CGBL vs SHLD
Comparison between CAPITAL GROUP CORE BALANCED ETF SHARE CLASS (CGBL, ETF) and GLOBAL X DEFENSE TECH ETF (SHLD, ETF).
CGBL vs SHLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CGBL
$7B
SHLD
$6.90B
Expense Ratio
Winner
CGBL
0.33%
SHLD
0.50%
Max Drawdown
Winner
CGBL
12.01%
SHLD
25.40%
Sharpe Ratio
Winner
CGBL
0.95
SHLD
-0.04
5Y Beta
Winner
CGBL
0.66
SHLD
0.67
P/E Ratio
CGBL
N/A
SHLD
31.68
Forward P/E
CGBL
N/A
SHLD
23.67
PEG Ratio
CGBL
N/A
SHLD
0.60
5Y EPS CAGR
CGBL
N/A
SHLD
4.30%
Debt to Equity
CGBL
N/A
SHLD
68.27%
P/S Ratio
CGBL
N/A
SHLD
2.21
P/B Ratio
CGBL
N/A
SHLD
4.61
CGBL vs SHLD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CGBL
-0.93%
SHLD
-5.61%
3M
Winner
CGBL
+1.47%
SHLD
-17.86%
6M
Winner
CGBL
+3.33%
SHLD
-22.67%
1Y
Winner
CGBL
+12.50%
SHLD
-1.74%
Max(CAGR)
CGBL
+17.41%
Winner
SHLD
+37.44%
CGBL vs SHLD - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CGBL | SHLD |
|---|---|---|
| 2026 | +5.48% | -9.30% |
| 2025 | +15.25% | +74.68% |
| 2024 | +17.28% | +35.09% |
| 2023 | +9.80% | +12.89% |
CGBL vs SHLD Drawdown Comparison
The maximum drawdown for CGBL was -11.66%, occurring on Apr 8, 2025. Recovery took 80 trading sessions.
The maximum drawdown for SHLD was -25.40%, occurring on Jun 25, 2026. This drawdown has not yet recovered.
The current CGBL drawdown is -2.05%. The current SHLD drawdown is -22.78%.
| Rank | CGBL | SHLD |
|---|---|---|
| #1 | -11.66% Feb 6, 2025 - Jun 3, 2025 | -25.40% Mar 9, 2026 - Jun 25, 2026 |
| #2 | -7.88% Feb 25, 2026 - Apr 17, 2026 | -15.06% Oct 8, 2025 - Jan 8, 2026 |
| #3 | -5.93% Jul 16, 2024 - Aug 30, 2024 | -10.92% Nov 11, 2024 - Feb 18, 2025 |
| #4 | -4.38% Oct 11, 2023 - Nov 14, 2023 | -10.53% Mar 18, 2025 - Apr 11, 2025 |
| #5 | -3.82% Dec 16, 2024 - Jan 24, 2025 | -8.91% Jan 16, 2026 - Mar 9, 2026 |
| #6 | -3.78% Mar 28, 2024 - May 15, 2024 | -5.42% Sep 18, 2023 - Oct 9, 2023 |
| #7 | -3.57% Jun 2, 2026 - Jun 18, 2026 | -5.39% Aug 6, 2025 - Sep 10, 2025 |
| #8 | -3.57% Oct 28, 2025 - Dec 3, 2025 | -4.96% Apr 8, 2024 - May 9, 2024 |
| #9 | -3.12% Aug 30, 2024 - Sep 13, 2024 | -4.52% Aug 30, 2024 - Oct 1, 2024 |
| #10 | -2.59% Nov 8, 2024 - Dec 2, 2024 | -4.49% Oct 18, 2024 - Nov 6, 2024 |
| #11 | -2.48% May 14, 2026 - May 27, 2026 | -4.17% May 31, 2024 - Jul 15, 2024 |
| #12 | -2.18% Dec 11, 2025 - Dec 24, 2025 | -3.79% Feb 18, 2025 - Mar 3, 2025 |
| #13 | -2.17% Jan 28, 2026 - Feb 20, 2026 | -3.62% May 8, 2025 - May 16, 2025 |
| #14 | -2.09% Oct 18, 2024 - Nov 6, 2024 | -3.55% Jul 31, 2024 - Aug 9, 2024 |
| #15 | -2.05% Jul 6, 2026 - Jul 17, 2026 | -3.15% Oct 16, 2023 - Nov 2, 2023 |
Correlation
Correlation between CGBL and SHLD is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2023 - 2026)
CGBL vs SHLD dividend yield comparison.
| Year | CGBL | SHLD |
|---|---|---|
| 2026 | 0.78% | 0.31% |
| 2025 | 1.98% | 0.55% |
| 2024 | 1.92% | 0.53% |
| 2023 | 0.48% | 0.26% |
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