Capital Group U.S. Large Value ETF (CGVV)
ARCA ARCA Primary Summary
CGVV Chart
Large-cap Value ETF (CGVV) Hits a New 52-Week High
CGVV hits a 52-week high as investors seek defensive bets amid heightened market uncertainty and rotate toward value.
CGVV: High Quality Value-Focused Equity Strategy Deserves Attention
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.
Capital Group U.S. Large Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Curtis Ellergodt Rothschild Investment LLC | 1,800 | $48,150 | $56,178 | $8,028 | 16.67% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 25,545 | $789,360 | $825,869.85 | $36,509.85 | 4.63% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,810 | $76,188.13 | $91,409.3 | $15,221.17 | 19.98% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 6,692 | $206,782.8 | $217,757.68 | $10,974.88 | 5.31% |
 Kathleen Thornhill Confluence Wealth Services Inc. | 8,316 | $223,629.6 | $259,542.36 | $35,912.76 | 16.06% |
Capital Group U.S. Large Value ETF (CGVV) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Capital Group U.S. Large Value ETF ever had a stock split?
Capital Group U.S. Large Value ETF Profile
| ARCA Exchange | US Country |
Overview
The primary investment goal of the fund is to achieve capital appreciation by strategically allocating its resources. This involves a focus on growth through substantial investments in equity securities. The fund is distinguished by its commitment to invest at least 80% of its net assets in common stocks and a variety of other equity-type securities. This includes preferred stocks, convertible securities, and hybrid securities, reflecting a diverse approach to capital growth through different avenues within the equity market.
Products and Services
- Common Stocks
Investments in common stocks constitute the majority of the fund's portfolio, representing ownership in publicly traded companies. These stocks are selected based on their growth potential, market positioning, and overall financial health, aiming to capitalize on significant price increases over time.
- Preferred Stocks
Preferred stocks are an essential component of the fund’s strategy, offering dividends and typically less volatility than common stocks. These securities are selected for their potential to provide steady income and capital appreciation, contributing to the overall stability and growth of the investment portfolio.
- Convertible Securities
Convertible securities combine the features of bonds and stocks, allowing investors to convert their holdings into a preset number of shares. The fund utilizes these financial instruments to gain equity exposure while minimizing risk, making them a valuable addition to its investment strategy.
- Hybrid Securities
Hybrid securities provide both equity and fixed-income characteristics, allowing the fund to manage risk more effectively while pursuing capital appreciation. These products enable investors to benefit from equity-like returns while enjoying the protective features typical of debt instruments.
