LEGR vs CGVV
Comparison between FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF (LEGR, ETF) and CAPITAL GROUP U.S. LARGE VALUE ETF SHARE CLASS (CGVV, ETF).
LEGR vs CGVV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LEGR
$137M
CGVV
$137M
Expense Ratio
LEGR
0.65%
Winner
CGVV
0.33%
Max Drawdown
LEGR
36.12%
Winner
CGVV
10.11%
Sharpe Ratio
Winner
LEGR
1.50
CGVV
1.24
5Y Beta
Winner
LEGR
0.78
CGVV
0.93
P/E Ratio
Winner
LEGR
22.37
CGVV
30.53
Forward P/E
LEGR
17.05
Winner
CGVV
13.91
PEG Ratio
Winner
LEGR
0.51
CGVV
1.03
5Y Dividends CAGR
LEGR
26.41%
CGVV
N/A
5Y EPS CAGR
LEGR
16.35%
CGVV
N/A
Debt to Equity
LEGR
N/A
CGVV
20.64%
P/S Ratio
Winner
LEGR
0.25
CGVV
2.81
P/B Ratio
Winner
LEGR
3.36
CGVV
3.43
LEGR vs CGVV - Holdings Comparison
LEGR and CGVV have 5 common holdings. Overlap is 5.74%
LEGR's top 25 holdings weight is 41.28%. CGVV's top 25 holdings weight is 53.80%.
| Rank | LEGR | CGVV |
|---|---|---|
| #1 | ADVANCED MICRO DEVICES INC (AMD) - 3.15% | AMAZON.COM INC (AMZN) - 4.97% |
| #2 | MICRON TECHNOLOGY INC (MU) - 3.14% | INTEL CORP (INTC) - 4.48% |
| #3 | INTEL CORP (INTC) - 2.85% | ALPHABET INC CLASS A (GOOGL) - 3.76% |
| #4 | INFINEON TECHNOLOGIES AG (n/a) - 2.64% | STARBUCKS CORP (SBUX) - 3.42% |
| #5 | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.24% | API GROUP CORP (APG) - 3.12% |
| #6 | ORACLE CORP (ORCL) - 1.84% | JPMORGAN CHASE & CO (JPM) - 2.60% |
| #7 | MORGAN STANLEY (MS) - 1.66% | APPLIED MATERIALS INC (AMAT) - 2.46% |
| #8 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.59% | APOLLO GLOBAL MANAGEMENT INC (APO) - 2.36% |
| #9 | n/a (TSM) - 1.59% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.23% |
| #10 | AMAZON.COM INC (AMZN) - 1.46% | META PLATFORMS INC CLASS A (META) - 2.21% |
| #11 | NVIDIA CORP (NVDA) - 1.45% | WELLS FARGO & CO (WFC) - 2.17% |
| #12 | MITSUBISHI UFJ FINANCIAL GROUP INC ADR (MUFG) - 1.39% | RTX CORP (RTX) - 2.02% |
| #13 | NOKIA OYJ ADR (NOK) - 1.39% | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 2.00% |
| #14 | BAIDU INC ADR (BIDU) - 1.33% | OVINTIV INC (OVV) - 1.98% |
| #15 | MICROSOFT CORP (MSFT) - 1.31% | n/a (GEHC) - 1.89% |
| #16 | n/a (n/a) - 1.29% | MEDTRONIC PLC (MDT) - 1.86% |
| #17 | JD.COM INC ADR (JD) - 1.29% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.81% |
| #18 | CHINA CITIC BANK CORP LTD CLASS H (n/a) - 1.26% | STRATEGY INC CLASS A (MSTR) - 1.80% |
| #19 | NORDEA BANK ABP (n/a) - 1.24% | AIR PRODUCTS AND CHEMICALS INC (APD) - 1.76% |
| #20 | SOFTBANK CORP (n/a) - 1.21% | ROYAL CARIBBEAN GROUP (RCL) - 1.75% |
| #21 | SALESFORCE INC (CRM) - 1.20% | ARROW ELECTRONICS INC (ARW) - 0.67% |
| #22 | HONEYWELL INTERNATIONAL INC (HON) - 1.20% | SYSCO CORP (SYY) - 0.67% |
| #23 | PAYPAL HOLDINGS INC (PYPL) - 1.20% | PG&E CORP (PCG) - 0.66% |
| #24 | SAP SE (n/a) - 1.18% | SMURFIT WESTROCK PLC (SW) - 0.61% |
| #25 | n/a (n/a) - 1.18% | USD (n/a) - 0.54% |
| Total Holdings | 113 | 25 |
LEGR vs CGVV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LEGR
+3.15%
CGVV
+1.32%
3M
Winner
LEGR
+14.17%
CGVV
+13.51%
6M
LEGR
+13.29%
Winner
CGVV
+13.38%
1Y
Winner
LEGR
+27.31%
CGVV
+20.97%
5Y(CAGR)
LEGR
+11.60%
CGVV
N/A
10Y(CAGR)
LEGR
+12.01%
CGVV
N/A
Max(CAGR)
LEGR
+12.01%
Winner
CGVV
+21.91%
LEGR vs CGVV - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | LEGR | CGVV |
|---|---|---|
| 2026 | +9.69% | +12.44% |
| 2025 | +31.26% | +6.42% |
| 2024 | +17.51% | N/A |
| 2023 | +20.55% | N/A |
| 2022 | -20.19% | N/A |
| 2021 | +18.02% | N/A |
| 2020 | +16.98% | N/A |
| 2019 | +27.74% | N/A |
| 2018 | -14.10% | N/A |
LEGR vs CGVV Drawdown Comparison
The maximum drawdown for LEGR was -36.12%, occurring on Mar 16, 2020. Recovery took 188 trading sessions.
The maximum drawdown for CGVV was -10.11%, occurring on Mar 30, 2026. Recovery took 48 trading sessions.
The current LEGR drawdown is -2.56%.
| Rank | LEGR | CGVV |
|---|---|---|
| #1 | -36.12% Feb 12, 2020 - Nov 9, 2020 | -10.11% Feb 6, 2026 - Apr 17, 2026 |
| #2 | -31.46% Jan 12, 2022 - Mar 7, 2024 | -4.88% Jul 25, 2025 - Aug 22, 2025 |
| #3 | -19.98% Sep 25, 2018 - Apr 17, 2019 | -4.86% Oct 8, 2025 - Nov 28, 2025 |
| #4 | -14.25% Feb 18, 2025 - May 8, 2025 | -2.55% May 6, 2026 - Jun 12, 2026 |
| #5 | -11.20% Jan 29, 2018 - Aug 29, 2018 | -2.42% Sep 11, 2025 - Oct 8, 2025 |
| #6 | -10.39% Jan 29, 2026 - Apr 17, 2026 | -2.02% Jul 10, 2025 - Jul 23, 2025 |
| #7 | -8.58% Jul 24, 2019 - Nov 5, 2019 | -1.63% Jan 16, 2026 - Jan 21, 2026 |
| #8 | -7.78% Apr 29, 2019 - Jul 3, 2019 | -1.50% Dec 11, 2025 - Dec 24, 2025 |
| #9 | -7.24% Jul 12, 2024 - Aug 23, 2024 | -1.46% Dec 5, 2025 - Dec 10, 2025 |
| #10 | -6.42% Nov 8, 2021 - Jan 11, 2022 | -1.09% Dec 24, 2025 - Jan 5, 2026 |
| #11 | -6.39% Oct 28, 2025 - Dec 19, 2025 | -1.02% Jan 6, 2026 - Jan 9, 2026 |
| #12 | -5.51% Jun 2, 2026 - Jun 10, 2026 | -1.00% Jul 3, 2025 - Jul 10, 2025 |
| #13 | -5.09% Sep 3, 2021 - Oct 15, 2021 | -0.87% Feb 4, 2026 - Feb 6, 2026 |
| #14 | -4.86% Apr 3, 2024 - May 6, 2024 | -0.76% Nov 28, 2025 - Dec 3, 2025 |
| #15 | -4.78% Jan 21, 2021 - Feb 5, 2021 | -0.75% Apr 20, 2026 - Apr 23, 2026 |
Correlation
Correlation between LEGR and CGVV is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2018 - 2026)
LEGR vs CGVV dividend yield comparison.
| Year | LEGR | CGVV |
|---|---|---|
| 2026 | 0.22% | 0.00% |
| 2025 | 1.84% | 0.57% |
| 2024 | 2.40% | 0.00% |
| 2023 | 2.56% | 0.00% |
| 2022 | 2.64% | 0.00% |
| 2021 | 1.80% | 0.00% |
| 2020 | 0.95% | 0.00% |
| 2019 | 2.04% | 0.00% |
| 2018 | 1.30% | 0.00% |
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