AKRE vs CGMS

Comparison between AKRE FOCUS ETF (AKRE, ETF) and CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF SHARE CLASS (CGMS, ETF).

AKRE vs CGMS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AKRE(ETF)	CGMS(ETF)
Net Assets	$5.20B	$5.20B
Expense Ratio	0.98%	0.39%
Max Drawdown	24.18%	6.62%
Sharpe Ratio	-1.45	0.47
5Y Beta	0.53	0.14
P/E Ratio	32.85	N/A
Forward P/E	21.07	N/A
PEG Ratio	0.74	N/A
5Y EPS CAGR	15.83%	N/A
Debt to Equity	73.76%	N/A
P/S Ratio	6.30	N/A
P/B Ratio	5.11	N/A

Net Assets

AKRE

$5.20B

CGMS

$5.20B

Expense Ratio

AKRE

0.98%

Winner

CGMS

0.39%

Max Drawdown

AKRE

24.18%

Winner

CGMS

6.62%

Sharpe Ratio

AKRE

-1.45

Winner

CGMS

0.47

5Y Beta

AKRE

0.53

Winner

CGMS

0.14

P/E Ratio

AKRE

32.85

CGMS

N/A

Forward P/E

AKRE

21.07

CGMS

N/A

PEG Ratio

AKRE

0.74

CGMS

N/A

5Y EPS CAGR

AKRE

15.83%

CGMS

N/A

Debt to Equity

AKRE

73.76%

CGMS

N/A

P/S Ratio

AKRE

6.30

CGMS

N/A

P/B Ratio

AKRE

5.11

CGMS

N/A

AKRE vs CGMS - Historical Returns

Returns include dividend reinvestment.

Period	AKRE	CGMS
1 month	+3.14%	-0.28%
3 months	+2.75%	+0.47%
6 months	-10.10%	+1.26%
1 year	N/A	+5.56%
Max(CAGR)	-21.54%	+8.20%

Winner

AKRE

+3.14%

CGMS

-0.28%

Winner

AKRE

+2.75%

CGMS

+0.47%

AKRE

-10.10%

Winner

CGMS

+1.26%

AKRE

N/A

CGMS

+5.56%

Max(CAGR)

AKRE

-21.54%

Winner

CGMS

+8.20%

AKRE vs CGMS - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	AKRE	CGMS
2026	-12.22%	+1.59%
2025	-3.24%	+7.67%
2024	N/A	+7.83%
2023	N/A	+11.26%
2022	N/A	+2.61%

AKRE vs CGMS Drawdown Comparison

The maximum drawdown for AKRE was -24.18%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for CGMS was -4.08%, occurring on Apr 8, 2025. Recovery took 66 trading sessions.

The current AKRE drawdown is -15.97%. The current CGMS drawdown is -0.36%.

Rank	AKRE	CGMS
#1	-24.18% Oct 27, 2025 - Mar 27, 2026	-4.08% Feb 28, 2025 - Jun 4, 2025
#2	N/A	-3.79% Feb 2, 2023 - Jul 12, 2023
#3	N/A	-3.63% Jul 13, 2023 - Nov 14, 2023
#4	N/A	-2.47% Feb 19, 2026 - Apr 14, 2026
#5	N/A	-2.35% Dec 13, 2022 - Jan 6, 2023
#6	N/A	-1.92% Mar 27, 2024 - May 6, 2024
#7	N/A	-1.62% Feb 1, 2024 - Mar 20, 2024
#8	N/A	-1.61% Dec 10, 2024 - Jan 27, 2025
#9	N/A	-1.61% Oct 1, 2024 - Nov 29, 2024
#10	N/A	-1.39% Dec 27, 2023 - Jan 12, 2024
#11	N/A	-1.26% Oct 28, 2022 - Nov 10, 2022
#12	N/A	-1.09% Oct 28, 2025 - Nov 26, 2025
#13	N/A	-1.09% May 6, 2026 - May 28, 2026
#14	N/A	-0.84% Jul 23, 2024 - Jul 31, 2024
#15	N/A	-0.81% May 15, 2024 - Jun 3, 2024

Correlation

Correlation between AKRE and CGMS is -0.68 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.68

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