CGCV vs SHUS
Capital Group Conservative Equity ETF vs Stratified LargeCap Hedged ETF
Which is better, CGCV or SHUS?
Each has led over a different period.
CGCV has a lower expense ratio. CGCV led over the full window, SHUS over 1Y. The two have moved almost in lockstep, correlation 0.90.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | CGCV | SHUS |
|---|---|---|
| Expense Ratio | 0.33%Best | 0.79% |
| AUM | $2.1B | $25M |
| Dividend Yield | 1.59% | 1.27% |
| Holdings | 146 | 7 |
| YTD Return | +8.70% | +10.12%Best |
| 1Y Return | +11.37% | +12.37%Best |
| 3Y Return (annualized) | - | +11.36% |
| 5Y Return (annualized) | - | +6.03% |
| Volatility (annualized) | 9.9%Best | 10.9% |
| Max Drawdown | -13.1%Best | -14.3% |
| $10,000 over 2.3 years | $13,706Best | $12,803 |
| Fund Family | Capital Group (US) | Syntax Stratified |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jun 25, 2024 | Jun 15, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: Jun 27, 2024 to Oct 14, 2026 (2.3 years).
CGCV vs SHUS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.3 years both funds cover.
CGCV vs SHUS Performance
Capital Group Conservative Equity ETF (CGCV) is an ETF from Capital Group (US) and Stratified LargeCap Hedged ETF (SHUS) is an ETF from Syntax Stratified. Over the past year CGCV returned +11.37% while SHUS returned +12.37%. Year to date, CGCV is up 8.70% versus a gain of 10.12% for SHUS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SHUS has been the more volatile fund, with annualized monthly volatility of 10.9% compared with 9.9% for CGCV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -13.1% for CGCV and -14.3% for SHUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
CGCV charges 0.33% per year while SHUS charges 0.79%. On a $10,000 position that is $33 vs $79 annually, a gap of $46 per year that compounds over a long holding period. On income, CGCV currently yields 1.59% against 1.27% for SHUS.
Holdings Overlap
We hold position weights for 73 holdings in CGCV and 1 in SHUS, totalling 100.0% and 99.7% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 73 positions we hold weights for in CGCV and 1 in SHUS, against full books of 146 and 7.
You are not choosing between two funds in isolation.
Whichever of CGCV and SHUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CGCV or SHUS?
CGCV has an expense ratio of 0.33% while SHUS charges 0.79%. CGCV is the cheaper option, by $46 a year on a $10,000 investment.
Which performed better, CGCV or SHUS?
Over the past year CGCV returned +11.37% vs +12.37% for SHUS, so SHUS leads on 1-year performance. Over the longest common window we track (2 years), CGCV annualized +14.69% vs +11.34% for SHUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGCV or SHUS?
SHUS has been the more volatile fund at 10.9% annualized versus 9.9% for CGCV. Worst drawdown: CGCV -13.1% vs SHUS -14.3%.
Should I hold both CGCV and SHUS?
CGCV and SHUS have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, CGCV or SHUS?
CGCV yields 1.59% while SHUS yields 1.27%, so CGCV currently pays the higher dividend yield.
Is SHUS better than CGCV?
CGCV has a lower expense ratio. CGCV led over the full window, SHUS over 1Y. The two have moved almost in lockstep, correlation 0.90. Which one suits a particular account depends on what it is for. This is information, not a recommendation.