Capital Group ETFs: record by period

Record

25 funds with a full year

Capital Group’s 1-Year Record

21 of 25 Made Money4 lostCapital Group typical +5.3% · All ETFs +6.9%

Made money · 21

More than 30%0

20–30%1BestCGVV+21.7%

10–20%6

5–10%6

0–5%8

Lost money · 4

0–5%3

5–10%1WorstCGGG−6.8%

More than 10%0

Capital Group ETFs · past-year returns · 25 funds with a full year · as of Nov 4, 2026

Capital Group’s Returns by Bucket

BucketYTD1YMoney made

Income4 funds · $59.0B+9.4%+11.9%$6.1B

International5 funds · $26.4B+7.8%+9.0%$2.2B

US stocks5 funds · $41.3B+5.7%+5.5%$2.1B

Unsorted3 funds · $13.3B+6.3%+8.3%$1.0B

Bonds & cash8 funds · $23.7B+0.4%+0.9%$215M

Capital Group ETFs by bucket · asset-weighted returns · money made is an estimate: AUM × return · Nov 4, 2026

Capital Group’s Best ETFs

YTD

+17.9%CGVV, U.S. Large Value, led Capital Group

1CGVVU.S. Large Value+17.9%

2CGDVDividend Value+13.0%

3CGCVConservative Equity+11.4%

4CGUSCore Equity+10.7%

5CGDGDividend Growers+9.5%

6CGMMU.S. Small and Mid Cap+8.9%

7CGGOGlobal Growth Equity+8.7%

8CGICInternational Core Equity+8.7%

Capital Group ETFs · year-to-date returns · as of Nov 4, 2026

Capital Group’s Worst ETFs

YTD

−4.7%CGGG, U.S. Large Growth

1CGGGU.S. Large Growth−4.7%

2CGCPCore Plus Income−1.0%

3CGCBCore Bond−0.9%

Capital Group ETFs · year-to-date returns · as of Nov 4, 2026

Capital Group’s ETF Returns

YTD

22–3up · down this year
of 25 funds that traded Jan 1

Funds per 5-point band of YTD return (%).

Typical+4.1%

BestCGVV +17.9%

WorstCGGG −4.7%

Capital Group ETFs · year-to-date returns · as of Nov 4, 2026

Top 12 Capital Group ETFs

CGDV+16.1%

CGDG+12.5%

CGUS+11.0%

CGGO+9.2%

CGBL+7.7%

CGXU+7.7%

CGGR+1.9%

CGMS+1.5%

CGHM+1.3%

CGMU+1.1%

CGCP−0.4%

CGCB−0.5%

Best first · dashed line = Capital Group typical +5.3%

Capital Group ETFs · past-year returns · as of Nov 4, 2026

Capital Group’s Money Made

$9.9Bmade by the 12 largest · 85% of $11.6B

Capital Group ETFs · past-year money made · as of Nov 4, 2026 · estimate: AUM × return

Capital Group’s Best and Worst ETFs

Best 5 of 25

CGVVU.S. Large Value+21.7%

CGDVDividend Value+16.1%

CGICInternational Core Equity+13.8%

CGCVConservative Equity+13.7%

CGDGDividend Growers+12.5%

Worst 5 of 25

CGGGU.S. Large Growth−6.8%

CGCBCore Bond−0.5%

CGCPCore Plus Income−0.4%

CGIBInternational Bond (USD-Hedged)−0.2%

CGMUMunicipal Income+1.1%

End-of-day Nov 4, 2026 · funds with a full year

Capital Group’s Record by Bucket

Income3 of 4

US stocks4 of 5

International5 of 5

Bonds & cash6 of 8

Unsorted3 of 3

Capital Group ETFs · past-year returns · as of Nov 4, 2026

Money Made by ETF Issuers

$1.47Tmade by all US ETFs · an estimate

#IssuerMade

1Vanguard$435B

2iShares$381B

3SPDR$208B

4Invesco$95.7B

5Schwab$83.8B

End-of-day Nov 4, 2026

Capital Group’s Losing ETFs

4funds lost money2 bond funds · 1 US stock fund · 1 income fund

FundCategoryPast year1Y ▲Assets

CGGGU.S. Large GrowthUS stocks−6.8%$70.4M

CGCBCore BondBonds & cash−0.5%$6.9B

CGCPCore Plus IncomeIncome−0.4%$8.6B

CGIBInternational Bond (USD-Hedged)Bonds & cash−0.2%$382M

Capital Group ETFs · past-year returns · as of Nov 4, 2026 · worst first

Capital Group’s Newest ETFs

0funds not in the record yet

A fund joins Win % and typical return once it has a full year of prices.

Capital Group ETFs · launched in the past year · as of Nov 4, 2026

CGCapital Group

Record

Capital Group