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CGUS vs ACVF

Capital Group Core Equity ETF vs American Conservative Values ETF

CGUS

Capital Group Core Equity ETF

Capital Group

Annual cost

0.33%

Fund size

$10.3B

ACVF

American Conservative Values ETF

ACV ETFs

Annual cost

0.75%

Fund size

$146M

Key differences

  • CGUS costs 0.42% less per year.
  • CGUS is significantly larger than ACVF — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, CGUS has delivered higher annualized returns.

Side-by-side comparison

CGUSACVF
Annual cost (TER)0.33%0.75%
Fund size (AUM)$10.3B$146M
Since20222020
Dividend yield0.90%0.57%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+27.8%+19.8%
CAGR 3Y+23.0%+20.1%
CAGR 5YN/A+12.3%
Sharpe 3Y1.271.11
Volatility 1Y12.50%11.46%
Max drawdown-22.15%-24.39%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CGUS and ACVF