CGBL vs SPLV

Comparison between CAPITAL GROUP CORE BALANCED ETF SHARE CLASS (CGBL, ETF) and INVESCO S&P 500 LOW VOLATILITY ETF (SPLV, ETF).

CGBL vs SPLV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGBL(ETF)	SPLV(ETF)
Net Assets	$7.20B	$7.20B
Expense Ratio	0.33%	0.25%
Max Drawdown	12.01%	36.56%
Sharpe Ratio	1.07	-0.01
5Y Beta	0.65	0.30
P/E Ratio	N/A	20.55
Forward P/E	N/A	20.66
PEG Ratio	N/A	0.73
5Y Dividends CAGR	N/A	10.26%
5Y EPS CAGR	N/A	11.77%
Debt to Equity	N/A	29.48%
P/S Ratio	N/A	3.45
P/B Ratio	N/A	2.81

Net Assets

CGBL

$7.20B

SPLV

$7.20B

Expense Ratio

CGBL

0.33%

Winner

SPLV

0.25%

Max Drawdown

Winner

CGBL

12.01%

SPLV

36.56%

Sharpe Ratio

Winner

CGBL

1.07

SPLV

-0.01

5Y Beta

CGBL

0.65

Winner

SPLV

0.30

P/E Ratio

CGBL

N/A

SPLV

20.55

Forward P/E

CGBL

N/A

SPLV

20.66

PEG Ratio

CGBL

N/A

SPLV

0.73

5Y Dividends CAGR

CGBL

N/A

SPLV

10.26%

5Y EPS CAGR

CGBL

N/A

SPLV

11.77%

Debt to Equity

CGBL

N/A

SPLV

29.48%

P/S Ratio

CGBL

N/A

SPLV

3.45

P/B Ratio

CGBL

N/A

SPLV

2.81

CGBL vs SPLV - Historical Returns

Returns include dividend reinvestment.

Period	CGBL	SPLV
1 month	+2.11%	-0.55%
3 months	+3.41%	+2.58%
6 months	+5.41%	+0.27%
1 year	+15.73%	+3.70%
5 years(CAGR)	N/A	+5.36%
10 years(CAGR)	N/A	+8.18%
Max(CAGR)	+17.88%	+10.04%

Winner

CGBL

+2.11%

SPLV

-0.55%

Winner

CGBL

+3.41%

SPLV

+2.58%

Winner

CGBL

+5.41%

SPLV

+0.27%

Winner

CGBL

+15.73%

SPLV

+3.70%

5Y(CAGR)

CGBL

N/A

SPLV

+5.36%

10Y(CAGR)

CGBL

N/A

SPLV

+8.18%

Max(CAGR)

Winner

CGBL

+17.88%

SPLV

+10.04%

CGBL vs SPLV - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	CGBL	SPLV
2026	+8.37%	+7.13%
2025	+15.25%	+4.53%
2024	+17.28%	+12.93%
2023	+9.80%	+0.57%
2022	N/A	-3.95%
2021	N/A	+25.59%
2020	N/A	-0.65%
2019	N/A	+29.84%
2018	N/A	+0.54%
2017	N/A	+17.18%
2016	N/A	+11.86%
2015	N/A	+3.90%
2014	N/A	+18.78%
2013	N/A	+20.63%
2012	N/A	+10.55%
2011	N/A	+6.95%

CGBL vs SPLV Drawdown Comparison

The maximum drawdown for CGBL was -11.66%, occurring on Apr 8, 2025. Recovery took 80 trading sessions.

The maximum drawdown for SPLV was -36.25%, occurring on Mar 23, 2020. Recovery took 297 trading sessions.

The current CGBL drawdown is -0.91%. The current SPLV drawdown is -3.41%.

Rank	CGBL	SPLV
#1	-11.66% Feb 6, 2025 - Jun 3, 2025	-36.25% Feb 14, 2020 - Apr 21, 2021
#2	-7.88% Feb 25, 2026 - Apr 17, 2026	-17.26% Apr 20, 2022 - Jun 24, 2024
#3	-5.93% Jul 16, 2024 - Aug 30, 2024	-12.49% Jul 7, 2011 - Oct 27, 2011
#4	-4.38% Oct 11, 2023 - Nov 14, 2023	-11.51% Dec 3, 2018 - Feb 8, 2019
#5	-3.82% Dec 16, 2024 - Jan 24, 2025	-11.30% Aug 18, 2015 - Oct 28, 2015
#6	-3.78% Mar 28, 2024 - May 15, 2024	-9.10% Mar 3, 2025 - Aug 20, 2025
#7	-3.57% Jun 2, 2026 - Jun 18, 2026	-9.02% Dec 31, 2021 - Apr 6, 2022
#8	-3.57% Oct 28, 2025 - Dec 3, 2025	-8.91% Jan 26, 2018 - Jul 26, 2018
#9	-3.12% Aug 30, 2024 - Sep 13, 2024	-8.59% Nov 29, 2024 - Mar 3, 2025
#10	-2.95% Jul 6, 2026 - Aug 4, 2026	-7.72% Jul 22, 2016 - Feb 16, 2017
#11	-2.59% Nov 8, 2024 - Dec 2, 2024	-7.52% Dec 29, 2015 - Mar 11, 2016
#12	-2.48% May 14, 2026 - May 27, 2026	-7.41% Mar 2, 2026 - Jul 7, 2026
#13	-2.18% Dec 11, 2025 - Dec 24, 2025	-7.13% May 17, 2013 - Jul 18, 2013
#14	-2.17% Jan 28, 2026 - Feb 20, 2026	-6.02% Sep 13, 2018 - Nov 30, 2018
#15	-2.09% Oct 18, 2024 - Nov 6, 2024	-6.02% Oct 27, 2011 - Dec 20, 2011

Correlation

Correlation between CGBL and SPLV is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2011 - 2026)

CGBL vs SPLV dividend yield comparison.

Year	CGBL	SPLV
2026	0.76%	1.27%
2025	1.98%	2.04%
2024	1.92%	1.88%
2023	0.48%	2.45%
2022	0.00%	2.11%
2021	0.00%	1.51%
2020	0.00%	2.12%
2019	0.00%	2.08%
2018	0.00%	2.18%
2017	0.00%	2.03%
2016	0.00%	2.03%
2015	0.00%	2.28%
2014	0.00%	2.20%
2013	0.00%	2.60%
2012	0.00%	3.01%
2011	0.00%	2.11%

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CGBL vs SPLV

CGBL vs SPLV - Performance Comparison

Key Characteristics

CGBL vs SPLV - Historical Returns

CGBL vs SPLV - Annual Returns (2011 - 2026)

CGBL vs SPLV Drawdown Comparison

Correlation

Dividend Comparison (2011 - 2026)

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