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
Winner
USMV
$23B
CGGR
$22B
Expense Ratio
Winner
USMV
0.15%
CGGR
0.39%
Max Drawdown
USMV
33.10%
Winner
CGGR
28.97%
Sharpe Ratio
USMV
0.10
Winner
CGGR
1.36
5Y Beta
Winner
USMV
0.48
CGGR
1.20
P/E Ratio
Winner
USMV
22.94
CGGR
36.70
Forward P/E
Winner
USMV
19.28
CGGR
20.92
PEG Ratio
USMV
0.15
CGGR
N/A
5Y Dividends CAGR
USMV
7.83%
CGGR
N/A
5Y EPS CAGR
USMV
20.22%
Winner
CGGR
29.03%
Debt to Equity
USMV
42.89%
CGGR
N/A
P/S Ratio
Winner
USMV
2.14
CGGR
2.85
P/B Ratio
Winner
USMV
4.23
CGGR
7.21
USMV vs CGGR - Holdings Comparison
USMV and CGGR have 32 common holdings. Overlap is 15.92%
USMV's top 25 holdings weight is 35.07%. CGGR's top 25 holdings weight is 66.98%.
| Rank | USMV | CGGR |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 1.76% | META PLATFORMS INC CLASS A (META) - 7.48% |
| #2 | CISCO SYSTEMS INC (CSCO) - 1.73% | TESLA INC (TSLA) - 5.81% |
| #3 | MICROSOFT CORP (MSFT) - 1.65% | NVIDIA CORP (NVDA) - 5.33% |
| #4 | EXXON MOBIL CORP (XOM) - 1.57% | BROADCOM INC (AVGO) - 4.50% |
| #5 | DUKE ENERGY CORP (DUK) - 1.54% | MICROSOFT CORP (MSFT) - 4.03% |
| #6 | CHUBB LTD (CB) - 1.52% | n/a (n/a) - 3.75% |
| #7 | SOUTHERN CO (SO) - 1.51% | ALPHABET INC CLASS C (GOOG) - 3.23% |
| #8 | AMPHENOL CORP CLASS A (APH) - 1.48% | ALPHABET INC CLASS A (GOOGL) - 3.10% |
| #9 | VERIZON COMMUNICATIONS INC (VZ) - 1.48% | VISA INC CLASS A (V) - 2.46% |
| #10 | WASTE MANAGEMENT INC (WM) - 1.45% | NETFLIX INC (NFLX) - 2.45% |
| #11 | MOTOROLA SOLUTIONS INC (MSI) - 1.45% | AMAZON.COM INC (AMZN) - 2.44% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.44% | MICRON TECHNOLOGY INC (MU) - 2.19% |
| #13 | JOHNSON & JOHNSON (JNJ) - 1.43% | INTUITIVE SURGICAL INC (ISRG) - 2.13% |
| #14 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.38% | TRANSDIGM GROUP INC (TDG) - 2.11% |
| #15 | MCKESSON CORP (MCK) - 1.35% | ELI LILLY AND CO (LLY) - 1.93% |
| #16 | CONSOLIDATED EDISON INC (ED) - 1.33% | n/a (SHOP) - 1.90% |
| #17 | CENCORA INC (COR) - 1.31% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.80% |
| #18 | WASTE CONNECTIONS INC (WCN) - 1.28% | APPLE INC (AAPL) - 1.77% |
| #19 | REPUBLIC SERVICES INC (RSG) - 1.27% | CLOUDFLARE INC (NET) - 1.76% |
| #20 | MCDONALD'S CORP (MCD) - 1.25% | n/a (TSM) - 1.34% |
| #21 | COCA-COLA CO (KO) - 1.20% | BANK OF AMERICA CORP (BAC) - 1.17% |
| #22 | MERCK & CO INC (MRK) - 1.19% | GE AEROSPACE (GE) - 1.16% |
| #23 | NEWMONT CORP (NEM) - 1.17% | QUANTA SERVICES INC (PWR) - 1.11% |
| #24 | MASTERCARD INC CLASS A (MA) - 1.17% | SALESFORCE INC (CRM) - 1.02% |
| #25 | TJX COMPANIES INC (TJX) - 1.16% | WHEATON PRECIOUS METALS CORP (WPM) - 1.01% |
| Total Holdings | 174 | 96 |
USMV vs CGGR - Historical Returns
Returns include dividend reinvestment.
1M
USMV
+1.05%
Winner
CGGR
+7.84%
3M
USMV
-0.33%
Winner
CGGR
+8.02%
6M
USMV
+0.76%
Winner
CGGR
+4.13%
1Y
USMV
+3.38%
Winner
CGGR
+23.41%
5Y(CAGR)
USMV
+7.59%
Winner
CGGR
+16.38%
10Y(CAGR)
USMV
+9.80%
CGGR
N/A
Max(CAGR)
USMV
+11.53%
Winner
CGGR
+16.38%
USMV vs CGGR - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | USMV | CGGR |
|---|---|---|
| 2026 | +1.31% | +3.14% |
| 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 -3.00%. The current CGGR drawdown is -0.65%.
| 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 | -7.42% Feb 28, 2022 - Mar 17, 2022 |
| #6 | -9.17% Jan 26, 2018 - Jul 25, 2018 | -6.62% Mar 21, 2024 - Jun 10, 2024 |
| #7 | -7.31% Jul 22, 2016 - Feb 13, 2017 | -5.11% Dec 16, 2024 - Jan 22, 2025 |
| #8 | -7.14% Dec 29, 2015 - Mar 3, 2016 | -3.45% Sep 22, 2025 - Oct 23, 2025 |
| #9 | -6.86% Nov 26, 2024 - Feb 28, 2025 | -3.27% Dec 27, 2023 - Jan 19, 2024 |
| #10 | -6.64% May 15, 2013 - Sep 18, 2013 | -3.24% Nov 11, 2024 - Nov 29, 2024 |
| #11 | -6.46% Feb 27, 2026 - Mar 27, 2026 | -2.47% Jan 23, 2025 - Feb 13, 2025 |
| #12 | -6.03% Sep 2, 2021 - Nov 3, 2021 | -2.44% Oct 29, 2024 - Nov 6, 2024 |
| #13 | -5.94% Oct 5, 2012 - Jan 10, 2013 | -2.38% Aug 12, 2025 - Aug 27, 2025 |
| #14 | -5.38% Nov 11, 2011 - Dec 6, 2011 | -2.17% Jan 29, 2024 - Feb 2, 2024 |
| #15 | -5.13% Dec 31, 2013 - Feb 18, 2014 | -2.08% Jul 28, 2025 - Aug 8, 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 | 0.41% | 0.00% |
| 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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