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DUSA vs CGVV

Davis Select U.S. Equity ETF vs Capital Group U.S. Large Value ETF

DUSA

Davis Select U.S. Equity ETF

Davis ETFs

Annual cost

0.59%

Fund size

$1.2B

CGVV

Capital Group U.S. Large Value ETF

Capital Group

Annual cost

0.33%

Fund size

$128M

Key differences

  • CGVV costs 0.26% less per year.
  • DUSA is significantly larger than CGVV — larger funds tend to be more liquid and less likely to close.
  • DUSA follows a active selection strategy; CGVV uses index tracking.
  • DUSA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DUSACGVV
Annual cost (TER)0.59%0.33%
Fund size (AUM)$1.2B$128M
Since20172025
Dividend yield0.89%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+32.9%N/A
CAGR 3Y+25.8%N/A
CAGR 5Y+11.4%N/A
Sharpe 3Y1.28N/A
Volatility 1Y13.00%
Max drawdown-36.71%-10.11%

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

Similar to DUSA and CGVV