CGCP vs XBI

Comparison between CAPITAL GROUP CORE PLUS INCOME ETF SHARE CLASS (CGCP, ETF) and SPDR(R) S&P(R) BIOTECH ETF (XBI, ETF).

CGCP vs XBI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGCP(ETF)	XBI(ETF)
Net Assets	$7.30B	$7.40B
Expense Ratio	0.34%	0.35%
Max Drawdown	18.47%	63.90%
Sharpe Ratio	0.66	2.19
5Y Beta	0.08	0.97
P/E Ratio	N/A	-10.99
Forward P/E	N/A	11.82
5Y Dividends CAGR	N/A	9.74%
5Y EPS CAGR	N/A	5.78%
Debt to Equity	N/A	37.46%
P/S Ratio	N/A	8.33
P/B Ratio	N/A	4.84

Net Assets

CGCP

$7.30B

Winner

XBI

$7.40B

Expense Ratio

Winner

CGCP

0.34%

XBI

0.35%

Max Drawdown

Winner

CGCP

18.47%

XBI

63.90%

Sharpe Ratio

CGCP

0.66

Winner

XBI

2.19

5Y Beta

Winner

CGCP

0.08

XBI

0.97

P/E Ratio

CGCP

N/A

XBI

-10.99

Forward P/E

CGCP

N/A

XBI

11.82

5Y Dividends CAGR

CGCP

N/A

XBI

9.74%

5Y EPS CAGR

CGCP

N/A

XBI

5.78%

Debt to Equity

CGCP

N/A

XBI

37.46%

P/S Ratio

CGCP

N/A

XBI

8.33

P/B Ratio

CGCP

N/A

XBI

4.84

CGCP vs XBI - Historical Returns

Returns include dividend reinvestment.

Period	CGCP	XBI
1 month	+0.23%	+3.11%
3 months	-0.05%	+6.82%
6 months	+1.24%	+24.03%
1 year	+6.54%	+73.24%
5 years(CAGR)	+1.74%	+1.17%
10 years(CAGR)	N/A	+10.10%
Max(CAGR)	+1.74%	+11.26%

CGCP

+0.23%

Winner

XBI

+3.11%

CGCP

-0.05%

Winner

XBI

+6.82%

CGCP

+1.24%

Winner

XBI

+24.03%

CGCP

+6.54%

Winner

XBI

+73.24%

5Y(CAGR)

Winner

CGCP

+1.74%

XBI

+1.17%

10Y(CAGR)

CGCP

N/A

XBI

+10.10%

Max(CAGR)

CGCP

+1.74%

Winner

XBI

+11.26%

CGCP vs XBI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	CGCP	XBI
2026	+0.64%	+10.85%
2025	+7.34%	+33.70%
2024	+3.28%	-0.05%
2023	+6.83%	+9.54%
2022	-9.78%	-28.10%
2021	N/A	-20.55%
2020	N/A	+49.01%
2019	N/A	+30.54%
2018	N/A	-17.55%
2017	N/A	+42.81%
2016	N/A	-12.49%
2015	N/A	+12.40%
2014	N/A	+44.27%
2013	N/A	+42.97%
2012	N/A	+32.95%
2011	N/A	+3.91%
2010	N/A	+15.74%
2009	N/A	-0.82%
2008	N/A	-8.58%
2007	N/A	+30.24%
2006	N/A	-6.48%

CGCP vs XBI Drawdown Comparison

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

The maximum drawdown for XBI was -63.89%, occurring on May 11, 2022. This drawdown has not yet recovered.

The current CGCP drawdown is -0.85%. The current XBI drawdown is -22.15%.

Rank	CGCP	XBI
#1	-15.06% Mar 1, 2022 - Sep 5, 2024	-63.89% Feb 8, 2021 - May 11, 2022
#2	-4.24% Sep 16, 2024 - Jun 24, 2025	-49.25% Jul 17, 2015 - Jan 12, 2018
#3	-2.59% Feb 27, 2026 - Mar 27, 2026	-37.67% Aug 14, 2008 - Apr 14, 2011
#4	-1.07% Jul 1, 2025 - Jul 29, 2025	-35.26% Jun 20, 2018 - May 11, 2020
#5	-1.04% Oct 27, 2025 - Nov 26, 2025	-29.06% Feb 27, 2014 - Oct 28, 2014
#6	-0.78% Sep 16, 2025 - Oct 14, 2025	-26.72% Jul 22, 2011 - Jan 27, 2012
#7	-0.72% Nov 26, 2025 - Dec 29, 2025	-22.71% Dec 6, 2007 - Jul 15, 2008
#8	-0.53% Jan 14, 2026 - Feb 5, 2026	-21.93% Feb 27, 2006 - Aug 8, 2007
#9	-0.49% Aug 13, 2025 - Aug 22, 2025	-15.10% Sep 21, 2012 - Jan 14, 2013
#10	-0.35% Aug 28, 2025 - Sep 4, 2025	-14.51% Jan 29, 2018 - Jun 5, 2018
#11	-0.30% Sep 10, 2024 - Sep 16, 2024	-13.70% Jul 20, 2020 - Oct 12, 2020
#12	-0.27% Jul 29, 2025 - Aug 1, 2025	-13.36% Oct 2, 2013 - Jan 7, 2014
#13	-0.22% Aug 5, 2025 - Aug 13, 2025	-13.21% Mar 19, 2015 - May 29, 2015
#14	-0.22% Dec 30, 2025 - Jan 9, 2026	-11.51% Jan 21, 2014 - Feb 20, 2014
#15	-0.22% Feb 10, 2026 - Feb 12, 2026	-10.38% May 30, 2013 - Jul 10, 2013

Correlation

Correlation between CGCP and XBI is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (2007 - 2026)

CGCP vs XBI dividend yield comparison.

Year	CGCP	XBI
2026	1.58%	0.00%
2025	5.10%	0.37%
2024	5.17%	0.15%
2023	4.98%	0.02%
2022	2.96%	0.00%
2021	0.00%	0.04%
2020	0.00%	0.20%
2019	0.00%	0.00%
2018	0.00%	0.28%
2017	0.00%	0.24%
2016	0.00%	0.26%
2015	0.00%	0.61%
2014	0.00%	1.07%
2013	0.00%	0.17%
2012	0.00%	0.22%
2009	0.00%	0.28%
2008	0.00%	1.27%
2007	0.00%	0.26%