CGBL vs SPXL
Comparison between CAPITAL GROUP CORE BALANCED ETF SHARE CLASS (CGBL, ETF) and DIREXION DAILY S&P 500(R) BULL 3X SHARES (SPXL, ETF).
CGBL vs SPXL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGBL
$6.70B
SPXL
$6.70B
Expense Ratio
CGBL
0.33%
SPXL
N/A
Max Drawdown
Winner
CGBL
12.01%
SPXL
76.86%
Sharpe Ratio
CGBL
1.21
Winner
SPXL
1.49
5Y Beta
Winner
CGBL
0.66
SPXL
2.89
P/E Ratio
CGBL
N/A
SPXL
27.65
Forward P/E
CGBL
N/A
SPXL
21.67
5Y Dividends CAGR
CGBL
N/A
SPXL
65.03%
Debt to Equity
CGBL
N/A
SPXL
23.66%
P/S Ratio
CGBL
N/A
SPXL
3.50
P/B Ratio
CGBL
N/A
SPXL
5.66
CGBL vs SPXL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CGBL
+0.59%
SPXL
+0.03%
3M
CGBL
+7.17%
Winner
SPXL
+33.51%
6M
CGBL
+7.15%
Winner
SPXL
+21.36%
1Y
CGBL
+16.03%
Winner
SPXL
+65.65%
5Y(CAGR)
CGBL
N/A
SPXL
+21.78%
10Y(CAGR)
CGBL
N/A
SPXL
+29.82%
Max(CAGR)
CGBL
+18.24%
Winner
SPXL
+28.39%
CGBL vs SPXL - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | CGBL | SPXL |
|---|---|---|
| 2026 | +5.87% | +20.42% |
| 2025 | +15.25% | +33.02% |
| 2024 | +17.28% | +66.58% |
| 2023 | +9.80% | +71.53% |
| 2022 | N/A | -57.31% |
| 2021 | N/A | +107.32% |
| 2020 | N/A | +6.68% |
| 2019 | N/A | +102.65% |
| 2018 | N/A | -26.55% |
| 2017 | N/A | +67.50% |
| 2016 | N/A | +35.96% |
| 2015 | N/A | -5.43% |
| 2014 | N/A | +41.39% |
| 2013 | N/A | +102.91% |
| 2012 | N/A | +37.95% |
| 2011 | N/A | -17.26% |
| 2010 | N/A | +32.94% |
| 2009 | N/A | +50.59% |
| 2008 | N/A | -28.52% |
CGBL vs SPXL Drawdown Comparison
The maximum drawdown for CGBL was -11.66%, occurring on Apr 8, 2025. Recovery took 80 trading sessions.
The maximum drawdown for SPXL was -76.86%, occurring on Mar 23, 2020. Recovery took 225 trading sessions.
The current CGBL drawdown is -1.45%. The current SPXL drawdown is -7.55%.
| Rank | CGBL | SPXL |
|---|---|---|
| #1 | -11.66% Feb 6, 2025 - Jun 3, 2025 | -76.86% Feb 19, 2020 - Jan 8, 2021 |
| #2 | -7.88% Feb 25, 2026 - Apr 17, 2026 | -71.32% Nov 5, 2008 - Sep 15, 2009 |
| #3 | -5.93% Jul 16, 2024 - Aug 30, 2024 | -63.80% Jan 3, 2022 - Jun 12, 2024 |
| #4 | -4.38% Oct 11, 2023 - Nov 14, 2023 | -53.81% Apr 29, 2011 - Sep 13, 2012 |
| #5 | -3.82% Dec 16, 2024 - Jan 24, 2025 | -50.17% Sep 20, 2018 - Jul 12, 2019 |
| #6 | -3.78% Mar 28, 2024 - May 15, 2024 | -48.95% Dec 6, 2024 - Jul 25, 2025 |
| #7 | -3.57% Jun 2, 2026 - Jun 10, 2026 | -43.44% Apr 23, 2010 - Dec 10, 2010 |
| #8 | -3.57% Oct 28, 2025 - Dec 3, 2025 | -39.56% May 21, 2015 - Jul 20, 2016 |
| #9 | -3.12% Aug 30, 2024 - Sep 13, 2024 | -29.48% Jan 26, 2018 - Sep 20, 2018 |
| #10 | -2.59% Nov 8, 2024 - Dec 2, 2024 | -26.77% Jan 12, 2026 - Apr 17, 2026 |
| #11 | -2.48% May 14, 2026 - May 27, 2026 | -24.36% Jul 16, 2024 - Sep 26, 2024 |
| #12 | -2.18% Dec 11, 2025 - Dec 24, 2025 | -22.79% Jan 19, 2010 - Mar 11, 2010 |
| #13 | -2.17% Jan 28, 2026 - Feb 20, 2026 | -21.42% Sep 14, 2012 - Jan 10, 2013 |
| #14 | -2.09% Oct 18, 2024 - Nov 6, 2024 | -21.05% Sep 18, 2014 - Nov 3, 2014 |
| #15 | -2.00% Oct 8, 2025 - Oct 20, 2025 | -17.96% Jul 26, 2019 - Nov 1, 2019 |
Correlation
Correlation between CGBL and SPXL is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2008 - 2026)
CGBL vs SPXL dividend yield comparison.
| Year | CGBL | SPXL |
|---|---|---|
| 2026 | 0.34% | 0.17% |
| 2025 | 1.98% | 0.69% |
| 2024 | 1.92% | 0.74% |
| 2023 | 0.48% | 0.98% |
| 2022 | 0.00% | 0.32% |
| 2021 | 0.00% | 0.11% |
| 2020 | 0.00% | 0.22% |
| 2019 | 0.00% | 0.84% |
| 2018 | 0.00% | 1.02% |
| 2017 | 0.00% | 3.88% |
| 2010 | 0.00% | 2.17% |
| 2009 | 0.00% | 13.15% |
| 2008 | 0.00% | 0.18% |
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