The maximum drawdown for DISV was -26.77%, occurring on Sep 27, 2022. Recovery took 322 trading sessions.
The maximum drawdown for CGMS was -4.08%, occurring on Apr 8, 2025. Recovery took 66 trading sessions.
The current DISV drawdown is -1.81%.
| Rank | DISV | CGMS |
|---|---|---|
| #1 | -26.77% Mar 29, 2022 - Jul 12, 2023 | -4.08% Feb 28, 2025 - Jun 4, 2025 |
| #2 | -14.15% Mar 19, 2025 - Apr 28, 2025 | -3.79% Feb 2, 2023 - Jul 12, 2023 |
| #3 | -12.69% Feb 27, 2026 - Mar 20, 2026 | -3.63% Jul 13, 2023 - Nov 14, 2023 |
| #4 | -10.16% Jul 31, 2023 - Dec 13, 2023 | -2.47% Feb 19, 2026 - Apr 14, 2026 |
| #5 | -10.06% Sep 26, 2024 - Mar 5, 2025 | -2.35% Dec 13, 2022 - Jan 6, 2023 |
| #6 | -7.98% Jul 31, 2024 - Aug 21, 2024 | -1.92% Mar 27, 2024 - May 6, 2024 |
| #7 | -5.00% Aug 23, 2024 - Sep 19, 2024 | -1.62% Feb 1, 2024 - Mar 20, 2024 |
| #8 | -4.97% Jun 3, 2024 - Jul 12, 2024 | -1.61% Dec 10, 2024 - Jan 27, 2025 |
| #9 | -4.75% Oct 27, 2025 - Nov 26, 2025 | -1.61% Oct 1, 2024 - Nov 29, 2024 |
| #10 | -4.51% Apr 9, 2024 - May 6, 2024 | -1.39% Dec 27, 2023 - Jan 12, 2024 |
| #11 | -4.41% Dec 27, 2023 - Mar 1, 2024 | -1.26% Oct 28, 2022 - Nov 10, 2022 |
| #12 | -3.89% Jul 23, 2025 - Aug 12, 2025 | -1.09% Oct 28, 2025 - Nov 26, 2025 |
| #13 | -2.91% Oct 3, 2025 - Oct 24, 2025 | -0.84% Jul 23, 2024 - Jul 31, 2024 |
| #14 | -2.61% Jul 16, 2024 - Jul 31, 2024 | -0.81% May 15, 2024 - Jun 3, 2024 |
| #15 | -2.43% Mar 7, 2025 - Mar 17, 2025 | -0.79% Sep 15, 2025 - Oct 15, 2025 |
Correlation
Correlation between DISV and CGMS is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2022 - 2026)
DISV vs CGMS dividend yield comparison.
| Year | DISV | CGMS |
|---|---|---|
| 2026 | 0.04% | 1.73% |
| 2025 | 2.69% | 6.00% |
| 2024 | 2.77% | 5.91% |
| 2023 | 2.73% | 5.84% |
| 2022 | 1.23% | 0.97% |
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