CGBL vs COPX
Comparison between CAPITAL GROUP CORE BALANCED ETF SHARE CLASS (CGBL, ETF) and GLOBAL X COPPER MINERS ETF (COPX, ETF).
CGBL vs COPX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGBL
$7.20B
Winner
COPX
$7.30B
Expense Ratio
Winner
CGBL
0.33%
COPX
0.65%
Max Drawdown
Winner
CGBL
12.01%
COPX
85.41%
Sharpe Ratio
CGBL
1.07
Winner
COPX
1.75
5Y Beta
Winner
CGBL
0.65
COPX
1.47
5Y Dividends CAGR
CGBL
N/A
COPX
28.31%
CGBL vs COPX - Historical Returns
Returns include dividend reinvestment.
1M
CGBL
+2.11%
Winner
COPX
+20.90%
3M
CGBL
+3.41%
Winner
COPX
+14.32%
6M
CGBL
+5.41%
Winner
COPX
+6.54%
1Y
CGBL
+15.73%
Winner
COPX
+108.24%
5Y(CAGR)
CGBL
N/A
COPX
+26.19%
10Y(CAGR)
CGBL
N/A
COPX
+20.99%
Max(CAGR)
Winner
CGBL
+17.88%
COPX
+7.04%
CGBL vs COPX - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | CGBL | COPX |
|---|---|---|
| 2026 | +8.37% | +29.91% |
| 2025 | +15.25% | +91.73% |
| 2024 | +17.28% | +4.40% |
| 2023 | +9.80% | +7.39% |
| 2022 | N/A | -0.34% |
| 2021 | N/A | +17.77% |
| 2020 | N/A | +48.76% |
| 2019 | N/A | +13.16% |
| 2018 | N/A | -33.02% |
| 2017 | N/A | +34.67% |
| 2016 | N/A | +75.40% |
| 2015 | N/A | -46.25% |
| 2014 | N/A | -19.27% |
| 2013 | N/A | -30.56% |
| 2012 | N/A | -0.43% |
| 2011 | N/A | -32.07% |
| 2010 | N/A | +36.20% |
CGBL vs COPX Drawdown Comparison
The maximum drawdown for CGBL was -11.66%, occurring on Apr 8, 2025. Recovery took 80 trading sessions.
The maximum drawdown for COPX was -83.13%, occurring on Jan 20, 2016. Recovery took 3272 trading sessions.
The current CGBL drawdown is -0.91%. The current COPX drawdown is -0.82%.
| Rank | CGBL | COPX |
|---|---|---|
| #1 | -11.66% Feb 6, 2025 - Jun 3, 2025 | -83.13% Apr 6, 2011 - Apr 9, 2024 |
| #2 | -7.88% Feb 25, 2026 - Apr 17, 2026 | -39.71% May 20, 2024 - Sep 10, 2025 |
| #3 | -5.93% Jul 16, 2024 - Aug 30, 2024 | -29.25% Apr 20, 2010 - Sep 20, 2010 |
| #4 | -4.38% Oct 11, 2023 - Nov 14, 2023 | -27.82% Feb 27, 2026 - Mar 20, 2026 |
| #5 | -3.82% Dec 16, 2024 - Jan 24, 2025 | -15.82% Feb 7, 2011 - Apr 5, 2011 |
| #6 | -3.78% Mar 28, 2024 - May 15, 2024 | -13.71% Jan 29, 2026 - Feb 25, 2026 |
| #7 | -3.57% Jun 2, 2026 - Jun 18, 2026 | -10.46% Oct 13, 2025 - Nov 28, 2025 |
| #8 | -3.57% Oct 28, 2025 - Dec 3, 2025 | -9.10% Nov 11, 2010 - Dec 6, 2010 |
| #9 | -3.12% Aug 30, 2024 - Sep 13, 2024 | -7.89% Jan 18, 2011 - Feb 7, 2011 |
| #10 | -2.95% Jul 6, 2026 - Aug 4, 2026 | -6.75% Oct 13, 2010 - Nov 4, 2010 |
| #11 | -2.59% Nov 8, 2024 - Dec 2, 2024 | -5.87% Jan 3, 2011 - Jan 18, 2011 |
| #12 | -2.48% May 14, 2026 - May 27, 2026 | -5.72% Oct 8, 2025 - Oct 13, 2025 |
| #13 | -2.18% Dec 11, 2025 - Dec 24, 2025 | -5.10% Apr 29, 2024 - May 13, 2024 |
| #14 | -2.17% Jan 28, 2026 - Feb 20, 2026 | -4.99% Apr 9, 2024 - Apr 26, 2024 |
| #15 | -2.09% Oct 18, 2024 - Nov 6, 2024 | -3.61% Dec 26, 2025 - Jan 5, 2026 |
Correlation
Correlation between CGBL and COPX is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2010 - 2026)
CGBL vs COPX dividend yield comparison.
| Year | CGBL | COPX |
|---|---|---|
| 2026 | 0.76% | 0.27% |
| 2025 | 1.98% | 2.68% |
| 2024 | 1.92% | 1.80% |
| 2023 | 0.48% | 2.39% |
| 2022 | 0.00% | 3.14% |
| 2021 | 0.00% | 1.48% |
| 2020 | 0.00% | 1.30% |
| 2019 | 0.00% | 1.37% |
| 2018 | 0.00% | 2.59% |
| 2017 | 0.00% | 1.57% |
| 2016 | 0.00% | 0.60% |
| 2015 | 0.00% | 1.20% |
| 2014 | 0.00% | 2.31% |
| 2013 | 0.00% | 0.71% |
| 2012 | 0.00% | 3.29% |
| 2011 | 0.00% | 7.06% |
| 2010 | 0.00% | 0.47% |
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