CGMS vs SCHC
Comparison between CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF SHARE CLASS (CGMS, ETF) and SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF (SCHC, ETF).
CGMS vs SCHC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGMS
$5.20B
Winner
SCHC
$5.30B
Expense Ratio
CGMS
0.39%
Winner
SCHC
0.06%
Max Drawdown
Winner
CGMS
6.62%
SCHC
47.07%
Sharpe Ratio
CGMS
0.47
Winner
SCHC
0.83
5Y Beta
Winner
CGMS
0.14
SCHC
0.73
5Y Dividends CAGR
CGMS
N/A
SCHC
16.61%
CGMS vs SCHC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CGMS
-0.28%
SCHC
-3.65%
3M
Winner
CGMS
+0.47%
SCHC
-3.65%
6M
CGMS
+1.26%
Winner
SCHC
+1.51%
1Y
CGMS
+5.56%
Winner
SCHC
+17.13%
5Y(CAGR)
CGMS
N/A
SCHC
+6.26%
10Y(CAGR)
CGMS
N/A
SCHC
+7.97%
Max(CAGR)
Winner
CGMS
+8.20%
SCHC
+6.99%
CGMS vs SCHC - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | CGMS | SCHC |
|---|---|---|
| 2026 | +1.59% | +5.31% |
| 2025 | +7.67% | +37.73% |
| 2024 | +7.83% | +3.59% |
| 2023 | +11.26% | +14.09% |
| 2022 | +2.61% | -22.33% |
| 2021 | N/A | +11.61% |
| 2020 | N/A | +9.68% |
| 2019 | N/A | +22.91% |
| 2018 | N/A | -19.47% |
| 2017 | N/A | +28.59% |
| 2016 | N/A | +4.30% |
| 2015 | N/A | +2.06% |
| 2014 | N/A | -6.00% |
| 2013 | N/A | +19.07% |
| 2012 | N/A | +15.92% |
| 2011 | N/A | -14.43% |
| 2010 | N/A | +17.14% |
CGMS vs SCHC Drawdown Comparison
The maximum drawdown for CGMS was -4.08%, occurring on Apr 8, 2025. Recovery took 66 trading sessions.
The maximum drawdown for SCHC was -43.97%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.
The current CGMS drawdown is -0.36%. The current SCHC drawdown is -6.19%.
| Rank | CGMS | SCHC |
|---|---|---|
| #1 | -4.08% Feb 28, 2025 - Jun 4, 2025 | -43.97% Jan 26, 2018 - Dec 4, 2020 |
| #2 | -3.79% Feb 2, 2023 - Jul 12, 2023 | -36.48% Sep 3, 2021 - May 19, 2025 |
| #3 | -3.63% Jul 13, 2023 - Nov 14, 2023 | -28.31% Apr 29, 2011 - May 3, 2013 |
| #4 | -2.47% Feb 19, 2026 - Apr 14, 2026 | -23.68% Jul 3, 2014 - May 2, 2017 |
| #5 | -2.35% Dec 13, 2022 - Jan 6, 2023 | -18.51% Apr 14, 2010 - Sep 28, 2010 |
| #6 | -1.92% Mar 27, 2024 - May 6, 2024 | -12.48% Feb 27, 2026 - Mar 20, 2026 |
| #7 | -1.62% Feb 1, 2024 - Mar 20, 2024 | -12.17% Jan 14, 2010 - Apr 1, 2010 |
| #8 | -1.61% Dec 10, 2024 - Jan 27, 2025 | -10.36% May 8, 2013 - Aug 2, 2013 |
| #9 | -1.61% Oct 1, 2024 - Nov 29, 2024 | -9.35% Mar 3, 2011 - Apr 1, 2011 |
| #10 | -1.39% Dec 27, 2023 - Jan 12, 2024 | -6.61% Nov 4, 2010 - Dec 13, 2010 |
| #11 | -1.26% Oct 28, 2022 - Nov 10, 2022 | -6.51% Jan 15, 2014 - Feb 14, 2014 |
| #12 | -1.09% Oct 28, 2025 - Nov 26, 2025 | -5.70% Oct 27, 2025 - Nov 28, 2025 |
| #13 | -1.09% May 6, 2026 - May 28, 2026 | -5.63% Jun 8, 2021 - Aug 5, 2021 |
| #14 | -0.84% Jul 23, 2024 - Jul 31, 2024 | -4.31% Apr 9, 2014 - Jun 4, 2014 |
| #15 | -0.81% May 15, 2024 - Jun 3, 2024 | -4.08% Oct 22, 2013 - Dec 30, 2013 |
Correlation
Correlation between CGMS and SCHC is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2010 - 2026)
CGMS vs SCHC dividend yield comparison.
| Year | CGMS | SCHC |
|---|---|---|
| 2026 | 2.80% | 0.22% |
| 2025 | 6.00% | 3.66% |
| 2024 | 5.91% | 3.72% |
| 2023 | 5.84% | 2.94% |
| 2022 | 0.97% | 1.78% |
| 2021 | 0.00% | 3.02% |
| 2020 | 0.00% | 1.62% |
| 2019 | 0.00% | 3.23% |
| 2018 | 0.00% | 2.51% |
| 2017 | 0.00% | 2.73% |
| 2016 | 0.00% | 2.01% |
| 2015 | 0.00% | 2.34% |
| 2014 | 0.00% | 2.59% |
| 2013 | 0.00% | 2.81% |
| 2012 | 0.00% | 3.00% |
| 2011 | 0.00% | 7.05% |
| 2010 | 0.00% | 2.28% |
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