CGMS vs CWB
Comparison between CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF SHARE CLASS (CGMS, ETF) and SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF (CWB, ETF).
CGMS vs CWB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGMS
$4.50B
CWB
$4.50B
Expense Ratio
Winner
CGMS
0.39%
CWB
0.40%
Max Drawdown
Winner
CGMS
6.62%
CWB
32.16%
Sharpe Ratio
CGMS
1.28
Winner
CWB
2.09
5Y Beta
Winner
CGMS
0.14
CWB
0.60
5Y Dividends CAGR
CGMS
N/A
CWB
-3.19%
CGMS vs CWB - Historical Returns
Returns include dividend reinvestment.
1M
CGMS
+0.77%
Winner
CWB
+8.73%
3M
CGMS
+0.79%
Winner
CWB
+10.59%
6M
CGMS
+2.79%
Winner
CWB
+14.92%
1Y
CGMS
+8.63%
Winner
CWB
+34.91%
5Y(CAGR)
CGMS
N/A
CWB
+6.80%
10Y(CAGR)
CGMS
N/A
CWB
+12.67%
Max(CAGR)
CGMS
+8.64%
Winner
CWB
+11.81%
CGMS vs CWB - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | CGMS | CWB |
|---|---|---|
| 2026 | +1.53% | +16.16% |
| 2025 | +7.67% | +16.44% |
| 2024 | +7.83% | +10.97% |
| 2023 | +11.26% | +14.90% |
| 2022 | +2.61% | -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% |
CGMS vs CWB Drawdown Comparison
The maximum drawdown for CGMS was -4.08%, occurring on Apr 8, 2025. Recovery took 66 trading sessions.
The maximum drawdown for CWB was -32.06%, occurring on Mar 23, 2020. Recovery took 76 trading sessions.
The current CWB drawdown is -0.92%.
| Rank | CGMS | CWB |
|---|---|---|
| #1 | -4.08% Feb 28, 2025 - Jun 4, 2025 | -32.06% Feb 19, 2020 - Jun 8, 2020 |
| #2 | -3.79% Feb 2, 2023 - Jul 12, 2023 | -29.86% Feb 12, 2021 - Jul 16, 2025 |
| #3 | -3.63% Jul 13, 2023 - Nov 14, 2023 | -17.09% May 2, 2011 - Oct 18, 2012 |
| #4 | -2.47% Feb 19, 2026 - Apr 14, 2026 | -15.95% Jun 1, 2015 - Jul 22, 2016 |
| #5 | -2.35% Dec 13, 2022 - Jan 6, 2023 | -13.79% Jun 20, 2018 - Feb 25, 2019 |
| #6 | -1.92% Mar 27, 2024 - May 6, 2024 | -10.76% Apr 26, 2010 - Oct 5, 2010 |
| #7 | -1.62% Feb 1, 2024 - Mar 20, 2024 | -9.06% Sep 5, 2014 - Mar 20, 2015 |
| #8 | -1.61% Dec 10, 2024 - Jan 27, 2025 | -7.61% Sep 1, 2020 - Oct 9, 2020 |
| #9 | -1.61% Oct 1, 2024 - Nov 29, 2024 | -7.58% Jan 19, 2010 - Mar 8, 2010 |
| #10 | -1.39% Dec 27, 2023 - Jan 12, 2024 | -7.52% Oct 29, 2025 - Jan 13, 2026 |
| #11 | -1.26% Oct 28, 2022 - Nov 10, 2022 | -7.36% Jan 26, 2018 - Mar 12, 2018 |
| #12 | -1.09% Oct 28, 2025 - Nov 26, 2025 | -6.76% Jan 28, 2026 - Apr 8, 2026 |
| #13 | -0.84% Jul 23, 2024 - Jul 31, 2024 | -6.52% May 21, 2013 - Jul 22, 2013 |
| #14 | -0.81% May 15, 2024 - Jun 3, 2024 | -6.24% May 3, 2019 - Jul 12, 2019 |
| #15 | -0.79% Sep 15, 2025 - Oct 15, 2025 | -5.36% Mar 12, 2018 - May 30, 2018 |
Correlation
Correlation between CGMS and CWB is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2009 - 2026)
CGMS vs CWB dividend yield comparison.
| Year | CGMS | CWB |
|---|---|---|
| 2026 | 1.73% | 0.44% |
| 2025 | 6.00% | 1.69% |
| 2024 | 5.91% | 1.85% |
| 2023 | 5.84% | 1.97% |
| 2022 | 0.97% | 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% |
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