CGDG vs SRLN

Comparison between CAPITAL GROUP DIVIDEND GROWERS ETF SHARE CLASS (CGDG, ETF) and STATE STREET(R) BLACKSTONE SENIOR LOAN ETF (SRLN, ETF).

CGDG vs SRLN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGDG(ETF)	SRLN(ETF)
Net Assets	$5.20B	$5.30B
Expense Ratio	0.47%	0.70%
Max Drawdown	10.91%	28.37%
Sharpe Ratio	1.33	0.38
5Y Beta	0.62	0.15
P/E Ratio	24.78	N/A
Forward P/E	20.06	N/A
PEG Ratio	0.72	N/A
5Y Dividends CAGR	N/A	5.24%
5Y EPS CAGR	13.76%	N/A
P/S Ratio	2.11	N/A
P/B Ratio	4.20	N/A

Net Assets

CGDG

$5.20B

Winner

SRLN

$5.30B

Expense Ratio

Winner

CGDG

0.47%

SRLN

0.70%

Max Drawdown

Winner

CGDG

10.91%

SRLN

28.37%

Sharpe Ratio

Winner

CGDG

1.33

SRLN

0.38

5Y Beta

CGDG

0.62

Winner

SRLN

0.15

P/E Ratio

CGDG

24.78

SRLN

N/A

Forward P/E

CGDG

20.06

SRLN

N/A

PEG Ratio

CGDG

0.72

SRLN

N/A

5Y Dividends CAGR

CGDG

N/A

SRLN

5.24%

5Y EPS CAGR

CGDG

13.76%

SRLN

N/A

P/S Ratio

CGDG

2.11

SRLN

N/A

P/B Ratio

CGDG

4.20

SRLN

N/A

CGDG vs SRLN - Historical Returns

Returns include dividend reinvestment.

Period	CGDG	SRLN
1 month	+2.55%	+0.99%
3 months	+6.41%	+1.51%
6 months	+6.21%	+2.89%
1 year	+18.62%	+4.95%
5 years(CAGR)	N/A	+4.91%
10 years(CAGR)	N/A	+4.56%
Max(CAGR)	+19.50%	+3.85%

Winner

CGDG

+2.55%

SRLN

+0.99%

Winner

CGDG

+6.41%

SRLN

+1.51%

Winner

CGDG

+6.21%

SRLN

+2.89%

Winner

CGDG

+18.62%

SRLN

+4.95%

5Y(CAGR)

CGDG

N/A

SRLN

+4.91%

10Y(CAGR)

CGDG

N/A

SRLN

+4.56%

Max(CAGR)

Winner

CGDG

+19.50%

SRLN

+3.85%

CGDG vs SRLN - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	CGDG	SRLN
2026	+9.99%	+2.01%
2025	+23.32%	+6.72%
2024	+12.23%	+8.43%
2023	+9.54%	+10.96%
2022	N/A	-5.37%
2021	N/A	+4.66%
2020	N/A	+2.94%
2019	N/A	+9.95%
2018	N/A	-0.82%
2017	N/A	+3.37%
2016	N/A	+7.14%
2015	N/A	-1.15%
2014	N/A	+1.01%
2013	N/A	+1.80%

CGDG vs SRLN Drawdown Comparison

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

The maximum drawdown for SRLN was -22.29%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.

Rank	CGDG	SRLN
#1	-10.52% Feb 13, 2025 - May 2, 2025	-22.29% Feb 19, 2020 - Nov 9, 2020
#2	-7.72% Feb 25, 2026 - Jun 12, 2026	-7.93% Jan 14, 2022 - Jul 12, 2023
#3	-5.54% Oct 14, 2024 - Feb 5, 2025	-5.58% Jul 16, 2015 - Aug 10, 2016
#4	-4.89% Mar 28, 2024 - May 9, 2024	-4.61% Oct 16, 2018 - Feb 25, 2019
#5	-4.64% Jul 16, 2024 - Aug 15, 2024	-4.26% Feb 18, 2025 - May 12, 2025
#6	-4.44% Oct 11, 2023 - Nov 3, 2023	-3.26% Jan 9, 2026 - May 1, 2026
#7	-3.90% Nov 12, 2025 - Nov 28, 2025	-2.71% Nov 28, 2014 - Feb 12, 2015
#8	-3.47% Jul 23, 2025 - Aug 22, 2025	-1.87% Sep 5, 2014 - Nov 25, 2014
#9	-2.96% Aug 30, 2024 - Sep 16, 2024	-1.36% Jul 22, 2024 - Aug 16, 2024
#10	-2.83% Oct 6, 2025 - Oct 20, 2025	-1.31% Nov 11, 2021 - Dec 23, 2021
#11	-2.77% May 17, 2024 - Jul 11, 2024	-1.21% Aug 1, 2019 - Sep 10, 2019
#12	-2.49% Sep 28, 2023 - Oct 10, 2023	-1.19% May 9, 2013 - Jul 23, 2013
#13	-2.46% Dec 28, 2023 - Jan 29, 2024	-1.16% May 3, 2019 - Jul 17, 2019
#14	-2.09% Oct 27, 2025 - Nov 11, 2025	-1.14% Feb 27, 2019 - Apr 5, 2019
#15	-1.85% Jun 12, 2025 - Jun 26, 2025	-1.10% Sep 20, 2019 - Nov 15, 2019

Correlation

Correlation between CGDG and SRLN is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2013 - 2026)

CGDG vs SRLN dividend yield comparison.

Year	CGDG	SRLN
2026	1.35%	4.08%
2025	1.95%	7.67%
2024	2.15%	8.58%
2023	0.39%	8.44%
2022	0.00%	5.72%
2021	0.00%	4.45%
2020	0.00%	4.91%
2019	0.00%	5.39%
2018	0.00%	4.98%
2017	0.00%	4.01%
2016	0.00%	3.94%
2015	0.00%	4.43%
2014	0.00%	3.66%
2013	0.00%	1.91%