Capital Group Core Equity ETF
$44.03−0.10 (−0.23%)
- 0.33%
- $12.3B
- +10.6%
- 0.83%
- 1.05M sh
- low $37.20high $46.80
The ETF.net CGUS Grade
A
Score 72 out of 100
- 17 of 126
Score 72 of 100 falls in the A band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.A80 out of 100Rank 25 of 126Mission
Whether the fund did what it promised, tested against its stated mandate.Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.B60 out of 100Rank 49 of 126Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.A71 out of 100Rank 28 of 126Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.B63 out of 100Rank 54 of 124Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.A89 out of 100Rank 6 of 126
Our read on CGUS
In short
ACapital Group's low-key answer to the index fund: an actively managed US core portfolio of roughly 70 stocks chasing both appreciation and dividends, priced at 0.33% while the typical active US equity ETF charges about double.
Stated mandate
The fund seeks long-term capital growth and income by investing mainly in common stocks that the adviser believes offer appreciation potential or dividends. It is actively managed and emphasizes companies viewed as attractively valued long-term opportunities.
Why people hold it
Worth knowing
CGUS Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Not enough history yet.Not enough history yet.
CGUS$11,058
Returns run to the Oct 30, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | CGUS |
|---|---|
| Year to date | +10.4% |
| 1 month | −0.8% |
| 3 months | −1.1% |
| 1 year | +10.6% |
| 3 years | +22.5% |
| 5 years | |
| 10 years |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | CGUS |
|---|---|---|
| 2026 YTD | +10.4% | |
| 2025 | +16.2% | |
| 2024 | +24.9% | |
| 2023 | +27.7% | |
| 2022 | −7.9% |
CGUS in the news
CGUS Dividends
- 0.83%
- $0.37
- $0.09 per share
- Quarterly
CGUS Risk
- 12.2%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 1.38
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −21.9%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 0.94
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
FMP measures it over up to five years of monthly returns.
CGUS Cost
Overpaying vs TACU, cheapest in US Active Equity
$6,737
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
CGUS 0.33%
$6,737
TACU 0.00% Cheapest
$0
Cost over time
Year by year
| Year | CGUS | TACU | Overpaying |
|---|---|---|---|
| 10 | $598 | $0 | $598 |
| 20 | $2,318 | $0 | $2,318 |
| 30 | $6,737 | $0 | $6,737 |
Other funds in US Active Equity
- AFEACFidelity Enhanced U.S. All-Cap Equity ETFExpense ratio 0.18%1 year return +13.5%
- AAAUBAlpha Architect US Equity 4 ETFExpense ratio 0.10%1 year return
- AMODLVictoryShares WestEnd U.S. Sector ETFExpense ratio 0.46%1 year return +10.7%
- AFFLCFidelity Fundamental Large Cap Core ETFExpense ratio 0.38%1 year return +10.4%
- AMSLCMorgan Stanley Pathway Large Cap Equity ETFExpense ratio 0.39%1 year return +9.8%
