CGBL vs SPTS
Comparison between CAPITAL GROUP CORE BALANCED ETF SHARE CLASS (CGBL, ETF) and SPDR(R) PORTFOLIO SHORT TERM TREASURY ETF (SPTS, ETF).
CGBL vs SPTS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CGBL
$6.10B
SPTS
$6B
Expense Ratio
CGBL
0.33%
Winner
SPTS
0.03%
Max Drawdown
CGBL
12.01%
Winner
SPTS
10.12%
Sharpe Ratio
Winner
CGBL
1.72
SPTS
-0.15
5Y Beta
CGBL
0.65
Winner
SPTS
-0.02
5Y Dividends CAGR
CGBL
N/A
SPTS
63.03%
CGBL vs SPTS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CGBL
+3.46%
SPTS
+0.01%
3M
Winner
CGBL
+3.47%
SPTS
-0.15%
6M
Winner
CGBL
+8.96%
SPTS
+1.11%
1Y
Winner
CGBL
+19.70%
SPTS
+3.76%
5Y(CAGR)
CGBL
N/A
SPTS
+1.83%
10Y(CAGR)
CGBL
N/A
SPTS
+1.66%
Max(CAGR)
Winner
CGBL
+18.69%
SPTS
+1.44%
CGBL vs SPTS - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | CGBL | SPTS |
|---|---|---|
| 2026 | +5.48% | +0.47% |
| 2025 | +15.25% | +5.19% |
| 2024 | +17.28% | +4.34% |
| 2023 | +9.80% | +4.16% |
| 2022 | N/A | -3.80% |
| 2021 | N/A | -0.69% |
| 2020 | N/A | +3.20% |
| 2019 | N/A | +3.52% |
| 2018 | N/A | +1.14% |
| 2017 | N/A | +0.66% |
| 2016 | N/A | +0.78% |
| 2015 | N/A | +0.83% |
| 2014 | N/A | +1.12% |
| 2013 | N/A | -0.27% |
| 2012 | N/A | +0.38% |
| 2011 | N/A | +0.08% |
CGBL vs SPTS Drawdown Comparison
The maximum drawdown for CGBL was -11.66%, occurring on Apr 8, 2025. Recovery took 80 trading sessions.
The maximum drawdown for SPTS was -5.82%, occurring on Sep 12, 2014. Recovery took 1195 trading sessions.
The current SPTS drawdown is -0.29%.
| Rank | CGBL | SPTS |
|---|---|---|
| #1 | -11.66% Feb 6, 2025 - Jun 3, 2025 | -5.82% Aug 29, 2014 - May 31, 2019 |
| #2 | -7.88% Feb 25, 2026 - Apr 17, 2026 | -5.71% Aug 3, 2021 - May 15, 2024 |
| #3 | -5.93% Jul 16, 2024 - Aug 30, 2024 | -1.90% Apr 29, 2013 - Oct 28, 2013 |
| #4 | -4.38% Oct 11, 2023 - Nov 14, 2023 | -1.59% Nov 18, 2013 - Aug 29, 2014 |
| #5 | -3.82% Dec 16, 2024 - Jan 24, 2025 | -1.05% Nov 7, 2013 - Nov 14, 2013 |
| #6 | -3.78% Mar 28, 2024 - May 15, 2024 | -1.01% Jan 4, 2012 - May 9, 2012 |
| #7 | -3.57% Oct 28, 2025 - Dec 3, 2025 | -0.96% Sep 24, 2024 - Jan 27, 2025 |
| #8 | -3.12% Aug 30, 2024 - Sep 13, 2024 | -0.84% Feb 27, 2026 - Mar 26, 2026 |
| #9 | -2.59% Nov 8, 2024 - Dec 2, 2024 | -0.73% Sep 17, 2012 - Nov 19, 2012 |
| #10 | -2.18% Dec 11, 2025 - Dec 24, 2025 | -0.71% Oct 28, 2013 - Nov 6, 2013 |
| #11 | -2.17% Jan 28, 2026 - Feb 20, 2026 | -0.70% Sep 4, 2019 - Oct 3, 2019 |
| #12 | -2.09% Oct 18, 2024 - Nov 6, 2024 | -0.69% Apr 30, 2025 - Jun 20, 2025 |
| #13 | -2.00% Oct 8, 2025 - Oct 20, 2025 | -0.63% Feb 11, 2013 - Apr 26, 2013 |
| #14 | -1.90% May 15, 2024 - Jun 12, 2024 | -0.55% Mar 9, 2020 - Mar 26, 2020 |
| #15 | -1.80% Sep 28, 2023 - Oct 9, 2023 | -0.53% Jun 1, 2012 - Jul 18, 2012 |
Correlation
Correlation between CGBL and SPTS 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 SPTS dividend yield comparison.
| Year | CGBL | SPTS |
|---|---|---|
| 2026 | 0.34% | 1.26% |
| 2025 | 1.98% | 3.99% |
| 2024 | 1.92% | 4.25% |
| 2023 | 0.48% | 3.61% |
| 2022 | 0.00% | 1.27% |
| 2021 | 0.00% | 0.19% |
| 2020 | 0.00% | 0.70% |
| 2019 | 0.00% | 2.21% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.20% |
| 2016 | 0.00% | 0.95% |
| 2015 | 0.00% | 0.83% |
| 2014 | 0.00% | 0.68% |
| 2013 | 0.00% | 0.43% |
| 2012 | 0.00% | 0.40% |
| 2011 | 0.00% | 0.02% |
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