Screener
CGUS vs OVS
Capital Group Core Equity ETF vs Overlay Shares Small Cap Equity ETF
Key differences
- CGUS costs 0.50% less per year.
- CGUS is significantly larger than OVS — larger funds tend to be more liquid and less likely to close.
- CGUS is classified as equity, while OVS is alternative — different risk/return profiles.
- CGUS follows a active selection strategy; OVS uses option income.
- Over the last 3 years, CGUS has delivered higher annualized returns.
Side-by-side comparison
| CGUS | OVS | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.83% |
| Fund size (AUM) | $10.3B | $20M |
| Since | 2022 | 2019 |
| Dividend yield | 0.90% | 5.97% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +27.8% | +38.2% |
| CAGR 3Y | +23.0% | +17.1% |
| CAGR 5Y | N/A | +6.3% |
| Sharpe 3Y | 1.27 | 0.66 |
| Volatility 1Y | 12.50% | 19.45% |
| Max drawdown | -22.15% | -45.09% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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