Capital Group U.S. Large Value ETF

CGVV

時価総額 $1.41億

CGVV hits a 52-week high as investors seek defensive bets amid heightened market uncertainty and rotate toward value.

Capital Group US Large Value ETF employs an active, value-oriented strategy targeting large-cap U.S. equities. I initiate coverage of CGVV with a Hold rating. The strategy is fairly novel, and more data is needed to assess its performance potential. CGVV has underperformed IVV, IVE, CGDV, and IWD since June 2025. Risk-adjusted returns also surprised on the downside.

The Capital Group U.S. Large Value ETF offers a concentrated, value-focused portfolio targeting long-term capital appreciation. CGVV has outperformed VOO year-to-date, with a 13% gain versus VOO's 6%, despite its short track record and smaller asset base. The fund's multi-manager approach and focus on undervalued U.S. companies position it for potential annualized total returns of 12–15%.

One of the world's oldest and largest active asset managers is building more focused equity and fixed income ETFs in three of the market's most essential areas. Just today, the firm rolled out the Capital Group High Yield Bond ETF (CGHY), Capital Group U.S. Large Growth ETF (CGGG) and Capital Group U.S.

The $66B ETF manager has grown its total suite of ETFs to 25 in the U.S., with registered investment advisors comprising a fifth of its overall ETF business LOS ANGELES , June 26, 2025 /PRNewswire/ -- Capital Group, one of the world's largest and most experienced active investment managers, launched three new active exchange-traded funds (ETFs) that begin trading on the New York Stock Exchange (NYSE) today. These include the firm's first focused U.S. growth and large value equity strategies, designed for financial professionals constructing model portfolios for their clients, as well as its first high yield bond ETF.