CGCB vs XMHQ

Comparison between CAPITAL GROUP CORE BOND ETF SHARE CLASS (CGCB, ETF) and INVESCO S&P MIDCAP QUALITY ETF (XMHQ, ETF).

CGCB vs XMHQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGCB(ETF)	XMHQ(ETF)
Net Assets	$5.60B	$5.40B
Expense Ratio	0.27%	0.25%
Max Drawdown	6.57%	58.42%
Sharpe Ratio	0.20	0.76
5Y Beta	0.03	0.96
P/E Ratio	N/A	18.85
Forward P/E	N/A	18.41
PEG Ratio	N/A	0.13
5Y Dividends CAGR	N/A	-2.82%
5Y EPS CAGR	N/A	22.28%
Debt to Equity	N/A	29.20%
P/S Ratio	N/A	2.37
P/B Ratio	N/A	4.65

Net Assets

Winner

CGCB

$5.60B

XMHQ

$5.40B

Expense Ratio

CGCB

0.27%

Winner

XMHQ

0.25%

Max Drawdown

Winner

CGCB

6.57%

XMHQ

58.42%

Sharpe Ratio

CGCB

0.20

Winner

XMHQ

0.76

5Y Beta

Winner

CGCB

0.03

XMHQ

0.96

P/E Ratio

CGCB

N/A

XMHQ

18.85

Forward P/E

CGCB

N/A

XMHQ

18.41

PEG Ratio

CGCB

N/A

XMHQ

0.13

5Y Dividends CAGR

CGCB

N/A

XMHQ

-2.82%

5Y EPS CAGR

CGCB

N/A

XMHQ

22.28%

Debt to Equity

CGCB

N/A

XMHQ

29.20%

P/S Ratio

CGCB

N/A

XMHQ

2.37

P/B Ratio

CGCB

N/A

XMHQ

4.65

CGCB vs XMHQ - Historical Returns

Returns include dividend reinvestment.

Period	CGCB	XMHQ
1 month	-0.50%	+1.66%
3 months	-0.34%	+5.74%
6 months	+0.04%	+4.90%
1 year	+4.25%	+14.99%
5 years(CAGR)	N/A	+10.66%
10 years(CAGR)	N/A	+12.64%
Max(CAGR)	+5.57%	+9.43%

CGCB

-0.50%

Winner

XMHQ

+1.66%

CGCB

-0.34%

Winner

XMHQ

+5.74%

CGCB

+0.04%

Winner

XMHQ

+4.90%

CGCB

+4.25%

Winner

XMHQ

+14.99%

5Y(CAGR)

CGCB

N/A

XMHQ

+10.66%

10Y(CAGR)

CGCB

N/A

XMHQ

+12.64%

Max(CAGR)

CGCB

+5.57%

Winner

XMHQ

+9.43%

CGCB vs XMHQ - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	CGCB	XMHQ
2026	+0.27%	+9.27%
2025	+7.28%	+4.75%
2024	+1.88%	+17.04%
2023	+6.80%	+30.69%
2022	N/A	-12.65%
2021	N/A	+22.10%
2020	N/A	+26.00%
2019	N/A	+28.32%
2018	N/A	-9.88%
2017	N/A	+14.95%
2016	N/A	+18.06%
2015	N/A	-6.53%
2014	N/A	+14.01%
2013	N/A	+33.42%
2012	N/A	+12.17%
2011	N/A	-2.26%
2010	N/A	+19.46%
2009	N/A	+27.01%
2008	N/A	-39.28%
2007	N/A	+5.11%
2006	N/A	+2.52%

CGCB vs XMHQ Drawdown Comparison

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

The maximum drawdown for XMHQ was -58.19%, occurring on Nov 21, 2008. Recovery took 1390 trading sessions.

The current CGCB drawdown is -1.75%. The current XMHQ drawdown is -1.29%.

Rank	CGCB	XMHQ
#1	-5.17% Sep 16, 2024 - Aug 1, 2025	-58.19% Jul 13, 2007 - Jan 18, 2013
#2	-3.96% Dec 27, 2023 - Jul 11, 2024	-36.89% Feb 19, 2020 - Jul 27, 2020
#3	-2.98% Feb 27, 2026 - May 19, 2026	-25.47% Nov 16, 2021 - Jul 12, 2023
#4	-2.50% Oct 11, 2023 - Nov 3, 2023	-24.56% Nov 25, 2024 - Jan 15, 2026
#5	-1.54% Sep 29, 2023 - Oct 11, 2023	-22.38% May 19, 2015 - Jul 22, 2016
#6	-1.16% Aug 5, 2024 - Aug 20, 2024	-21.82% Sep 21, 2018 - Jul 24, 2019
#7	-1.14% Nov 26, 2025 - Feb 5, 2026	-10.86% Sep 1, 2023 - Dec 13, 2023
#8	-0.90% Oct 21, 2025 - Nov 26, 2025	-10.32% Mar 28, 2024 - Oct 18, 2024
#9	-0.78% Sep 11, 2025 - Oct 10, 2025	-10.06% Jan 26, 2018 - Jul 9, 2018
#10	-0.76% Jul 17, 2024 - Jul 29, 2024	-9.62% Sep 4, 2014 - Nov 3, 2014
#11	-0.61% Nov 8, 2023 - Nov 14, 2023	-9.37% Sep 2, 2020 - Oct 9, 2020
#12	-0.61% Aug 13, 2025 - Aug 27, 2025	-8.72% May 7, 2021 - Oct 21, 2021
#13	-0.54% Aug 23, 2024 - Sep 4, 2024	-8.40% Jan 22, 2026 - May 5, 2026
#14	-0.45% Aug 21, 2024 - Aug 23, 2024	-7.88% Jul 24, 2019 - Nov 4, 2019
#15	-0.44% Dec 14, 2023 - Dec 20, 2023	-6.55% Sep 8, 2016 - Nov 21, 2016

Correlation

Correlation between CGCB and XMHQ is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (2006 - 2026)

CGCB vs XMHQ dividend yield comparison.

Year	CGCB	XMHQ
2026	1.93%	0.27%
2025	4.22%	0.64%
2024	3.99%	5.20%
2023	0.95%	0.73%
2022	0.00%	1.72%
2021	0.00%	1.00%
2020	0.00%	1.12%
2019	0.00%	1.22%
2018	0.00%	1.59%
2017	0.00%	1.06%
2016	0.00%	1.63%
2015	0.00%	1.34%
2014	0.00%	1.25%
2013	0.00%	1.11%
2012	0.00%	1.59%
2011	0.00%	1.04%
2010	0.00%	0.85%
2009	0.00%	0.78%
2008	0.00%	0.90%
2007	0.00%	0.50%
2006	0.00%	0.17%