CGBL vs SSO
Comparison between CAPITAL GROUP CORE BALANCED ETF SHARE CLASS (CGBL, ETF) and PROSHARES ULTRA S&P500 (SSO, ETF).
CGBL vs SSO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGBL
$5.40B
SSO
$5.40B
Expense Ratio
CGBL
0.33%
SSO
N/A
Max Drawdown
Winner
CGBL
12.01%
SSO
85.48%
Sharpe Ratio
CGBL
1.74
Winner
SSO
1.98
5Y Beta
Winner
CGBL
0.65
SSO
1.94
P/E Ratio
CGBL
N/A
SSO
27.88
Forward P/E
CGBL
N/A
SSO
21.47
5Y Dividends CAGR
CGBL
N/A
SSO
51.80%
5Y EPS CAGR
CGBL
N/A
SSO
28.91%
Debt to Equity
CGBL
N/A
SSO
25.78%
P/S Ratio
CGBL
N/A
SSO
3.44
P/B Ratio
CGBL
N/A
SSO
5.21
CGBL vs SSO - Historical Returns
Returns include dividend reinvestment.
1M
CGBL
+4.63%
Winner
SSO
+18.38%
3M
CGBL
+2.93%
Winner
SSO
+11.48%
6M
CGBL
+9.13%
Winner
SSO
+17.86%
1Y
CGBL
+21.83%
Winner
SSO
+62.17%
5Y(CAGR)
CGBL
N/A
SSO
+18.65%
10Y(CAGR)
CGBL
N/A
SSO
+24.20%
Max(CAGR)
Winner
CGBL
+18.74%
SSO
+15.71%
CGBL vs SSO - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | CGBL | SSO |
|---|---|---|
| 2026 | +5.34% | +14.22% |
| 2025 | +15.25% | +26.86% |
| 2024 | +17.28% | +45.19% |
| 2023 | +9.80% | +47.99% |
| 2022 | N/A | -39.69% |
| 2021 | N/A | +65.07% |
| 2020 | N/A | +19.38% |
| 2019 | N/A | +63.26% |
| 2018 | N/A | -15.76% |
| 2017 | N/A | +42.26% |
| 2016 | N/A | +25.14% |
| 2015 | N/A | -1.06% |
| 2014 | N/A | +27.99% |
| 2013 | N/A | +62.55% |
| 2012 | N/A | +27.12% |
| 2011 | N/A | -4.74% |
| 2010 | N/A | +22.88% |
| 2009 | N/A | +38.70% |
| 2008 | N/A | -67.25% |
| 2007 | N/A | +1.74% |
| 2006 | N/A | +25.97% |
CGBL vs SSO Drawdown Comparison
The maximum drawdown for CGBL was -11.66%, occurring on Apr 8, 2025. Recovery took 80 trading sessions.
The maximum drawdown for SSO was -84.67%, occurring on Mar 9, 2009. Recovery took 1520 trading sessions.
| Rank | CGBL | SSO |
|---|---|---|
| #1 | -11.66% Feb 6, 2025 - Jun 3, 2025 | -84.67% Oct 9, 2007 - Oct 22, 2013 |
| #2 | -7.88% Feb 25, 2026 - Apr 17, 2026 | -59.34% Feb 19, 2020 - Sep 2, 2020 |
| #3 | -5.93% Jul 16, 2024 - Aug 30, 2024 | -46.73% Jan 3, 2022 - Mar 1, 2024 |
| #4 | -4.38% Oct 11, 2023 - Nov 14, 2023 | -36.57% Sep 20, 2018 - Jul 2, 2019 |
| #5 | -3.82% Dec 16, 2024 - Jan 24, 2025 | -35.21% Feb 19, 2025 - Jul 3, 2025 |
| #6 | -3.78% Mar 28, 2024 - May 15, 2024 | -26.68% May 21, 2015 - Jul 11, 2016 |
| #7 | -3.57% Oct 28, 2025 - Dec 3, 2025 | -19.76% Jan 26, 2018 - Aug 27, 2018 |
| #8 | -3.12% Aug 30, 2024 - Sep 13, 2024 | -18.40% Sep 2, 2020 - Nov 16, 2020 |
| #9 | -2.59% Nov 8, 2024 - Dec 2, 2024 | -18.17% Jan 12, 2026 - Apr 16, 2026 |
| #10 | -2.18% Dec 11, 2025 - Dec 24, 2025 | -18.05% Jul 13, 2007 - Oct 9, 2007 |
| #11 | -2.17% Jan 28, 2026 - Feb 20, 2026 | -16.70% Jul 16, 2024 - Sep 19, 2024 |
| #12 | -2.09% Oct 18, 2024 - Nov 6, 2024 | -14.33% Sep 18, 2014 - Oct 31, 2014 |
| #13 | -2.00% Oct 8, 2025 - Oct 20, 2025 | -12.06% Jul 26, 2019 - Oct 28, 2019 |
| #14 | -1.90% May 15, 2024 - Jun 12, 2024 | -11.98% Feb 20, 2007 - Apr 16, 2007 |
| #15 | -1.80% Sep 28, 2023 - Oct 9, 2023 | -11.49% Dec 31, 2013 - Feb 27, 2014 |
Correlation
Correlation between CGBL and SSO is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2006 - 2026)
CGBL vs SSO dividend yield comparison.
| Year | CGBL | SSO |
|---|---|---|
| 2026 | 0.34% | 0.17% |
| 2025 | 1.98% | 0.68% |
| 2024 | 1.92% | 0.85% |
| 2023 | 0.48% | 0.18% |
| 2022 | 0.00% | 0.50% |
| 2021 | 0.00% | 0.18% |
| 2020 | 0.00% | 0.20% |
| 2019 | 0.00% | 0.50% |
| 2018 | 0.00% | 0.75% |
| 2017 | 0.00% | 0.39% |
| 2016 | 0.00% | 0.51% |
| 2015 | 0.00% | 0.63% |
| 2014 | 0.00% | 0.33% |
| 2013 | 0.00% | 0.26% |
| 2012 | 0.00% | 0.71% |
| 2011 | 0.00% | 0.56% |
| 2010 | 0.00% | 0.78% |
| 2009 | 0.00% | 0.77% |
| 2008 | 0.00% | 2.14% |
| 2007 | 0.00% | 5.34% |
| 2006 | 0.00% | 4.40% |
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