ESG vs CGVV
Comparison between FLEXSHARES STOXX US ESG SELECT INDEX FUND (ESG, ETF) and CAPITAL GROUP U.S. LARGE VALUE ETF SHARE CLASS (CGVV, ETF).
ESG vs CGVV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ESG
$128M
Winner
CGVV
$128M
Expense Ratio
Winner
ESG
0.32%
CGVV
0.33%
Max Drawdown
ESG
32.89%
Winner
CGVV
10.11%
Sharpe Ratio
Winner
ESG
1.53
CGVV
1.05
5Y Beta
Winner
ESG
0.90
CGVV
0.92
P/E Ratio
Winner
ESG
27.56
CGVV
30.11
Forward P/E
ESG
21.28
Winner
CGVV
11.86
PEG Ratio
Winner
ESG
0.46
CGVV
0.99
5Y Dividends CAGR
ESG
4.34%
CGVV
N/A
5Y EPS CAGR
ESG
24.32%
CGVV
N/A
Debt to Equity
ESG
40.18%
Winner
CGVV
20.64%
P/S Ratio
ESG
3.17
Winner
CGVV
2.80
P/B Ratio
ESG
4.96
Winner
CGVV
3.47
ESG vs CGVV - Holdings Comparison
ESG and CGVV have 11 common holdings. Overlap is 11.55%
ESG's top 25 holdings weight is 61.71%. CGVV's top 25 holdings weight is 53.80%.
| Rank | ESG | CGVV |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 5.56% | AMAZON.COM INC (AMZN) - 4.97% |
| #2 | APPLE INC (AAPL) - 5.32% | INTEL CORP (INTC) - 4.48% |
| #3 | NVIDIA CORP (NVDA) - 5.20% | ALPHABET INC CLASS A (GOOGL) - 3.76% |
| #4 | MICROSOFT CORP (MSFT) - 4.57% | STARBUCKS CORP (SBUX) - 3.42% |
| #5 | MICRON TECHNOLOGY INC (MU) - 4.31% | API GROUP CORP (APG) - 3.12% |
| #6 | AMAZON.COM INC (AMZN) - 3.70% | JPMORGAN CHASE & CO (JPM) - 2.60% |
| #7 | JPMORGAN CHASE & CO (JPM) - 3.52% | APPLIED MATERIALS INC (AMAT) - 2.46% |
| #8 | ELI LILLY AND CO (LLY) - 3.21% | APOLLO GLOBAL MANAGEMENT INC (APO) - 2.36% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.84% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.23% |
| #10 | EXXON MOBIL CORP (XOM) - 2.67% | META PLATFORMS INC CLASS A (META) - 2.21% |
| #11 | JOHNSON & JOHNSON (JNJ) - 2.37% | WELLS FARGO & CO (WFC) - 2.17% |
| #12 | WALMART INC (WMT) - 2.24% | RTX CORP (RTX) - 2.02% |
| #13 | TESLA INC (TSLA) - 2.06% | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 2.00% |
| #14 | PROCTER & GAMBLE CO (PG) - 1.42% | OVINTIV INC (OVV) - 1.98% |
| #15 | COCA-COLA CO (KO) - 1.33% | n/a (GEHC) - 1.89% |
| #16 | INTEL CORP (INTC) - 1.29% | MEDTRONIC PLC (MDT) - 1.86% |
| #17 | COSTCO WHOLESALE CORP (COST) - 1.27% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.81% |
| #18 | MERCK & CO INC (MRK) - 1.27% | STRATEGY INC CLASS A (MSTR) - 1.80% |
| #19 | CATERPILLAR INC (CAT) - 1.19% | AIR PRODUCTS AND CHEMICALS INC (APD) - 1.76% |
| #20 | ADVANCED MICRO DEVICES INC (AMD) - 1.18% | ROYAL CARIBBEAN GROUP (RCL) - 1.75% |
| #21 | VISA INC CLASS A (V) - 1.17% | ARROW ELECTRONICS INC (ARW) - 0.67% |
| #22 | CISCO SYSTEMS INC (CSCO) - 1.01% | SYSCO CORP (SYY) - 0.67% |
| #23 | WELLS FARGO & CO (WFC) - 1.01% | PG&E CORP (PCG) - 0.66% |
| #24 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.00% | SMURFIT WESTROCK PLC (SW) - 0.61% |
| #25 | BANK OF AMERICA CORP (BAC) - 1.00% | USD (n/a) - 0.54% |
| Total Holdings | 253 | 25 |
ESG vs CGVV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ESG
+3.29%
CGVV
-1.11%
3M
Winner
ESG
+9.29%
CGVV
+5.92%
6M
Winner
ESG
+10.08%
CGVV
+9.90%
1Y
Winner
ESG
+23.63%
CGVV
+17.28%
5Y(CAGR)
ESG
+12.14%
CGVV
N/A
10Y(CAGR)
ESG
+14.84%
CGVV
N/A
Max(CAGR)
ESG
+14.84%
Winner
CGVV
+18.44%
ESG vs CGVV - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | ESG | CGVV |
|---|---|---|
| 2026 | +9.29% | +9.02% |
| 2025 | +16.48% | +6.42% |
| 2024 | +20.72% | N/A |
| 2023 | +28.05% | N/A |
| 2022 | -20.63% | N/A |
| 2021 | +30.12% | N/A |
| 2020 | +19.77% | N/A |
| 2019 | +30.99% | N/A |
| 2018 | -5.15% | N/A |
| 2017 | +22.77% | N/A |
| 2016 | +5.71% | N/A |
ESG vs CGVV Drawdown Comparison
The maximum drawdown for ESG was -32.52%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
The maximum drawdown for CGVV was -10.11%, occurring on Mar 30, 2026. Recovery took 48 trading sessions.
The current ESG drawdown is -3.03%. The current CGVV drawdown is -2.26%.
| Rank | ESG | CGVV |
|---|---|---|
| #1 | -32.52% Feb 19, 2020 - Aug 6, 2020 | -10.11% Feb 6, 2026 - Apr 17, 2026 |
| #2 | -26.04% Jan 3, 2022 - Dec 13, 2023 | -4.88% Jul 25, 2025 - Aug 22, 2025 |
| #3 | -18.70% Oct 3, 2018 - Apr 12, 2019 | -4.86% Oct 8, 2025 - Nov 28, 2025 |
| #4 | -18.32% Feb 19, 2025 - Jun 26, 2025 | -2.42% Sep 11, 2025 - Oct 8, 2025 |
| #5 | -13.41% Jul 10, 2017 - Jan 12, 2018 | -2.37% May 6, 2026 - May 19, 2026 |
| #6 | -10.27% Jan 29, 2018 - Aug 6, 2018 | -2.02% Jul 10, 2025 - Jul 23, 2025 |
| #7 | -10.24% Sep 2, 2020 - Nov 16, 2020 | -1.63% Jan 16, 2026 - Jan 21, 2026 |
| #8 | -8.67% Feb 9, 2026 - Apr 17, 2026 | -1.50% Dec 11, 2025 - Dec 24, 2025 |
| #9 | -8.51% Jul 16, 2024 - Sep 19, 2024 | -1.46% Dec 5, 2025 - Dec 10, 2025 |
| #10 | -7.02% May 3, 2019 - Jun 20, 2019 | -1.09% Dec 24, 2025 - Jan 5, 2026 |
| #11 | -6.57% Jul 26, 2019 - Oct 28, 2019 | -1.02% Jan 6, 2026 - Jan 9, 2026 |
| #12 | -5.44% Mar 28, 2024 - May 15, 2024 | -1.00% Jul 3, 2025 - Jul 10, 2025 |
| #13 | -5.36% Sep 3, 2021 - Oct 20, 2021 | -0.87% Feb 4, 2026 - Feb 6, 2026 |
| #14 | -4.72% Oct 28, 2025 - Dec 11, 2025 | -0.76% Nov 28, 2025 - Dec 3, 2025 |
| #15 | -4.52% Dec 6, 2024 - Jan 27, 2025 | -0.75% Apr 20, 2026 - Apr 23, 2026 |
Correlation
Correlation between ESG and CGVV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2016 - 2026)
ESG vs CGVV dividend yield comparison.
| Year | ESG | CGVV |
|---|---|---|
| 2026 | 0.16% | 0.00% |
| 2025 | 0.96% | 0.57% |
| 2024 | 1.18% | 0.00% |
| 2023 | 1.10% | 0.00% |
| 2022 | 1.38% | 0.00% |
| 2021 | 1.03% | 0.00% |
| 2020 | 1.33% | 0.00% |
| 2019 | 1.51% | 0.00% |
| 2018 | 1.72% | 0.00% |
| 2017 | 1.52% | 0.00% |
| 2016 | 0.92% | 0.00% |
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