GOVZ vs CGUI
Comparison between ISHARES 25+ YEAR TREASURY STRIPS BOND ETF (GOVZ, ETF) and CAPITAL GROUP ULTRA SHORT INCOME ETF SHARE CLASS (CGUI, ETF).
GOVZ vs CGUI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GOVZ
$267M
Winner
CGUI
$267M
Expense Ratio
Winner
GOVZ
0.10%
CGUI
0.18%
Max Drawdown
GOVZ
66.13%
Winner
CGUI
0.79%
Sharpe Ratio
GOVZ
0.02
Winner
CGUI
0.87
5Y Beta
GOVZ
0.10
Winner
CGUI
0.00
5Y Dividends CAGR
GOVZ
17.73%
CGUI
N/A
GOVZ vs CGUI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
GOVZ
+4.92%
CGUI
+0.41%
3M
GOVZ
-0.75%
Winner
CGUI
+1.00%
6M
GOVZ
-0.34%
Winner
CGUI
+1.90%
1Y
GOVZ
+4.05%
Winner
CGUI
+4.37%
5Y(CAGR)
GOVZ
-11.60%
CGUI
N/A
Max(CAGR)
GOVZ
-13.41%
Winner
CGUI
+4.95%
GOVZ vs CGUI - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | GOVZ | CGUI |
|---|---|---|
| 2026 | +0.06% | +1.64% |
| 2025 | -2.00% | +4.94% |
| 2024 | -15.35% | +3.03% |
| 2023 | -1.66% | N/A |
| 2022 | -38.84% | N/A |
| 2021 | -4.48% | N/A |
| 2020 | -5.61% | N/A |
GOVZ vs CGUI Drawdown Comparison
The maximum drawdown for GOVZ was -59.65%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The maximum drawdown for CGUI was -0.18%, occurring on Mar 20, 2026. Recovery took 16 trading sessions.
The current GOVZ drawdown is -56.14%.
| Rank | GOVZ | CGUI |
|---|---|---|
| #1 | -59.65% Sep 24, 2020 - Oct 19, 2023 | -0.18% Mar 10, 2026 - Apr 1, 2026 |
| #2 | N/A | -0.16% Feb 14, 2025 - Feb 25, 2025 |
| #3 | N/A | -0.16% Apr 14, 2026 - Apr 21, 2026 |
| #4 | N/A | -0.14% Jan 28, 2025 - Feb 6, 2025 |
| #5 | N/A | -0.12% Dec 30, 2024 - Jan 15, 2025 |
| #6 | N/A | -0.12% Apr 4, 2025 - Apr 15, 2025 |
| #7 | N/A | -0.12% Mar 10, 2025 - Mar 20, 2025 |
| #8 | N/A | -0.12% Dec 6, 2024 - Dec 16, 2024 |
| #9 | N/A | -0.12% May 20, 2025 - May 27, 2025 |
| #10 | N/A | -0.12% Jul 9, 2025 - Jul 18, 2025 |
| #11 | N/A | -0.12% May 8, 2026 - May 26, 2026 |
| #12 | N/A | -0.10% May 9, 2025 - May 15, 2025 |
| #13 | N/A | -0.10% Sep 10, 2025 - Sep 17, 2025 |
| #14 | N/A | -0.08% Aug 5, 2024 - Aug 13, 2024 |
| #15 | N/A | -0.08% Aug 14, 2024 - Aug 16, 2024 |
Correlation
Correlation between GOVZ and CGUI is -0.70 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.70
-101
Dividend Comparison (2020 - 2026)
GOVZ vs CGUI dividend yield comparison.
| Year | GOVZ | CGUI |
|---|---|---|
| 2026 | 2.17% | 1.51% |
| 2025 | 5.00% | 4.17% |
| 2024 | 4.68% | 2.62% |
| 2023 | 3.83% | 0.00% |
| 2022 | 3.69% | 0.00% |
| 2021 | 1.76% | 0.00% |
| 2020 | 0.39% | 0.00% |
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