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DMAX vs CGVV

Comparison between ISHARES LARGE CAP MAX BUFFER DEC ETF (DMAX, ETF) and CAPITAL GROUP U.S. LARGE VALUE ETF SHARE CLASS (CGVV, ETF).

DMAX vs CGVV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DMAX
$137M
Winner
CGVV
$137M
Expense Ratio
DMAX
0.50%
Winner
CGVV
0.33%
Max Drawdown
Winner
DMAX
3.37%
CGVV
10.11%
Sharpe Ratio
Winner
DMAX
1.65
CGVV
1.16
5Y Beta
Winner
DMAX
0.17
CGVV
0.93
P/E Ratio
DMAX
N/A
CGVV
30.53
Forward P/E
DMAX
N/A
CGVV
13.91
PEG Ratio
DMAX
N/A
CGVV
1.03
Debt to Equity
DMAX
N/A
CGVV
20.64%
P/S Ratio
DMAX
N/A
CGVV
2.81
P/B Ratio
DMAX
N/A
CGVV
3.43

DMAX vs CGVV - Holdings Comparison

DMAX and CGVV have 0 common holdings. Overlap is 0.00%

DMAX's top 25 holdings weight is 106.58%. CGVV's top 25 holdings weight is 53.80%.

RankDMAXCGVV
#1
ISHARES CORE S&P 500 ETF (IVV) - 106.58%
AMAZON.COM INC (AMZN) - 4.97%
#2N/A
INTEL CORP (INTC) - 4.48%
#3N/A
ALPHABET INC CLASS A (GOOGL) - 3.76%
#4N/A
STARBUCKS CORP (SBUX) - 3.42%
#5N/A
API GROUP CORP (APG) - 3.12%
#6N/A
JPMORGAN CHASE & CO (JPM) - 2.60%
#7N/A
APPLIED MATERIALS INC (AMAT) - 2.46%
#8N/A
APOLLO GLOBAL MANAGEMENT INC (APO) - 2.36%
#9N/A
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.23%
#10N/A
META PLATFORMS INC CLASS A (META) - 2.21%
#11N/A
WELLS FARGO & CO (WFC) - 2.17%
#12N/A
RTX CORP (RTX) - 2.02%
#13N/A
APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 2.00%
#14N/A
OVINTIV INC (OVV) - 1.98%
#15N/A
n/a (GEHC) - 1.89%
#16N/A
MEDTRONIC PLC (MDT) - 1.86%
#17N/A
PHILIP MORRIS INTERNATIONAL INC (PM) - 1.81%
#18N/A
STRATEGY INC CLASS A (MSTR) - 1.80%
#19N/A
AIR PRODUCTS AND CHEMICALS INC (APD) - 1.76%
#20N/A
ROYAL CARIBBEAN GROUP (RCL) - 1.75%
#21N/A
ARROW ELECTRONICS INC (ARW) - 0.67%
#22N/A
SYSCO CORP (SYY) - 0.67%
#23N/A
PG&E CORP (PCG) - 0.66%
#24N/A
SMURFIT WESTROCK PLC (SW) - 0.61%
#25N/A
USD (n/a) - 0.54%
Total Holdings125

DMAX vs CGVV - Historical Returns

Returns include dividend reinvestment.

1M
DMAX
+0.42%
Winner
CGVV
+1.32%
3M
DMAX
+2.34%
Winner
CGVV
+13.51%
6M
DMAX
+2.76%
Winner
CGVV
+13.38%
1Y
DMAX
+7.97%
Winner
CGVV
+20.97%
Max(CAGR)
DMAX
+7.06%
Winner
CGVV
+21.91%

DMAX vs CGVV - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearDMAXCGVV
2026+2.29%+12.44%
2025+7.81%+6.42%

DMAX vs CGVV Drawdown Comparison

The maximum drawdown for DMAX was -3.37%, occurring on Apr 8, 2025. Recovery took 61 trading sessions.

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

The current DMAX drawdown is -0.09%.

RankDMAXCGVV
#1-3.37%
Feb 19, 2025 - May 16, 2025
-10.11%
Feb 6, 2026 - Apr 17, 2026
#2-1.41%
Feb 25, 2026 - Apr 13, 2026
-4.88%
Jul 25, 2025 - Aug 22, 2025
#3-0.64%
Nov 11, 2025 - Nov 25, 2025
-4.86%
Oct 8, 2025 - Nov 28, 2025
#4-0.56%
Jan 6, 2025 - Jan 17, 2025
-2.55%
May 6, 2026 - Jun 12, 2026
#5-0.55%
May 16, 2025 - Jun 3, 2025
-2.42%
Sep 11, 2025 - Oct 8, 2025
#6-0.49%
Jul 25, 2025 - Aug 8, 2025
-2.02%
Jul 10, 2025 - Jul 23, 2025
#7-0.48%
Jun 2, 2026 - Jun 10, 2026
-1.63%
Jan 16, 2026 - Jan 21, 2026
#8-0.47%
Jan 22, 2025 - Feb 18, 2025
-1.50%
Dec 11, 2025 - Dec 24, 2025
#9-0.46%
Feb 2, 2026 - Feb 9, 2026
-1.46%
Dec 5, 2025 - Dec 10, 2025
#10-0.42%
Oct 8, 2025 - Oct 20, 2025
-1.09%
Dec 24, 2025 - Jan 5, 2026
#11-0.41%
Jan 6, 2026 - Jan 27, 2026
-1.02%
Jan 6, 2026 - Jan 9, 2026
#12-0.30%
Feb 9, 2026 - Feb 20, 2026
-1.00%
Jul 3, 2025 - Jul 10, 2025
#13-0.28%
Nov 3, 2025 - Nov 10, 2025
-0.87%
Feb 4, 2026 - Feb 6, 2026
#14-0.24%
Aug 28, 2025 - Sep 5, 2025
-0.76%
Nov 28, 2025 - Dec 3, 2025
#15-0.24%
Jun 12, 2025 - Jun 23, 2025
-0.75%
Apr 20, 2026 - Apr 23, 2026

Correlation

Correlation between DMAX and CGVV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2025 - 2025)

DMAX vs CGVV dividend yield comparison.

YearDMAXCGVV
20251.18%0.57%

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