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CGVVvsIUSVETF Comparison

ETF 1
CGVV

Capital Group U.S. Large Value ETF

This fund is part of
US Large Cap Value
+0.42%
VS
ETF 2
IUSV

iShares Core S&P U.S. Value ETF

This fund is part of
US Large Cap Value
+0.42%

Capital Group U.S. Large Value ETF (CGVV) and iShares Core S&P U.S. Value ETF (IUSV) belong to the same industry segment: US Large Cap Value. CGVV's top 3 sector exposures are Information Technology, Industrials and Financials. In contrast, IUSV's top sector exposures are Information Technology, Financials and Consumer Discretionary. CGVV is more expensive with a Total Expense Ratio (TER) of 0.33%, versus 0.04% for IUSV. CGVV is up 14.58% year-to-date (YTD) with +$77M in YTD flows. IUSV performs worse with 7.84% YTD performance, and +$49M in YTD flows. Run a side-by-side ETF comparison of CGVV and IUSV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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CGVV vs IUSV performance and flow charts

Performance

-1.00.01.02.03.04.0%May 18May 25Jun 1Jun 8Jun 15

Cumulative Flows

0 M50 M100 M150 M200 M250 MMay 18May 25Jun 1Jun 8Jun 15

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Historic performance and flows
Data as of 06/18/2026
1M3MYTD1Y3Y5Y
Perf.
CGVV
IUSV
+3.36%+1.28%
+14.77%+8.43%
+14.58%+7.84%
n/a+21.35%
n/a+50.90%
n/a+73.38%
Flows
CGVV
IUSV
+$6M+$264M
+$25M+$448M
+$77M+$49M
-+$1.86B
-+$5.44B
-+$8.05B
Volatility and drawdown
3M1Y3Y5Y
Volatility
CGVV
IUSV
+16.32%+10.53%
n/a+10.19%
n/a+12.79%
n/a+14.66%
Max drawdown
CGVV
IUSV
-4.06%-1.85%
n/a-6.36%
n/a-17.77%
n/a-17.96%
Max drawdown duration
CGVV
IUSV
13d8d
n/a80d
n/a263d
n/a286d
Trading data

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CGVV
IUSV
Last sale
6/18/2026 at 1:30 PM
$30.85
$109.71
Previous close
06/18/2026
$30.49
$109.36
Consolidated volume
06/18/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
Replication quality
Data as of May 29, 2026
1-year trailing difference

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CGVV
is actively managed and doesn’t replicate an index

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CGVV
IUSV
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst
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Main metrics
Last update 6/18/2026 at 1:30 PM
Live
Closed
CGVV
IUSV
Last price
$30.85
$109.71
1D performance
+1.17%
+0.32%
AuM$142.46 M$26.18 B
E/R0.33%0.04%
Characteristics
CGVV
IUSV
Management strategyActivePassive
ProviderCapital GroupiShares
Benchmark-S&P 900 Value Index
N° of holdings62706
Asset class-Equities
Trailing 12m distribution yield
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Inception dateJune 24, 2025July 24, 2000
ESGNoNo
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Exposure

Countries

CGVV
USA
91.78%
Other
8.22%
IUSV
USA
94.96%
Other
5.04%

Sectors

CGVV
Information Techn.
18.25%
Industrials
16.37%
Financials
14.15%
Consumer Discreti.
9.83%
Health Care
7.31%
Communication Ser.
7.11%
Other
26.98%
IUSV
Information Techn.
19.89%
Financials
13.42%
Consumer Discreti.
11.18%
Industrials
11.09%
Health Care
10.89%
Consumer Staples
8.71%
Other
24.81%
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Diversification

CGVV

Total weight of top 15 holdings out of 15

41.18%
IUSV

Total weight of top 15 holdings out of 15

27.3%

Top 15 holdings

Data as of April 30, 2026
CGVV
AMAZON.COM INC
4.91%
INTEL-T
4.05%
API GROUP CORP
3.46%
STARBUCKS-T
3.20%
APPLIED MATERIAL
2.93%
META PLATFORMS
2.65%
JPMORGAN CHASE
2.61%
US36266G1076
2.57%
BERKSHIRE HATHWAY
2.41%
APOLLO GLOBAL MGMT INC
2.27%
WELLS FARGO
2.14%
VERTEX PHARMACEUTICALS
2.08%
RAYTHEON TECHNOLOGIES CORPORD
2.01%
APPLIED INDUSTRIAL TECHNOLOGIES
1.97%
MEDTRONIC PLC
1.92%
IUSV
APPLE
6.59%
AMAZON.COM INC
4.03%
EXXON
2.13%
WALMART INC
1.91%
COSTCO WHOLESALE
1.49%
INTEL-T
1.47%
TESLA
1.35%
CHEVRON TEXACO
1.20%
BK OF AMERICA CO
1.17%
PROCTERGAMBLE
1.13%
UNITEDHEALTH GRP
1.11%
HOME DEPOT
1.08%
MERCK & CO INC
0.90%
JPMORGAN CHASE
0.89%
TEXAS INSTRUMENTS
0.84%
Frequently asked questions about CGVV and IUSV

How have the CGVV and IUSV ETFs performed in 2026?

As of June 18, 2026, CGVV is up 14.58% year-to-date (YTD), while IUSV has returned 7.84%. That puts CGVV better performer ahead so far this year.

Which ETF is attracting more investor money: CGVV or IUSV?

Year-to-date, the CGVV ETF saw +$77M in flows, compared to +$49M for IUSV.

Which ETF is bigger: CGVV or IUSV?

As of June 18, 2026, CGVV holds $142.46 M in assets under management (AUM), while IUSV manages $26.18 B.

What sectors do the CGVV and IUSV ETFs invest in?

CGVV leans toward sectors like Information Technology, Industrials and Financials. Meanwhile, IUSV focuses on Information Technology, Financials and Consumer Discretionary.

What are the top holdings of the CGVV ETF and IUSV ETF?

CGVV top holdings include AMAZON.COM INC, INTEL-T and API GROUP CORP. IUSV holds in its top three: APPLE, AMAZON.COM INC and EXXON.

Which ETF is more diversified: CGVV or IUSV?

CGVV holds 65 securities with 41.18% of its assets in the top 15. IUSV has 742 securities and a top 15 weight of 27.3%.

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