CGCB vs REET

Comparison between CAPITAL GROUP CORE BOND ETF SHARE CLASS (CGCB, ETF) and ISHARES GLOBAL REIT ETF (REET, ETF).

CGCB vs REET - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGCB(ETF)	REET(ETF)
Net Assets	$4.80B	$4.80B
Expense Ratio	0.27%	0.14%
Max Drawdown	6.57%	44.61%
Sharpe Ratio	0.29	0.98
5Y Beta	0.02	0.53
P/E Ratio	N/A	34.37
Forward P/E	N/A	41.04
5Y Dividends CAGR	N/A	10.55%
5Y EPS CAGR	N/A	10.39%
Debt to Equity	N/A	39.20%
P/S Ratio	N/A	8.34
P/B Ratio	N/A	2.58

Net Assets

CGCB

$4.80B

REET

$4.80B

Expense Ratio

CGCB

0.27%

Winner

REET

0.14%

Max Drawdown

Winner

CGCB

6.57%

REET

44.61%

Sharpe Ratio

CGCB

0.29

Winner

REET

0.98

5Y Beta

Winner

CGCB

0.02

REET

0.53

P/E Ratio

CGCB

N/A

REET

34.37

Forward P/E

CGCB

N/A

REET

41.04

5Y Dividends CAGR

CGCB

N/A

REET

10.55%

5Y EPS CAGR

CGCB

N/A

REET

10.39%

Debt to Equity

CGCB

N/A

REET

39.20%

P/S Ratio

CGCB

N/A

REET

8.34

P/B Ratio

CGCB

N/A

REET

2.58

CGCB vs REET - Historical Returns

Returns include dividend reinvestment.

Period	CGCB	REET
1 month	-0.59%	+3.28%
3 months	-1.25%	+3.05%
6 months	+0.07%	+9.58%
1 year	+5.45%	+15.51%
5 years(CAGR)	N/A	+4.07%
10 years(CAGR)	N/A	+4.16%
Max(CAGR)	+5.87%	+4.65%

CGCB

-0.59%

Winner

REET

+3.28%

CGCB

-1.25%

Winner

REET

+3.05%

CGCB

+0.07%

Winner

REET

+9.58%

CGCB

+5.45%

Winner

REET

+15.51%

5Y(CAGR)

CGCB

N/A

REET

+4.07%

10Y(CAGR)

CGCB

N/A

REET

+4.16%

Max(CAGR)

Winner

CGCB

+5.87%

REET

+4.65%

CGCB vs REET - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	CGCB	REET
2026	+0.06%	+10.01%
2025	+7.28%	+8.74%
2024	+1.88%	+2.06%
2023	+6.80%	+10.56%
2022	N/A	-23.62%
2021	N/A	+36.24%
2020	N/A	-9.57%
2019	N/A	+25.90%
2018	N/A	-5.11%
2017	N/A	+7.49%
2016	N/A	+7.10%
2015	N/A	+0.19%
2014	N/A	+5.22%

CGCB vs REET Drawdown Comparison

The maximum drawdown for CGCB was -5.17%, occurring on Jan 13, 2025. Recovery took 219 trading sessions.

The maximum drawdown for REET was -44.59%, occurring on Mar 23, 2020. Recovery took 325 trading sessions.

The current CGCB drawdown is -1.97%. The current REET drawdown is -0.69%.

Rank	CGCB	REET
#1	-5.17% Sep 16, 2024 - Aug 1, 2025	-44.59% Feb 14, 2020 - Jun 1, 2021
#2	-3.96% Dec 27, 2023 - Jul 11, 2024	-32.06% Dec 31, 2021 - Feb 13, 2026
#3	-2.72% Feb 27, 2026 - Mar 26, 2026	-15.78% Jan 26, 2015 - Apr 19, 2016
#4	-2.50% Oct 11, 2023 - Nov 3, 2023	-14.35% Jul 29, 2016 - Aug 3, 2018
#5	-1.54% Sep 29, 2023 - Oct 11, 2023	-10.88% Aug 29, 2018 - Jan 29, 2019
#6	-1.16% Aug 5, 2024 - Aug 20, 2024	-9.05% Feb 26, 2026 - Apr 17, 2026
#7	-1.14% Nov 26, 2025 - Feb 5, 2026	-7.38% Sep 3, 2021 - Nov 3, 2021
#8	-0.90% Oct 21, 2025 - Nov 26, 2025	-7.32% Sep 5, 2014 - Nov 3, 2014
#9	-0.78% Sep 11, 2025 - Oct 10, 2025	-5.26% May 10, 2016 - Jun 23, 2016
#10	-0.76% Jul 17, 2024 - Jul 29, 2024	-5.13% Oct 24, 2019 - Jan 21, 2020
#11	-0.61% Nov 8, 2023 - Nov 14, 2023	-5.13% Nov 24, 2021 - Dec 8, 2021
#12	-0.61% Aug 13, 2025 - Aug 27, 2025	-4.06% Jun 14, 2021 - Jul 12, 2021
#13	-0.54% Aug 23, 2024 - Sep 4, 2024	-4.00% Jul 10, 2019 - Sep 3, 2019
#14	-0.45% Aug 21, 2024 - Aug 23, 2024	-3.61% Jun 23, 2016 - Jun 29, 2016
#15	-0.44% Dec 14, 2023 - Dec 20, 2023	-3.47% Jul 23, 2014 - Aug 18, 2014

Correlation

Correlation between CGCB and REET is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2014 - 2026)

CGCB vs REET dividend yield comparison.

Year	CGCB	REET
2026	1.29%	0.47%
2025	4.22%	3.67%
2024	3.99%	3.64%
2023	0.95%	3.27%
2022	0.00%	2.43%
2021	0.00%	3.18%
2020	0.00%	2.65%
2019	0.00%	5.25%
2018	0.00%	5.73%
2017	0.00%	3.84%
2016	0.00%	5.37%
2015	0.00%	3.56%
2014	0.00%	1.71%