CGUS vs IVVM
Capital Group Core Equity ETF vs iShares Large Cap Moderate Quarterly Laddered ETF
Which is better, CGUS or IVVM?
CGUS has been ahead.
CGUS has a lower expense ratio. CGUS led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.93.
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 | IVVM |
|---|---|---|
| Expense Ratio | 0.33%Best | 0.50% |
| AUM | $12.3B | $190M |
| Dividend Yield | 0.83% | 0.57% |
| Holdings | 75 | 13 |
| YTD Return | +11.95%Best | +9.19% |
| 1Y Return | +15.39%Best | +11.61% |
| 3Y Return (annualized) | +21.76%Best | +14.42% |
| Volatility (annualized) | 12.1% | 6.6%Best |
| Max Drawdown | -18.1% | -11.6%Best |
| $10,000 over 3.3 years | $18,116Best | $15,064 |
| Fund Family | Capital Group (US) | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 22, 2022 | Jun 28, 2023 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.3 years row, are measured over the window both funds cover: Jun 30, 2023 to Oct 14, 2026 (3.3 years).
CGUS vs IVVM 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 3.3 years both funds cover.
CGUS vs IVVM Performance
Capital Group Core Equity ETF (CGUS) is an ETF from Capital Group (US) and iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) is an ETF from iShares by BlackRock (US). Over the past year CGUS returned +15.39% while IVVM returned +11.61%. Year to date, CGUS is up 11.95% versus a gain of 9.19% for IVVM.
Over three years, CGUS compounded at +21.76% per year against +14.42% for IVVM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CGUS has been the more volatile fund, with annualized monthly volatility of 12.1% compared with 6.6% for IVVM. 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 -18.1% for CGUS and -11.6% for IVVM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
CGUS charges 0.33% per year while IVVM charges 0.50%. On a $10,000 position that is $33 vs $50 annually, a gap of $17 per year that compounds over a long holding period. On income, CGUS currently yields 0.83% against 0.57% for IVVM.
Holdings Overlap
We hold position weights for 68 holdings in CGUS and 2 in IVVM, totalling 100.0% and 99.1% 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 68 positions we hold weights for in CGUS and 2 in IVVM, against full books of 75 and 13.
You are not choosing between two funds in isolation.
Whichever of CGUS and IVVM 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 IVVM?
CGUS has an expense ratio of 0.33% while IVVM charges 0.50%. CGUS is the cheaper option, by $17 a year on a $10,000 investment.
Which performed better, CGUS or IVVM?
Over the past year CGUS returned +15.39% vs +11.61% for IVVM, 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 IVVM?
CGUS has been the more volatile fund at 12.1% annualized versus 6.6% for IVVM. Worst drawdown: CGUS -18.1% vs IVVM -11.6%.
Should I hold both CGUS and IVVM?
CGUS and IVVM have a monthly-return correlation of 0.93, 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, CGUS or IVVM?
CGUS yields 0.83% while IVVM yields 0.57%, so CGUS currently pays the higher dividend yield.
Is IVVM better than CGUS?
CGUS has a lower expense ratio. CGUS led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.93. Which one suits a particular account depends on what it is for. This is information, not a recommendation.