CGGR vs SHY
Comparison between CAPITAL GROUP GROWTH ETF SHARE CLASS (CGGR, ETF) and ISHARES 1-3 YEAR TREASURY BOND ETF (SHY, ETF).
CGGR vs SHY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGGR
$25B
Winner
SHY
$25B
Expense Ratio
CGGR
0.39%
Winner
SHY
0.15%
Max Drawdown
CGGR
28.97%
Winner
SHY
7.25%
Sharpe Ratio
Winner
CGGR
0.48
SHY
-0.67
5Y Beta
CGGR
1.22
Winner
SHY
-0.00
P/E Ratio
CGGR
37.61
SHY
N/A
Forward P/E
CGGR
20.06
SHY
N/A
5Y Dividends CAGR
CGGR
N/A
SHY
51.19%
5Y EPS CAGR
CGGR
31.36%
SHY
N/A
P/S Ratio
CGGR
3.19
SHY
N/A
P/B Ratio
CGGR
8.01
SHY
N/A
CGGR vs SHY - Historical Returns
Returns include dividend reinvestment.
1M
CGGR
-1.55%
Winner
SHY
+0.27%
3M
Winner
CGGR
+4.23%
SHY
+0.16%
6M
Winner
CGGR
+3.67%
SHY
+0.60%
1Y
Winner
CGGR
+11.19%
SHY
+2.82%
5Y(CAGR)
Winner
CGGR
+15.63%
SHY
+1.76%
10Y(CAGR)
CGGR
N/A
SHY
+1.64%
Max(CAGR)
Winner
CGGR
+15.63%
SHY
+1.95%
CGGR vs SHY - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | CGGR | SHY |
|---|---|---|
| 2026 | +3.20% | +0.58% |
| 2025 | +19.62% | +4.98% |
| 2024 | +33.73% | +4.04% |
| 2023 | +43.26% | +4.07% |
| 2022 | -18.50% | -3.77% |
| 2021 | N/A | -0.73% |
| 2020 | N/A | +2.99% |
| 2019 | N/A | +3.37% |
| 2018 | N/A | +1.50% |
| 2017 | N/A | +0.34% |
| 2016 | N/A | +0.69% |
| 2015 | N/A | +0.32% |
| 2014 | N/A | +0.40% |
| 2013 | N/A | +0.24% |
| 2012 | N/A | +0.34% |
| 2011 | N/A | +1.46% |
| 2010 | N/A | +2.14% |
| 2009 | N/A | +0.89% |
| 2008 | N/A | +6.42% |
| 2007 | N/A | +7.24% |
| 2006 | N/A | +3.75% |
| 2005 | N/A | +1.52% |
| 2004 | N/A | +0.91% |
| 2003 | N/A | +2.19% |
| 2002 | N/A | +2.03% |
CGGR vs SHY Drawdown Comparison
The maximum drawdown for CGGR was -28.90%, occurring on Oct 14, 2022. Recovery took 422 trading sessions.
The maximum drawdown for SHY was -5.71%, occurring on Oct 20, 2022. Recovery took 713 trading sessions.
The current CGGR drawdown is -3.75%. The current SHY drawdown is -0.13%.
| Rank | CGGR | SHY |
|---|---|---|
| #1 | -28.90% Mar 29, 2022 - Dec 1, 2023 | -5.71% Aug 2, 2021 - Jun 3, 2024 |
| #2 | -23.37% Feb 14, 2025 - Jun 26, 2025 | -2.23% Mar 17, 2008 - Sep 15, 2008 |
| #3 | -15.13% Oct 28, 2025 - May 6, 2026 | -1.90% Mar 24, 2004 - Oct 20, 2004 |
| #4 | -9.89% Jul 16, 2024 - Sep 19, 2024 | -1.19% Dec 30, 2008 - Jul 8, 2009 |
| #5 | -7.42% Feb 28, 2022 - Mar 17, 2022 | -1.07% Sep 7, 2017 - Nov 28, 2018 |
| #6 | -6.68% Jun 1, 2026 - Jun 10, 2026 | -0.99% Jul 5, 2016 - Aug 11, 2017 |
| #7 | -6.62% Mar 21, 2024 - Jun 10, 2024 | -0.98% Jun 13, 2003 - Sep 30, 2003 |
| #8 | -5.11% Dec 16, 2024 - Jan 22, 2025 | -0.97% Sep 24, 2024 - Jan 27, 2025 |
| #9 | -3.45% Sep 22, 2025 - Oct 23, 2025 | -0.89% Feb 27, 2026 - Jul 15, 2026 |
| #10 | -3.27% Dec 27, 2023 - Jan 19, 2024 | -0.88% Sep 17, 2008 - Oct 2, 2008 |
| #11 | -3.24% Nov 11, 2024 - Nov 29, 2024 | -0.87% Oct 25, 2004 - May 5, 2005 |
| #12 | -3.07% May 14, 2026 - May 26, 2026 | -0.87% Dec 1, 2009 - Feb 5, 2010 |
| #13 | -2.47% Jan 23, 2025 - Feb 13, 2025 | -0.81% Nov 1, 2010 - May 3, 2011 |
| #14 | -2.44% Oct 29, 2024 - Nov 6, 2024 | -0.80% Oct 9, 2002 - Oct 31, 2002 |
| #15 | -2.38% Aug 12, 2025 - Aug 27, 2025 | -0.75% Jul 10, 2009 - Aug 28, 2009 |
Correlation
Correlation between CGGR and SHY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2002 - 2026)
CGGR vs SHY dividend yield comparison.
| Year | CGGR | SHY |
|---|---|---|
| 2026 | 0.06% | 1.76% |
| 2025 | 0.10% | 3.81% |
| 2024 | 0.33% | 3.92% |
| 2023 | 0.40% | 2.99% |
| 2022 | 0.33% | 1.30% |
| 2021 | 0.00% | 0.26% |
| 2020 | 0.00% | 0.94% |
| 2019 | 0.00% | 2.12% |
| 2018 | 0.00% | 1.72% |
| 2017 | 0.00% | 0.98% |
| 2016 | 0.00% | 0.71% |
| 2015 | 0.00% | 0.54% |
| 2014 | 0.00% | 0.36% |
| 2013 | 0.00% | 0.26% |
| 2012 | 0.00% | 0.37% |
| 2011 | 0.00% | 0.81% |
| 2010 | 0.00% | 1.03% |
| 2009 | 0.00% | 2.41% |
| 2008 | 0.00% | 3.41% |
| 2007 | 0.00% | 4.27% |
| 2006 | 0.00% | 4.13% |
| 2005 | 0.00% | 3.05% |
| 2004 | 0.00% | 1.94% |
| 2003 | 0.00% | 1.59% |
| 2002 | 0.00% | 0.78% |
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