Screener
OVLH vs CGUS
Overlay Shares Hedged Large Cap Equity ETF vs Capital Group Core Equity ETF
Key differences
- CGUS costs 0.47% less per year.
- CGUS is significantly larger than OVLH — larger funds tend to be more liquid and less likely to close.
- OVLH is classified as alternative, while CGUS is equity — different risk/return profiles.
- OVLH follows a volatility strategy strategy; CGUS uses active selection.
- Over the last 3 years, CGUS has delivered higher annualized returns.
Side-by-side comparison
| OVLH | CGUS | |
|---|---|---|
| Annual cost (TER) | 0.80% | 0.33% |
| Fund size (AUM) | $102M | $10.3B |
| Since | 2021 | 2022 |
| Dividend yield | 0.29% | 0.90% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | volatility strategy | active selection |
| CAGR 1Y | +19.1% | +27.8% |
| CAGR 3Y | +17.4% | +23.0% |
| CAGR 5Y | +9.9% | N/A |
| Sharpe 3Y | 1.35 | 1.27 |
| Volatility 1Y | 8.52% | 12.50% |
| Max drawdown | -20.69% | -22.15% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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