CGBL vs VOOV

Comparison between CAPITAL GROUP CORE BALANCED ETF SHARE CLASS (CGBL, ETF) and VANGUARD S&P 500 VALUE INDEX FUND ETF SHARES (VOOV, ETF).

CGBL vs VOOV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGBL(ETF)	VOOV(ETF)
Net Assets	$6.70B	$6.70B
Expense Ratio	0.33%	0.07%
Max Drawdown	12.01%	37.69%
Sharpe Ratio	1.21	1.60
5Y Beta	0.66	0.70
P/E Ratio	N/A	25.06
Forward P/E	N/A	19.43
5Y Dividends CAGR	N/A	13.56%
5Y EPS CAGR	N/A	12.90%
Debt to Equity	N/A	66.72%
P/S Ratio	N/A	2.07
P/B Ratio	N/A	3.77

Net Assets

CGBL

$6.70B

VOOV

$6.70B

Expense Ratio

CGBL

0.33%

Winner

VOOV

0.07%

Max Drawdown

Winner

CGBL

12.01%

VOOV

37.69%

Sharpe Ratio

CGBL

1.21

Winner

VOOV

1.60

5Y Beta

Winner

CGBL

0.66

VOOV

0.70

P/E Ratio

CGBL

N/A

VOOV

25.06

Forward P/E

CGBL

N/A

VOOV

19.43

5Y Dividends CAGR

CGBL

N/A

VOOV

13.56%

5Y EPS CAGR

CGBL

N/A

VOOV

12.90%

Debt to Equity

CGBL

N/A

VOOV

66.72%

P/S Ratio

CGBL

N/A

VOOV

2.07

P/B Ratio

CGBL

N/A

VOOV

3.77

CGBL vs VOOV - Historical Returns

Returns include dividend reinvestment.

Period	CGBL	VOOV
1 month	+0.59%	+1.75%
3 months	+7.17%	+8.33%
6 months	+7.15%	+8.05%
1 year	+16.03%	+20.66%
5 years(CAGR)	N/A	+10.93%
10 years(CAGR)	N/A	+11.98%
Max(CAGR)	+18.24%	+12.18%

CGBL

+0.59%

Winner

VOOV

+1.75%

CGBL

+7.17%

Winner

VOOV

+8.33%

CGBL

+7.15%

Winner

VOOV

+8.05%

CGBL

+16.03%

Winner

VOOV

+20.66%

5Y(CAGR)

CGBL

N/A

VOOV

+10.93%

10Y(CAGR)

CGBL

N/A

VOOV

+11.98%

Max(CAGR)

Winner

CGBL

+18.24%

VOOV

+12.18%

CGBL vs VOOV - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	CGBL	VOOV
2026	+5.87%	+7.91%
2025	+15.25%	+13.66%
2024	+17.28%	+11.47%
2023	+9.80%	+21.57%
2022	N/A	-5.86%
2021	N/A	+26.59%
2020	N/A	+0.88%
2019	N/A	+31.19%
2018	N/A	-9.59%
2017	N/A	+14.30%
2016	N/A	+18.81%
2015	N/A	-3.30%
2014	N/A	+12.99%
2013	N/A	+29.30%
2012	N/A	+15.02%
2011	N/A	-1.65%
2010	N/A	+12.58%

CGBL vs VOOV Drawdown Comparison

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

The maximum drawdown for VOOV was -37.32%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.

The current CGBL drawdown is -1.45%. The current VOOV drawdown is -0.19%.

Rank	CGBL	VOOV
#1	-11.66% Feb 6, 2025 - Jun 3, 2025	-37.32% Feb 12, 2020 - Jan 6, 2021
#2	-7.88% Feb 25, 2026 - Apr 17, 2026	-21.35% Apr 29, 2011 - Mar 1, 2012
#3	-5.93% Jul 16, 2024 - Aug 30, 2024	-19.20% Jan 26, 2018 - Apr 30, 2019
#4	-4.38% Oct 11, 2023 - Nov 14, 2023	-18.11% Apr 20, 2022 - Feb 1, 2023
#5	-3.82% Dec 16, 2024 - Jan 24, 2025	-17.55% Nov 29, 2024 - Aug 22, 2025
#6	-3.78% Mar 28, 2024 - May 15, 2024	-14.90% May 21, 2015 - Jun 7, 2016
#7	-3.57% Jun 2, 2026 - Jun 10, 2026	-11.36% Mar 26, 2012 - Sep 6, 2012
#8	-3.57% Oct 28, 2025 - Dec 3, 2025	-11.00% Jul 31, 2023 - Dec 1, 2023
#9	-3.12% Aug 30, 2024 - Sep 13, 2024	-9.64% Feb 2, 2023 - Jun 13, 2023
#10	-2.59% Nov 8, 2024 - Dec 2, 2024	-7.70% May 3, 2019 - Jul 1, 2019
#11	-2.48% May 14, 2026 - May 27, 2026	-7.32% Jan 12, 2022 - Apr 20, 2022
#12	-2.18% Dec 11, 2025 - Dec 24, 2025	-7.26% Sep 19, 2014 - Nov 5, 2014
#13	-2.17% Jan 28, 2026 - Feb 20, 2026	-7.18% Oct 18, 2012 - Dec 18, 2012
#14	-2.09% Oct 18, 2024 - Nov 6, 2024	-6.53% Jul 29, 2019 - Sep 11, 2019
#15	-2.00% Oct 8, 2025 - Oct 20, 2025	-6.27% Feb 27, 2026 - Apr 30, 2026

Correlation

Correlation between CGBL and VOOV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2010 - 2026)

CGBL vs VOOV dividend yield comparison.

Year	CGBL	VOOV
2026	0.34%	0.42%
2025	1.98%	1.76%
2024	1.92%	2.10%
2023	0.48%	1.69%
2022	0.00%	2.19%
2021	0.00%	1.87%
2020	0.00%	2.45%
2019	0.00%	2.10%
2018	0.00%	2.65%
2017	0.00%	2.13%
2016	0.00%	2.24%
2015	0.00%	2.36%
2014	0.00%	1.98%
2013	0.00%	1.97%
2012	0.00%	2.15%
2011	0.00%	1.98%
2010	0.00%	0.67%