CGBL vs XMMO

Comparison between CAPITAL GROUP CORE BALANCED ETF SHARE CLASS (CGBL, ETF) and INVESCO S&P MIDCAP MOMENTUM ETF (XMMO, ETF).

CGBL vs XMMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGBL(ETF)	XMMO(ETF)
Net Assets	$7.20B	$7.20B
Expense Ratio	0.33%	0.35%
Max Drawdown	12.01%	55.37%
Sharpe Ratio	1.07	0.82
5Y Beta	0.65	1.11
P/E Ratio	N/A	31.79
Forward P/E	N/A	19.33
PEG Ratio	N/A	0.08
5Y Dividends CAGR	N/A	28.36%
5Y EPS CAGR	N/A	17.26%
Debt to Equity	N/A	54.56%
P/S Ratio	N/A	3.07
P/B Ratio	N/A	4.09

Net Assets

CGBL

$7.20B

XMMO

$7.20B

Expense Ratio

Winner

CGBL

0.33%

XMMO

0.35%

Max Drawdown

Winner

CGBL

12.01%

XMMO

55.37%

Sharpe Ratio

Winner

CGBL

1.07

XMMO

0.82

5Y Beta

Winner

CGBL

0.65

XMMO

1.11

P/E Ratio

CGBL

N/A

XMMO

31.79

Forward P/E

CGBL

N/A

XMMO

19.33

PEG Ratio

CGBL

N/A

XMMO

0.08

5Y Dividends CAGR

CGBL

N/A

XMMO

28.36%

5Y EPS CAGR

CGBL

N/A

XMMO

17.26%

Debt to Equity

CGBL

N/A

XMMO

54.56%

P/S Ratio

CGBL

N/A

XMMO

3.07

P/B Ratio

CGBL

N/A

XMMO

4.09

CGBL vs XMMO - Historical Returns

Returns include dividend reinvestment.

Period	CGBL	XMMO
1 month	+2.11%	-2.20%
3 months	+3.41%	-3.72%
6 months	+5.41%	+5.50%
1 year	+15.73%	+21.51%
5 years(CAGR)	N/A	+14.28%
10 years(CAGR)	N/A	+18.03%
Max(CAGR)	+17.88%	+12.18%

Winner

CGBL

+2.11%

XMMO

-2.20%

Winner

CGBL

+3.41%

XMMO

-3.72%

CGBL

+5.41%

Winner

XMMO

+5.50%

CGBL

+15.73%

Winner

XMMO

+21.51%

5Y(CAGR)

CGBL

N/A

XMMO

+14.28%

10Y(CAGR)

CGBL

N/A

XMMO

+18.03%

Max(CAGR)

Winner

CGBL

+17.88%

XMMO

+12.18%

CGBL vs XMMO - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	CGBL	XMMO
2026	+8.37%	+12.22%
2025	+15.25%	+12.76%
2024	+17.28%	+39.61%
2023	+9.80%	+22.48%
2022	N/A	-16.03%
2021	N/A	+18.27%
2020	N/A	+28.91%
2019	N/A	+37.05%
2018	N/A	+5.03%
2017	N/A	+35.95%
2016	N/A	+6.51%
2015	N/A	-3.76%
2014	N/A	+11.42%
2013	N/A	+25.37%
2012	N/A	+12.68%
2011	N/A	-6.90%
2010	N/A	+27.98%
2009	N/A	+19.98%
2008	N/A	-43.58%
2007	N/A	+27.23%
2006	N/A	+8.57%
2005	N/A	+16.36%

CGBL vs XMMO Drawdown Comparison

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

The maximum drawdown for XMMO was -55.37%, occurring on Nov 20, 2008. Recovery took 1286 trading sessions.

The current CGBL drawdown is -0.91%. The current XMMO drawdown is -9.62%.

Rank	CGBL	XMMO
#1	-11.66% Feb 6, 2025 - Jun 3, 2025	-55.37% Dec 10, 2007 - Jan 22, 2013
#2	-7.88% Feb 25, 2026 - Apr 17, 2026	-36.73% Feb 19, 2020 - Aug 3, 2020
#3	-5.93% Jul 16, 2024 - Aug 30, 2024	-27.91% Nov 8, 2021 - Jan 30, 2024
#4	-4.38% Oct 11, 2023 - Nov 14, 2023	-26.04% Jul 31, 2015 - Feb 8, 2017
#5	-3.82% Dec 16, 2024 - Jan 24, 2025	-25.06% Sep 14, 2018 - Feb 25, 2019
#6	-3.78% Mar 28, 2024 - May 15, 2024	-24.94% Nov 25, 2024 - Sep 11, 2025
#7	-3.57% Jun 2, 2026 - Jun 18, 2026	-15.52% May 8, 2006 - Dec 4, 2006
#8	-3.57% Oct 28, 2025 - Dec 3, 2025	-13.91% Jun 22, 2026 - Jul 29, 2026
#9	-3.12% Aug 30, 2024 - Sep 13, 2024	-11.58% Feb 12, 2021 - Apr 26, 2021
#10	-2.95% Jul 6, 2026 - Aug 4, 2026	-10.47% Apr 26, 2021 - Oct 20, 2021
#11	-2.59% Nov 8, 2024 - Dec 2, 2024	-9.79% Sep 5, 2014 - Nov 21, 2014
#12	-2.48% May 14, 2026 - May 27, 2026	-9.74% Mar 7, 2005 - Jun 16, 2005
#13	-2.18% Dec 11, 2025 - Dec 24, 2025	-9.59% Jan 26, 2018 - Mar 7, 2018
#14	-2.17% Jan 28, 2026 - Feb 20, 2026	-9.50% Jul 19, 2007 - Sep 19, 2007
#15	-2.09% Oct 18, 2024 - Nov 6, 2024	-8.69% Jul 16, 2024 - Sep 19, 2024

Correlation

Correlation between CGBL and XMMO is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2006 - 2026)

CGBL vs XMMO dividend yield comparison.

Year	CGBL	XMMO
2026	0.76%	0.32%
2025	1.98%	0.78%
2024	1.92%	0.34%
2023	0.48%	0.80%
2022	0.00%	1.43%
2021	0.00%	0.41%
2020	0.00%	0.61%
2019	0.00%	0.60%
2018	0.00%	0.19%
2017	0.00%	0.21%
2016	0.00%	0.22%
2015	0.00%	0.64%
2014	0.00%	1.24%
2013	0.00%	1.30%
2012	0.00%	1.07%
2011	0.00%	0.32%
2010	0.00%	0.27%
2009	0.00%	0.08%
2007	0.00%	0.01%
2006	0.00%	0.60%