CGCP vs URTH

Comparison between CAPITAL GROUP CORE PLUS INCOME ETF SHARE CLASS (CGCP, ETF) and ISHARES MSCI WORLD ETF (URTH, ETF).

CGCP vs URTH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGCP(ETF)	URTH(ETF)
Net Assets	$7.30B	$7.30B
Expense Ratio	0.34%	0.24%
Max Drawdown	18.47%	34.01%
Sharpe Ratio	0.66	1.94
5Y Beta	0.08	0.91
P/E Ratio	N/A	26.12
Forward P/E	N/A	20.25
5Y Dividends CAGR	N/A	7.99%
5Y EPS CAGR	N/A	24.38%
Debt to Equity	N/A	21.61%
P/S Ratio	N/A	3.26
P/B Ratio	N/A	4.71

Net Assets

CGCP

$7.30B

URTH

$7.30B

Expense Ratio

CGCP

0.34%

Winner

URTH

0.24%

Max Drawdown

Winner

CGCP

18.47%

URTH

34.01%

Sharpe Ratio

CGCP

0.66

Winner

URTH

1.94

5Y Beta

Winner

CGCP

0.08

URTH

0.91

P/E Ratio

CGCP

N/A

URTH

26.12

Forward P/E

CGCP

N/A

URTH

20.25

5Y Dividends CAGR

CGCP

N/A

URTH

7.99%

5Y EPS CAGR

CGCP

N/A

URTH

24.38%

Debt to Equity

CGCP

N/A

URTH

21.61%

P/S Ratio

CGCP

N/A

URTH

3.26

P/B Ratio

CGCP

N/A

URTH

4.71

CGCP vs URTH - Historical Returns

Returns include dividend reinvestment.

Period	CGCP	URTH
1 month	+0.23%	+6.92%
3 months	-0.05%	+4.59%
6 months	+1.24%	+10.80%
1 year	+6.54%	+30.13%
5 years(CAGR)	+1.74%	+11.57%
10 years(CAGR)	N/A	+13.23%
Max(CAGR)	+1.74%	+12.23%

CGCP

+0.23%

Winner

URTH

+6.92%

CGCP

-0.05%

Winner

URTH

+4.59%

CGCP

+1.24%

Winner

URTH

+10.80%

CGCP

+6.54%

Winner

URTH

+30.13%

5Y(CAGR)

CGCP

+1.74%

Winner

URTH

+11.57%

10Y(CAGR)

CGCP

N/A

URTH

+13.23%

Max(CAGR)

CGCP

+1.74%

Winner

URTH

+12.23%

CGCP vs URTH - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	CGCP	URTH
2026	+0.64%	+7.58%
2025	+7.34%	+21.59%
2024	+3.28%	+19.66%
2023	+6.83%	+24.14%
2022	-9.78%	-18.40%
2021	N/A	+23.13%
2020	N/A	+14.90%
2019	N/A	+28.12%
2018	N/A	-9.25%
2017	N/A	+21.83%
2016	N/A	+8.88%
2015	N/A	-0.62%
2014	N/A	+5.44%
2013	N/A	+26.35%
2012	N/A	+14.73%

CGCP vs URTH Drawdown Comparison

The maximum drawdown for CGCP was -15.06%, occurring on Oct 20, 2022. Recovery took 632 trading sessions.

The maximum drawdown for URTH was -34.01%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.

The current CGCP drawdown is -0.85%.

Rank	CGCP	URTH
#1	-15.06% Mar 1, 2022 - Sep 5, 2024	-34.01% Feb 12, 2020 - Aug 24, 2020
#2	-4.24% Sep 16, 2024 - Jun 24, 2025	-26.04% Jan 3, 2022 - Dec 19, 2023
#3	-2.59% Feb 27, 2026 - Mar 27, 2026	-18.89% May 19, 2015 - Dec 13, 2016
#4	-1.07% Jul 1, 2025 - Jul 29, 2025	-18.57% Jan 26, 2018 - Apr 30, 2019
#5	-1.04% Oct 27, 2025 - Nov 26, 2025	-16.94% Feb 18, 2025 - Jun 2, 2025
#6	-0.78% Sep 16, 2025 - Oct 14, 2025	-11.39% Mar 27, 2012 - Sep 7, 2012
#7	-0.72% Nov 26, 2025 - Dec 29, 2025	-10.77% May 21, 2013 - Jul 18, 2013
#8	-0.53% Jan 14, 2026 - Feb 5, 2026	-9.32% Jul 3, 2014 - Feb 17, 2015
#9	-0.49% Aug 13, 2025 - Aug 22, 2025	-9.06% Feb 25, 2026 - Apr 15, 2026
#10	-0.35% Aug 28, 2025 - Sep 4, 2025	-8.23% Jul 16, 2024 - Aug 23, 2024
#11	-0.30% Sep 10, 2024 - Sep 16, 2024	-8.10% Sep 2, 2020 - Nov 9, 2020
#12	-0.27% Jul 29, 2025 - Aug 1, 2025	-7.00% Sep 14, 2012 - Dec 20, 2012
#13	-0.22% Aug 5, 2025 - Aug 13, 2025	-6.85% Aug 9, 2013 - Sep 18, 2013
#14	-0.22% Dec 30, 2025 - Jan 9, 2026	-6.07% Jul 24, 2019 - Oct 17, 2019
#15	-0.22% Feb 10, 2026 - Feb 12, 2026	-6.07% May 3, 2019 - Jun 20, 2019

Correlation

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

0.94

-101

Dividend Comparison (2012 - 2026)

CGCP vs URTH dividend yield comparison.

Year	CGCP	URTH
2026	1.58%	0.00%
2025	5.10%	1.48%
2024	5.17%	1.47%
2023	4.98%	1.70%
2022	2.96%	1.68%
2021	0.00%	1.50%
2020	0.00%	1.52%
2019	0.00%	2.16%
2018	0.00%	2.30%
2017	0.00%	1.88%
2016	0.00%	2.15%
2015	0.00%	2.35%
2014	0.00%	2.31%
2013	0.00%	1.04%
2012	0.00%	2.69%