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CGHY vs MBSD

Comparison between CAPITAL GROUP HIGH YIELD BOND ETF SHARE CLASS (CGHY, ETF) and FLEXSHARES DISCIPLINED DURATION MBS INDEX FUND (MBSD, ETF).

CGHY vs MBSD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CGHY
$94M
MBSD
$94M
Expense Ratio
CGHY
0.39%
Winner
MBSD
0.20%
Max Drawdown
Winner
CGHY
3.01%
MBSD
23.73%
Sharpe Ratio
Winner
CGHY
0.63
MBSD
0.21
5Y Beta
CGHY
0.19
Winner
MBSD
0.02
5Y Dividends CAGR
CGHY
N/A
MBSD
5.51%

CGHY vs MBSD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CGHY
+0.12%
MBSD
-0.25%
3M
Winner
CGHY
+1.13%
MBSD
-0.81%
6M
Winner
CGHY
+2.15%
MBSD
+0.26%
1Y
Winner
CGHY
+5.48%
MBSD
+4.71%
5Y(CAGR)
CGHY
N/A
MBSD
+0.56%
10Y(CAGR)
CGHY
N/A
MBSD
+1.37%
Max(CAGR)
Winner
CGHY
+5.82%
MBSD
+1.56%

CGHY vs MBSD - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearCGHYMBSD
2026+1.67%+0.14%
2025+3.77%+7.10%
2024N/A+2.83%
2023N/A+4.23%
2022N/A-9.31%
2021N/A-1.24%
2020N/A+5.22%
2019N/A+5.89%
2018N/A+0.19%
2017N/A+0.94%
2016N/A+0.74%
2015N/A+1.76%
2014N/A+1.20%

CGHY vs MBSD Drawdown Comparison

The maximum drawdown for CGHY was -2.38%, occurring on Mar 27, 2026. Recovery took 36 trading sessions.

The maximum drawdown for MBSD was -14.36%, occurring on Oct 20, 2022. Recovery took 1152 trading sessions.

The current CGHY drawdown is -0.59%. The current MBSD drawdown is -1.49%.

RankCGHYMBSD
#1-2.38%
Feb 20, 2026 - Apr 14, 2026
-14.36%
Feb 2, 2021 - Sep 4, 2025
#2-1.02%
Oct 28, 2025 - Nov 28, 2025
-3.08%
Nov 2, 2016 - Feb 15, 2019
#3-0.90%
Oct 1, 2025 - Oct 20, 2025
-2.98%
Mar 9, 2020 - Apr 24, 2020
#4-0.86%
May 6, 2026 - May 26, 2026
-2.17%
Feb 27, 2026 - Mar 26, 2026
#5-0.67%
Apr 17, 2026 - May 6, 2026
-2.10%
Jan 20, 2016 - Jul 5, 2016
#6-0.59%
May 29, 2026 - Jun 5, 2026
-1.97%
Aug 24, 2015 - Jan 14, 2016
#7-0.56%
Jul 1, 2025 - Jul 22, 2025
-1.27%
Apr 17, 2015 - Aug 24, 2015
#8-0.39%
Aug 13, 2025 - Aug 22, 2025
-1.08%
Jul 6, 2016 - Sep 28, 2016
#9-0.36%
Jul 29, 2025 - Aug 4, 2025
-0.97%
Nov 4, 2019 - Dec 3, 2019
#10-0.35%
Dec 3, 2025 - Dec 23, 2025
-0.83%
Sep 22, 2025 - Oct 16, 2025
#11-0.35%
Sep 19, 2025 - Sep 29, 2025
-0.72%
Sep 5, 2019 - Oct 2, 2019
#12-0.32%
Oct 20, 2025 - Oct 24, 2025
-0.71%
Jun 16, 2020 - Aug 4, 2020
#13-0.24%
Jan 15, 2026 - Feb 9, 2026
-0.68%
Oct 28, 2025 - Nov 24, 2025
#14-0.22%
Feb 13, 2026 - Feb 18, 2026
-0.68%
Oct 7, 2019 - Nov 4, 2019
#15-0.20%
Sep 29, 2025 - Oct 1, 2025
-0.67%
Sep 28, 2016 - Nov 1, 2016

Correlation

Correlation between CGHY and MBSD is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2014 - 2026)

CGHY vs MBSD dividend yield comparison.

YearCGHYMBSD
20261.99%1.48%
20253.09%4.23%
20240.00%3.91%
20230.00%3.39%
20220.00%3.03%
20210.00%2.41%
20200.00%2.78%
20190.00%3.42%
20180.00%3.22%
20170.00%3.30%
20160.00%3.02%
20150.00%3.46%
20140.00%0.83%

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