CGBL vs BKLN
Comparison between CAPITAL GROUP CORE BALANCED ETF SHARE CLASS (CGBL, ETF) and INVESCO SENIOR LOAN ETF (BKLN, ETF).
CGBL vs BKLN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGBL
$7B
Winner
BKLN
$7.10B
Expense Ratio
Winner
CGBL
0.33%
BKLN
0.65%
Max Drawdown
Winner
CGBL
12.01%
BKLN
32.19%
Sharpe Ratio
Winner
CGBL
0.95
BKLN
0.04
5Y Beta
CGBL
0.66
Winner
BKLN
0.15
5Y Dividends CAGR
CGBL
N/A
BKLN
13.76%
CGBL vs BKLN - Historical Returns
Returns include dividend reinvestment.
1M
CGBL
-0.93%
Winner
BKLN
+0.55%
3M
Winner
CGBL
+1.47%
BKLN
+0.58%
6M
Winner
CGBL
+3.33%
BKLN
+0.27%
1Y
Winner
CGBL
+12.50%
BKLN
+3.93%
5Y(CAGR)
CGBL
N/A
BKLN
+5.28%
10Y(CAGR)
CGBL
N/A
BKLN
+4.19%
Max(CAGR)
Winner
CGBL
+17.41%
BKLN
+3.72%
CGBL vs BKLN - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | CGBL | BKLN |
|---|---|---|
| 2026 | +5.48% | +0.51% |
| 2025 | +15.25% | +6.88% |
| 2024 | +17.28% | +8.25% |
| 2023 | +9.80% | +12.04% |
| 2022 | N/A | -2.47% |
| 2021 | N/A | +2.50% |
| 2020 | N/A | +1.11% |
| 2019 | N/A | +9.72% |
| 2018 | N/A | -1.53% |
| 2017 | N/A | +1.99% |
| 2016 | N/A | +9.18% |
| 2015 | N/A | -2.90% |
| 2014 | N/A | +0.55% |
| 2013 | N/A | +3.82% |
| 2012 | N/A | +9.61% |
| 2011 | N/A | -2.04% |
CGBL vs BKLN Drawdown Comparison
The maximum drawdown for CGBL was -11.66%, occurring on Apr 8, 2025. Recovery took 80 trading sessions.
The maximum drawdown for BKLN was -24.16%, occurring on Mar 23, 2020. Recovery took 228 trading sessions.
The current CGBL drawdown is -2.05%.
| Rank | CGBL | BKLN |
|---|---|---|
| #1 | -11.66% Feb 6, 2025 - Jun 3, 2025 | -24.16% Jan 8, 2020 - Dec 2, 2020 |
| #2 | -7.88% Feb 25, 2026 - Apr 17, 2026 | -8.75% May 13, 2011 - Feb 2, 2012 |
| #3 | -5.93% Jul 16, 2024 - Aug 30, 2024 | -7.31% Jan 14, 2022 - Jan 23, 2023 |
| #4 | -4.38% Oct 11, 2023 - Nov 14, 2023 | -7.07% May 4, 2015 - Jul 8, 2016 |
| #5 | -3.82% Dec 16, 2024 - Jan 24, 2025 | -5.69% Oct 2, 2018 - Feb 22, 2019 |
| #6 | -3.78% Mar 28, 2024 - May 15, 2024 | -3.73% Jul 2, 2014 - Apr 7, 2015 |
| #7 | -3.57% Jun 2, 2026 - Jun 18, 2026 | -3.71% May 4, 2012 - Jul 13, 2012 |
| #8 | -3.57% Oct 28, 2025 - Dec 3, 2025 | -3.55% Feb 18, 2025 - May 2, 2025 |
| #9 | -3.12% Aug 30, 2024 - Sep 13, 2024 | -3.07% Jan 9, 2026 - May 5, 2026 |
| #10 | -2.59% Nov 8, 2024 - Dec 2, 2024 | -2.66% Mar 3, 2023 - Apr 11, 2023 |
| #11 | -2.48% May 14, 2026 - May 27, 2026 | -2.39% Mar 3, 2011 - Apr 4, 2011 |
| #12 | -2.18% Dec 11, 2025 - Dec 24, 2025 | -2.04% May 22, 2013 - Oct 28, 2013 |
| #13 | -2.17% Jan 28, 2026 - Feb 20, 2026 | -1.66% Jul 22, 2024 - Aug 16, 2024 |
| #14 | -2.09% Oct 18, 2024 - Nov 6, 2024 | -1.57% Sep 17, 2019 - Dec 4, 2019 |
| #15 | -2.05% Jul 6, 2026 - Jul 17, 2026 | -1.52% Oct 17, 2012 - Dec 6, 2012 |
Correlation
Correlation between CGBL and BKLN is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2011 - 2026)
CGBL vs BKLN dividend yield comparison.
| Year | CGBL | BKLN |
|---|---|---|
| 2026 | 0.78% | 3.08% |
| 2025 | 1.98% | 6.95% |
| 2024 | 1.92% | 8.41% |
| 2023 | 0.48% | 8.59% |
| 2022 | 0.00% | 4.94% |
| 2021 | 0.00% | 3.11% |
| 2020 | 0.00% | 3.56% |
| 2019 | 0.00% | 4.86% |
| 2018 | 0.00% | 4.51% |
| 2017 | 0.00% | 3.50% |
| 2016 | 0.00% | 4.54% |
| 2015 | 0.00% | 4.12% |
| 2014 | 0.00% | 4.12% |
| 2013 | 0.00% | 4.40% |
| 2012 | 0.00% | 4.81% |
| 2011 | 0.00% | 3.39% |
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