CGBL vs DFSD
Comparison between CAPITAL GROUP CORE BALANCED ETF SHARE CLASS (CGBL, ETF) and DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD, ETF).
CGBL vs DFSD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGBL
$6.70B
Winner
DFSD
$6.80B
Expense Ratio
CGBL
0.33%
Winner
DFSD
0.16%
Max Drawdown
CGBL
12.01%
Winner
DFSD
9.85%
Sharpe Ratio
Winner
CGBL
1.21
DFSD
0.26
5Y Beta
CGBL
0.66
Winner
DFSD
0.03
CGBL vs DFSD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CGBL
+0.59%
DFSD
+0.36%
3M
Winner
CGBL
+7.17%
DFSD
+0.73%
6M
Winner
CGBL
+7.15%
DFSD
+1.11%
1Y
Winner
CGBL
+16.03%
DFSD
+4.19%
5Y(CAGR)
CGBL
N/A
DFSD
+2.55%
Max(CAGR)
Winner
CGBL
+18.24%
DFSD
+2.55%
CGBL vs DFSD - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | CGBL | DFSD |
|---|---|---|
| 2026 | +5.87% | +0.75% |
| 2025 | +15.25% | +6.52% |
| 2024 | +17.28% | +4.53% |
| 2023 | +9.80% | +6.02% |
| 2022 | N/A | -5.69% |
| 2021 | N/A | -0.02% |
CGBL vs DFSD Drawdown Comparison
The maximum drawdown for CGBL was -11.66%, occurring on Apr 8, 2025. Recovery took 80 trading sessions.
The maximum drawdown for DFSD was -8.45%, occurring on Oct 20, 2022. Recovery took 552 trading sessions.
The current CGBL drawdown is -1.45%. The current DFSD drawdown is -0.25%.
| Rank | CGBL | DFSD |
|---|---|---|
| #1 | -11.66% Feb 6, 2025 - Jun 3, 2025 | -8.45% Nov 18, 2021 - Feb 1, 2024 |
| #2 | -7.88% Feb 25, 2026 - Apr 17, 2026 | -1.47% Feb 27, 2026 - Mar 26, 2026 |
| #3 | -5.93% Jul 16, 2024 - Aug 30, 2024 | -1.34% Apr 3, 2025 - Apr 28, 2025 |
| #4 | -4.38% Oct 11, 2023 - Nov 14, 2023 | -0.67% Oct 1, 2024 - Nov 29, 2024 |
| #5 | -3.82% Dec 16, 2024 - Jan 24, 2025 | -0.67% Dec 6, 2024 - Jan 27, 2025 |
| #6 | -3.78% Mar 28, 2024 - May 15, 2024 | -0.52% Apr 30, 2025 - May 27, 2025 |
| #7 | -3.57% Jun 2, 2026 - Jun 10, 2026 | -0.50% Mar 27, 2024 - May 3, 2024 |
| #8 | -3.57% Oct 28, 2025 - Dec 3, 2025 | -0.42% Feb 1, 2024 - Mar 5, 2024 |
| #9 | -3.12% Aug 30, 2024 - Sep 13, 2024 | -0.42% Feb 5, 2025 - Feb 21, 2025 |
| #10 | -2.59% Nov 8, 2024 - Dec 2, 2024 | -0.40% Jun 4, 2025 - Jun 12, 2025 |
| #11 | -2.48% May 14, 2026 - May 27, 2026 | -0.37% Oct 22, 2025 - Nov 21, 2025 |
| #12 | -2.18% Dec 11, 2025 - Dec 24, 2025 | -0.35% Nov 26, 2025 - Dec 16, 2025 |
| #13 | -2.17% Jan 28, 2026 - Feb 20, 2026 | -0.34% Mar 3, 2025 - Mar 19, 2025 |
| #14 | -2.09% Oct 18, 2024 - Nov 6, 2024 | -0.29% Jun 30, 2025 - Jul 21, 2025 |
| #15 | -2.00% Oct 8, 2025 - Oct 20, 2025 | -0.28% Mar 8, 2024 - Mar 22, 2024 |
Correlation
Correlation between CGBL and DFSD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2021 - 2026)
CGBL vs DFSD dividend yield comparison.
| Year | CGBL | DFSD |
|---|---|---|
| 2026 | 0.34% | 0.91% |
| 2025 | 1.98% | 4.12% |
| 2024 | 1.92% | 4.81% |
| 2023 | 0.48% | 3.89% |
| 2022 | 0.00% | 2.12% |
| 2021 | 0.00% | 0.11% |
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