USMV vs CGGR
Comparison between ISHARES MSCI USA MIN VOL FACTOR ETF (USMV, ETF) and CAPITAL GROUP GROWTH ETF SHARE CLASS (CGGR, ETF).
USMV vs CGGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USMV
$24B
Winner
CGGR
$24B
Expense Ratio
Winner
USMV
0.15%
CGGR
0.39%
Max Drawdown
USMV
33.10%
Winner
CGGR
28.97%
Sharpe Ratio
Winner
USMV
0.57
CGGR
0.57
5Y Beta
Winner
USMV
0.46
CGGR
1.22
P/E Ratio
Winner
USMV
24.12
CGGR
33.74
Forward P/E
Winner
USMV
20.29
CGGR
21.32
PEG Ratio
Winner
USMV
0.21
CGGR
0.28
5Y Dividends CAGR
USMV
4.73%
CGGR
N/A
5Y EPS CAGR
USMV
17.43%
Winner
CGGR
31.81%
Debt to Equity
USMV
17.90%
CGGR
N/A
P/S Ratio
Winner
USMV
2.34
CGGR
2.89
P/B Ratio
Winner
USMV
4.51
CGGR
7.71
USMV vs CGGR - Holdings Comparison
USMV and CGGR have 36 common holdings. Overlap is 19.09%
USMV's top 25 holdings weight is 34.38%. CGGR's top 25 holdings weight is 65.35%.
| Rank | USMV | CGGR |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 1.70% | META PLATFORMS INC CLASS A (META) - 6.10% |
| #2 | AMPHENOL CORP CLASS A (APH) - 1.60% | BROADCOM INC (AVGO) - 5.43% |
| #3 | WELLTOWER INC (WELL) - 1.55% | NVIDIA CORP (NVDA) - 4.90% |
| #4 | CHUBB LTD (CB) - 1.53% | MICROSOFT CORP (MSFT) - 4.56% |
| #5 | JOHNSON & JOHNSON (JNJ) - 1.52% | MICRON TECHNOLOGY INC (MU) - 3.71% |
| #6 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.47% | TESLA INC (TSLA) - 3.69% |
| #7 | CISCO SYSTEMS INC (CSCO) - 1.46% | ALPHABET INC CLASS C (GOOG) - 3.51% |
| #8 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.44% | VISA INC CLASS A (V) - 3.36% |
| #9 | DUKE ENERGY CORP (DUK) - 1.43% | ALPHABET INC CLASS A (GOOGL) - 3.24% |
| #10 | SOUTHERN CO (SO) - 1.41% | AMAZON.COM INC (AMZN) - 2.80% |
| #11 | VERIZON COMMUNICATIONS INC (VZ) - 1.41% | n/a (n/a) - 2.25% |
| #12 | MOTOROLA SOLUTIONS INC (MSI) - 1.39% | ELI LILLY AND CO (LLY) - 2.17% |
| #13 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.38% | CLOUDFLARE INC (NET) - 2.15% |
| #14 | WASTE MANAGEMENT INC (WM) - 1.38% | TRANSDIGM GROUP INC (TDG) - 2.09% |
| #15 | NVIDIA CORP (NVDA) - 1.36% | APPLE INC (AAPL) - 2.01% |
| #16 | MERCK & CO INC (MRK) - 1.32% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.88% |
| #17 | MCKESSON CORP (MCK) - 1.27% | n/a (SHOP) - 1.78% |
| #18 | COCA-COLA CO (KO) - 1.26% | SK HYNIX INC (n/a) - 1.47% |
| #19 | MASTERCARD INC CLASS A (MA) - 1.25% | n/a (TSM) - 1.41% |
| #20 | WASTE CONNECTIONS INC (WCN) - 1.25% | WELLTOWER INC (WELL) - 1.25% |
| #21 | CENCORA INC (COR) - 1.23% | INTUITIVE SURGICAL INC (ISRG) - 1.22% |
| #22 | NEWMONT CORP (NEM) - 1.23% | GE AEROSPACE (GE) - 1.19% |
| #23 | CONSOLIDATED EDISON INC (ED) - 1.22% | INTEL CORP (INTC) - 1.09% |
| #24 | REPUBLIC SERVICES INC (RSG) - 1.21% | PERFORMANCE FOOD GROUP CO (PFGC) - 1.07% |
| #25 | TJX COMPANIES INC (TJX) - 1.11% | ASML HOLDING NV ADR (ASML) - 1.02% |
| Total Holdings | 169 | 100 |
USMV vs CGGR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USMV
+4.85%
CGGR
+2.29%
3M
Winner
USMV
+5.73%
CGGR
+2.08%
6M
USMV
+6.00%
Winner
CGGR
+8.41%
1Y
USMV
+8.96%
Winner
CGGR
+13.73%
5Y(CAGR)
USMV
+7.20%
Winner
CGGR
+15.90%
10Y(CAGR)
USMV
+10.09%
CGGR
N/A
Max(CAGR)
USMV
+11.85%
Winner
CGGR
+15.90%
USMV vs CGGR - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | USMV | CGGR |
|---|---|---|
| 2026 | +8.88% | +5.56% |
| 2025 | +7.81% | +19.62% |
| 2024 | +15.30% | +33.73% |
| 2023 | +10.24% | +43.26% |
| 2022 | -8.86% | -18.50% |
| 2021 | +22.56% | N/A |
| 2020 | +5.60% | N/A |
| 2019 | +28.82% | N/A |
| 2018 | +1.39% | N/A |
| 2017 | +18.60% | N/A |
| 2016 | +11.96% | N/A |
| 2015 | +5.37% | N/A |
| 2014 | +17.49% | N/A |
| 2013 | +22.60% | N/A |
| 2012 | +10.87% | N/A |
| 2011 | +5.67% | N/A |
USMV vs CGGR Drawdown Comparison
The maximum drawdown for USMV was -33.10%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The maximum drawdown for CGGR was -28.90%, occurring on Oct 14, 2022. Recovery took 422 trading sessions.
The current USMV drawdown is -0.14%. The current CGGR drawdown is -1.55%.
| Rank | USMV | CGGR |
|---|---|---|
| #1 | -33.10% Feb 14, 2020 - Jan 8, 2021 | -28.90% Mar 29, 2022 - Dec 1, 2023 |
| #2 | -17.92% Dec 29, 2021 - Jan 2, 2024 | -23.37% Feb 14, 2025 - Jun 26, 2025 |
| #3 | -12.69% Sep 21, 2018 - Feb 15, 2019 | -15.13% Oct 28, 2025 - May 6, 2026 |
| #4 | -9.50% Aug 17, 2015 - Dec 29, 2015 | -9.89% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -9.36% Feb 28, 2025 - May 19, 2025 | -8.28% Jun 1, 2026 - Jul 29, 2026 |
| #6 | -9.17% Jan 26, 2018 - Jul 25, 2018 | -7.42% Feb 28, 2022 - Mar 17, 2022 |
| #7 | -7.31% Jul 22, 2016 - Feb 13, 2017 | -6.62% Mar 21, 2024 - Jun 10, 2024 |
| #8 | -7.14% Dec 29, 2015 - Mar 3, 2016 | -5.11% Dec 16, 2024 - Jan 22, 2025 |
| #9 | -6.86% Nov 26, 2024 - Feb 28, 2025 | -3.45% Sep 22, 2025 - Oct 23, 2025 |
| #10 | -6.64% May 15, 2013 - Sep 18, 2013 | -3.27% Dec 27, 2023 - Jan 19, 2024 |
| #11 | -6.46% Feb 27, 2026 - Jul 2, 2026 | -3.24% Nov 11, 2024 - Nov 29, 2024 |
| #12 | -6.03% Sep 2, 2021 - Nov 3, 2021 | -3.07% May 14, 2026 - May 26, 2026 |
| #13 | -5.94% Oct 5, 2012 - Jan 10, 2013 | -2.47% Jan 23, 2025 - Feb 13, 2025 |
| #14 | -5.38% Nov 11, 2011 - Dec 6, 2011 | -2.44% Oct 29, 2024 - Nov 6, 2024 |
| #15 | -5.13% Dec 31, 2013 - Feb 18, 2014 | -2.38% Aug 12, 2025 - Aug 27, 2025 |
Correlation
Correlation between USMV and CGGR is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2011 - 2026)
USMV vs CGGR dividend yield comparison.
| Year | USMV | CGGR |
|---|---|---|
| 2026 | 0.68% | 0.06% |
| 2025 | 1.49% | 0.10% |
| 2024 | 1.67% | 0.33% |
| 2023 | 1.82% | 0.40% |
| 2022 | 1.62% | 0.33% |
| 2021 | 1.26% | 0.00% |
| 2020 | 1.81% | 0.00% |
| 2019 | 1.88% | 0.00% |
| 2018 | 2.12% | 0.00% |
| 2017 | 1.77% | 0.00% |
| 2016 | 2.22% | 0.00% |
| 2015 | 2.02% | 0.00% |
| 2014 | 1.88% | 0.00% |
| 2013 | 2.18% | 0.00% |
| 2012 | 1.96% | 0.00% |
| 2011 | 0.29% | 0.00% |
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