CGUS vs HUSV
Capital Group Core Equity ETF vs First Trust Horizon Managed Volatility Domestic ETF
Which is better, CGUS or HUSV?
CGUS has been ahead.
CGUS has a lower expense ratio. CGUS led over 1Y, 3Y and the full window. HUSV is less concentrated, with 22.7% of the fund in its ten largest positions against 43.8%.
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 | CGUS | HUSV |
|---|---|---|
| Expense Ratio | 0.33%Best | 0.70% |
| AUM | $12.3B | $54M |
| Dividend Yield | 0.83% | 1.52% |
| Holdings | 75 | 202 |
| YTD Return | +11.95%Best | +5.79% |
| 1Y Return | +15.39%Best | +3.42% |
| 3Y Return (annualized) | +21.76%Best | +9.84% |
| 5Y Return (annualized) | - | +5.65% |
| Volatility (annualized) | 14.7% | 12.0%Best |
| Max Drawdown | -21.9% | -17.0%Best |
| $10,000 over 4.6 years | $19,073Best | $13,302 |
| Top 10 Weight | 43.8% | 22.7%Best |
| Fund Family | Capital Group (US) | First Trust Portfolios (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 22, 2022 | Aug 24, 2016 |
Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Feb 24, 2022 to Oct 14, 2026 (4.6 years).
CGUS vs HUSV 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 4.6 years both funds cover.
CGUS vs HUSV Performance
Capital Group Core Equity ETF (CGUS) is an ETF from Capital Group (US) and First Trust Horizon Managed Volatility Domestic ETF (HUSV) is an ETF from First Trust Portfolios (US). Over the past year CGUS returned +15.39% while HUSV returned +3.42%. Year to date, CGUS is up 11.95% versus a gain of 5.79% for HUSV.
Over three years, CGUS compounded at +21.76% per year against +9.84% for HUSV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CGUS has been the more volatile fund, with annualized monthly volatility of 14.7% compared with 12.0% for HUSV. 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 -21.9% for CGUS and -17.0% for HUSV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.69. They move together some of the time, and apart the rest.
Fees and Cost Over Time
CGUS charges 0.33% per year while HUSV charges 0.70%. On a $10,000 position that is $33 vs $70 annually, a gap of $37 per year that compounds over a long holding period. On income, CGUS currently yields 0.83% against 1.52% for HUSV.
Holdings Overlap
19.4% of CGUS's money is in holdings HUSV also owns. 8.8% of HUSV's money is in holdings CGUS also owns.
CGUS and HUSV share little of their money.
10 positions in common, counted across the 68 positions we hold weights for in CGUS and 101 in HUSV, against full books of 75 and 202.
What only one of them owns
Our book lists 89 positions for HUSV that do not appear in our book for CGUS (89.6% of the fund), and 49 for CGUS that do not appear in HUSV (70.0%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in CGUS | Weight in HUSV | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.90% | 1.94% | 5.96% |
| AAPLApple, Inc | 2.53% | 2.27% | 0.26% |
| CSCOCisco Systems Inc. - Ordinary Shares | 1.87% | 1.70% | 0.17% |
| RTXRaytheon Co. | 1.84% | 0.29% | 1.55% |
| SBUXStarbucks Corp | 1.65% | 0.27% | 1.38% |
| VVisa Inc Class A | 0.69% | 0.84% | 0.15% |
| APDAir Products & Chemicals Inc. | 0.82% | 0.48% | 0.34% |
| HDHome Depot Inc/The | 0.72% | 0.31% | 0.41% |
| ABTAbbot Laboratories | 0.73% | 0.29% | 0.44% |
| ABBVAbbvie Inc. | 0.66% | 0.36% | 0.30% |
You are not choosing between two funds in isolation.
Whichever of CGUS and HUSV 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, CGUS or HUSV?
CGUS has an expense ratio of 0.33% while HUSV charges 0.70%. CGUS is the cheaper option, by $37 a year on a $10,000 investment.
Which performed better, CGUS or HUSV?
Over the past year CGUS returned +15.39% vs +3.42% for HUSV, so CGUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGUS or HUSV?
CGUS has been the more volatile fund at 14.7% annualized versus 12.0% for HUSV. Worst drawdown: CGUS -21.9% vs HUSV -17.0%.
Should I hold both CGUS and HUSV?
CGUS and HUSV have a monthly-return correlation of 0.69, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between CGUS and HUSV?
19.4% of CGUS's money is in holdings HUSV also owns. 8.8% of HUSV's is in holdings CGUS also owns. They hold 10 positions in common, counted across the 68 positions we hold weights for in CGUS and 101 in HUSV.
Which pays a higher dividend, CGUS or HUSV?
CGUS yields 0.83% while HUSV yields 1.52%, so HUSV currently pays the higher dividend yield.
Is HUSV better than CGUS?
CGUS has a lower expense ratio. CGUS led over 1Y, 3Y and the full window. HUSV is less concentrated, with 22.7% of the fund in its ten largest positions against 43.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.