CGDG vs CWB

Comparison between CAPITAL GROUP DIVIDEND GROWERS ETF SHARE CLASS (CGDG, ETF) and STATE STREET(R) SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF (CWB, ETF).

CGDG vs CWB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGDG(ETF)	CWB(ETF)
Net Assets	$5.50B	$5.60B
Expense Ratio	0.47%	0.40%
Max Drawdown	10.91%	32.16%
Sharpe Ratio	1.15	1.14
5Y Beta	0.62	0.67
P/E Ratio	24.61	N/A
Forward P/E	20.13	N/A
PEG Ratio	0.69	N/A
5Y Dividends CAGR	N/A	-4.11%
5Y EPS CAGR	14.02%	N/A
P/S Ratio	2.13	N/A
P/B Ratio	4.22	N/A

Net Assets

CGDG

$5.50B

Winner

CWB

$5.60B

Expense Ratio

CGDG

0.47%

Winner

CWB

0.40%

Max Drawdown

Winner

CGDG

10.91%

CWB

32.16%

Sharpe Ratio

Winner

CGDG

1.15

CWB

1.14

5Y Beta

Winner

CGDG

0.62

CWB

0.67

P/E Ratio

CGDG

24.61

CWB

N/A

Forward P/E

CGDG

20.13

CWB

N/A

PEG Ratio

CGDG

0.69

CWB

N/A

5Y Dividends CAGR

CGDG

N/A

CWB

-4.11%

5Y EPS CAGR

CGDG

14.02%

CWB

N/A

P/S Ratio

CGDG

2.13

CWB

N/A

P/B Ratio

CGDG

4.22

CWB

N/A

CGDG vs CWB - Historical Returns

Returns include dividend reinvestment.

Period	CGDG	CWB
1 month	+2.34%	+0.20%
3 months	+4.72%	-1.17%
6 months	+4.48%	+10.46%
1 year	+17.20%	+24.41%
5 years(CAGR)	N/A	+6.27%
10 years(CAGR)	N/A	+11.67%
Max(CAGR)	+19.12%	+11.57%

Winner

CGDG

+2.34%

CWB

+0.20%

Winner

CGDG

+4.72%

CWB

-1.17%

CGDG

+4.48%

Winner

CWB

+10.46%

CGDG

+17.20%

Winner

CWB

+24.41%

5Y(CAGR)

CGDG

N/A

CWB

+6.27%

10Y(CAGR)

CGDG

N/A

CWB

+11.67%

Max(CAGR)

Winner

CGDG

+19.12%

CWB

+11.57%

CGDG vs CWB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	CGDG	CWB
2026	+9.74%	+15.56%
2025	+23.32%	+16.44%
2024	+12.23%	+10.97%
2023	+9.54%	+14.90%
2022	N/A	-20.52%
2021	N/A	+2.71%
2020	N/A	+52.07%
2019	N/A	+22.44%
2018	N/A	-3.35%
2017	N/A	+15.84%
2016	N/A	+11.56%
2015	N/A	-0.87%
2014	N/A	+8.01%
2013	N/A	+19.29%
2012	N/A	+14.23%
2011	N/A	-7.95%
2010	N/A	+12.77%
2009	N/A	+29.61%

CGDG vs CWB Drawdown Comparison

The maximum drawdown for CGDG was -10.52%, occurring on Apr 8, 2025. Recovery took 54 trading sessions.

The maximum drawdown for CWB was -32.06%, occurring on Mar 23, 2020. Recovery took 76 trading sessions.

The current CGDG drawdown is -0.41%. The current CWB drawdown is -6.09%.

Rank	CGDG	CWB
#1	-10.52% Feb 13, 2025 - May 2, 2025	-32.06% Feb 19, 2020 - Jun 8, 2020
#2	-7.72% Feb 25, 2026 - Jun 12, 2026	-29.86% Feb 12, 2021 - Jul 16, 2025
#3	-5.54% Oct 14, 2024 - Feb 5, 2025	-17.09% May 2, 2011 - Oct 18, 2012
#4	-4.89% Mar 28, 2024 - May 9, 2024	-15.95% Jun 1, 2015 - Jul 22, 2016
#5	-4.64% Jul 16, 2024 - Aug 15, 2024	-13.79% Jun 20, 2018 - Feb 25, 2019
#6	-4.44% Oct 11, 2023 - Nov 3, 2023	-11.08% Jun 2, 2026 - Jul 29, 2026
#7	-3.90% Nov 12, 2025 - Nov 28, 2025	-10.76% Apr 26, 2010 - Oct 5, 2010
#8	-3.47% Jul 23, 2025 - Aug 22, 2025	-9.06% Sep 5, 2014 - Mar 20, 2015
#9	-2.96% Aug 30, 2024 - Sep 16, 2024	-7.61% Sep 1, 2020 - Oct 9, 2020
#10	-2.83% Oct 6, 2025 - Oct 20, 2025	-7.58% Jan 19, 2010 - Mar 8, 2010
#11	-2.77% May 17, 2024 - Jul 11, 2024	-7.52% Oct 29, 2025 - Jan 13, 2026
#12	-2.49% Sep 28, 2023 - Oct 10, 2023	-7.36% Jan 26, 2018 - Mar 12, 2018
#13	-2.46% Dec 28, 2023 - Jan 29, 2024	-6.76% Jan 28, 2026 - Apr 8, 2026
#14	-2.09% Oct 27, 2025 - Nov 11, 2025	-6.52% May 21, 2013 - Jul 22, 2013
#15	-1.85% Jun 12, 2025 - Jun 26, 2025	-6.24% May 3, 2019 - Jul 12, 2019

Correlation

Correlation between CGDG and CWB is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2009 - 2026)

CGDG vs CWB dividend yield comparison.

Year	CGDG	CWB
2026	1.35%	0.88%
2025	1.95%	1.69%
2024	2.15%	1.85%
2023	0.39%	1.97%
2022	0.00%	2.21%
2021	0.00%	1.97%
2020	0.00%	2.34%
2019	0.00%	3.03%
2018	0.00%	6.17%
2017	0.00%	4.25%
2016	0.00%	4.60%
2015	0.00%	7.52%
2014	0.00%	7.37%
2013	0.00%	3.66%
2012	0.00%	3.84%
2011	0.00%	4.97%
2010	0.00%	4.59%
2009	0.00%	3.88%