VGSH vs CGDV
Comparison between VANGUARD SHORT-TERM TREASURY INDEX FUND ETF SHARES (VGSH, ETF) and CAPITAL GROUP DIVIDEND VALUE ETF SHARE CLASS (CGDV, ETF).
VGSH vs CGDV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VGSH
$34B
CGDV
$33B
Expense Ratio
Winner
VGSH
0.03%
CGDV
0.33%
Max Drawdown
Winner
VGSH
8.05%
CGDV
22.45%
Sharpe Ratio
VGSH
0.01
Winner
CGDV
2.14
5Y Beta
Winner
VGSH
-0.02
CGDV
0.82
P/E Ratio
VGSH
N/A
CGDV
30.89
Forward P/E
VGSH
N/A
CGDV
21.30
5Y Dividends CAGR
VGSH
23.40%
CGDV
N/A
5Y EPS CAGR
VGSH
N/A
CGDV
19.92%
P/S Ratio
VGSH
N/A
CGDV
3.08
P/B Ratio
VGSH
N/A
CGDV
4.82
VGSH vs CGDV - Historical Returns
Returns include dividend reinvestment.
1M
VGSH
-0.02%
Winner
CGDV
+5.89%
3M
VGSH
-0.15%
Winner
CGDV
+5.72%
6M
VGSH
+1.08%
Winner
CGDV
+12.33%
1Y
VGSH
+3.70%
Winner
CGDV
+31.90%
5Y(CAGR)
VGSH
+1.81%
Winner
CGDV
+18.85%
10Y(CAGR)
VGSH
+1.73%
CGDV
N/A
Max(CAGR)
VGSH
+1.40%
Winner
CGDV
+18.85%
VGSH vs CGDV - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | VGSH | CGDV |
|---|---|---|
| 2026 | +0.41% | +8.99% |
| 2025 | +5.09% | +25.53% |
| 2024 | +4.14% | +20.70% |
| 2023 | +4.23% | +29.18% |
| 2022 | -3.73% | -2.88% |
| 2021 | -0.64% | N/A |
| 2020 | +3.04% | N/A |
| 2019 | +3.56% | N/A |
| 2018 | +1.60% | N/A |
| 2017 | +0.45% | N/A |
| 2016 | +1.15% | N/A |
| 2015 | +0.44% | N/A |
| 2014 | +0.51% | N/A |
| 2013 | +0.34% | N/A |
| 2012 | +0.52% | N/A |
| 2011 | +1.48% | N/A |
| 2010 | +2.13% | N/A |
| 2009 | -0.52% | N/A |
VGSH vs CGDV Drawdown Comparison
The maximum drawdown for VGSH was -5.70%, occurring on Oct 20, 2022. Recovery took 773 trading sessions.
The maximum drawdown for CGDV was -21.81%, occurring on Sep 30, 2022. Recovery took 296 trading sessions.
The current VGSH drawdown is -0.33%.
| Rank | VGSH | CGDV |
|---|---|---|
| #1 | -5.70% Apr 20, 2021 - May 15, 2024 | -21.81% Mar 29, 2022 - Jun 2, 2023 |
| #2 | -1.09% Sep 7, 2017 - Nov 19, 2018 | -14.28% Feb 13, 2025 - May 19, 2025 |
| #3 | -0.97% Sep 24, 2024 - Jan 24, 2025 | -9.75% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -0.94% Jul 5, 2016 - Jul 28, 2017 | -9.06% Jul 31, 2023 - Nov 24, 2023 |
| #5 | -0.88% Feb 27, 2026 - Mar 26, 2026 | -5.36% Oct 14, 2024 - Feb 6, 2025 |
| #6 | -0.83% Nov 3, 2010 - May 5, 2011 | -5.20% Jul 31, 2024 - Aug 19, 2024 |
| #7 | -0.74% Dec 1, 2009 - Jan 22, 2010 | -4.31% Mar 28, 2024 - May 6, 2024 |
| #8 | -0.73% Apr 30, 2025 - Jun 23, 2025 | -3.52% Nov 12, 2025 - Nov 26, 2025 |
| #9 | -0.72% Oct 14, 2015 - Feb 2, 2016 | -3.47% Aug 30, 2024 - Sep 17, 2024 |
| #10 | -0.65% Sep 4, 2019 - Oct 2, 2019 | -3.33% Mar 2, 2022 - Mar 17, 2022 |
| #11 | -0.60% Mar 2, 2010 - May 4, 2010 | -2.96% Oct 8, 2025 - Oct 23, 2025 |
| #12 | -0.53% Oct 15, 2014 - Jan 14, 2015 | -2.79% Jul 25, 2025 - Aug 22, 2025 |
| #13 | -0.48% Mar 9, 2020 - Mar 20, 2020 | -2.44% May 19, 2025 - Jun 2, 2025 |
| #14 | -0.47% Feb 11, 2016 - Apr 7, 2016 | -2.34% May 15, 2024 - Jul 3, 2024 |
| #15 | -0.47% Jan 15, 2015 - Apr 1, 2015 | -2.26% Dec 11, 2025 - Dec 22, 2025 |
Correlation
Correlation between VGSH and CGDV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2009 - 2026)
VGSH vs CGDV dividend yield comparison.
| Year | VGSH | CGDV |
|---|---|---|
| 2026 | 1.23% | 0.23% |
| 2025 | 4.00% | 1.29% |
| 2024 | 4.18% | 1.60% |
| 2023 | 3.31% | 1.65% |
| 2022 | 1.15% | 1.36% |
| 2021 | 0.66% | 0.00% |
| 2020 | 1.74% | 0.00% |
| 2019 | 2.28% | 0.00% |
| 2018 | 1.79% | 0.00% |
| 2017 | 1.10% | 0.00% |
| 2016 | 0.84% | 0.00% |
| 2015 | 0.69% | 0.00% |
| 2014 | 0.46% | 0.00% |
| 2013 | 0.34% | 0.00% |
| 2012 | 0.52% | 0.00% |
| 2011 | 0.76% | 0.00% |
| 2010 | 0.78% | 0.00% |
| 2009 | 0.08% | 0.00% |
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