Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Capital Group Core Equity ETF (CGUS)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/22/2025: CGUS (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 13.63% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/22/2025 |
Key Highlights
Volume (30-day avg) 1519443 | Beta 0.92 | 52 Weeks Range 28.95 - 36.66 | Updated Date 04/23/2025 |
52 Weeks Range 28.95 - 36.66 | Updated Date 04/23/2025 |
Upturn AI SWOT
Capital Group Core Equity ETF
ETF Overview
Overview
The Capital Group Core Equity ETF (CGUS) seeks to provide investment results that correspond to the performance of the FTSE USA All Cap Index. The fund invests primarily in a broadly diversified portfolio of U.S. stocks.
Reputation and Reliability
Capital Group is a well-established investment management firm with a long history of providing investment solutions.
Management Expertise
Capital Group's investment professionals have extensive experience managing equity portfolios.
Investment Objective
Goal
To provide investment results that correspond to the performance of the FTSE USA All Cap Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the FTSE USA All Cap Index.
Composition The ETF holds a diversified portfolio of U.S. stocks.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 1344117250
Competitors
Key Competitors
- IVV
- VTI
- SPY
Competitive Landscape
The ETF market is highly competitive. CGUS competes with larger, more established ETFs like IVV and VTI, which have greater liquidity and brand recognition. CGUS's competitive advantage, if any, may lie in its specific weighting methodology or lower expense ratio, though specific details about CGUS's relative expense ratio and unique weighting methodologies are unavailable without current data.
Financial Performance
Historical Performance: Historical performance data unavailable.
Benchmark Comparison: Benchmark comparison data unavailable.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The ETF's liquidity is dependent on the average trading volume and recent data should be reviewed before trading. Historical data is unavailable.
Bid-Ask Spread
The bid-ask spread impacts the cost of trading, and recent spread information would be needed to fully asses this.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and market conditions influence CGUS, as it's invested in U.S. equities.
Growth Trajectory
Growth trends depend on overall market performance and changes in the fund's strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
CGUS may offer a competitive edge through its low expense ratio and strategic portfolio construction, attracting cost-conscious investors. Capital Group's established reputation could also contribute to investor confidence. The fund's precise weighting approach, if unique, would provide an additional competitive advantage. The ETF aims to mirror the FTSE USA All Cap Index effectively, potentially offering diversified exposure with lower management fees, potentially making it attractive to passive investors.
Risk Analysis
Volatility
CGUS's volatility is tied to the volatility of the U.S. stock market.
Market Risk
The ETF is subject to market risk associated with investing in U.S. equities.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking broad exposure to the U.S. equity market, has a long-term investment horizon, and is cost-conscious.
Market Risk
CGUS is suitable for long-term investors and passive index followers seeking diversified U.S. equity exposure.
Summary
The Capital Group Core Equity ETF (CGUS) aims to track the FTSE USA All Cap Index and provide diversified exposure to U.S. equities. Its appeal lies in a low expense ratio, making it attractive to cost-conscious investors. The fund is suitable for long-term investors who seek broad market exposure. The ETFs performance is tightly linked to the overall health of the U.S. equity market. It faces stiff competition from more well known ETFs with more volume and brand recognition.
Similar Companies
ITOT
iShares Core S&P Total U.S. Stock Market ETF
ITOT
iShares Core S&P Total U.S. Stock Market ETF
IVV
iShares Core S&P 500 ETF
IVV
iShares Core S&P 500 ETF
SCHB
Schwab U.S. Broad Market ETF
SCHB
Schwab U.S. Broad Market ETF
VTI
Vanguard Total Stock Market Index Fund ETF Shares
VTI
Vanguard Total Stock Market Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- Capital Group website
- ETF.com
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data was unavailable.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Capital Group Core Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests primarily in common stocks of companies that the investment adviser believes demonstrate the potential for appreciation and/or dividends. The fund normally invests at least 80% of its assets in equity securities. It may invest up to 15% of its assets, at the time of purchase, in securities of issuers domiciled outside the United States. The fund is designed for investors seeking both capital appreciation and income. It is non-diversified.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.