CGMS vs SRLN
Comparison between CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF SHARE CLASS (CGMS, ETF) and STATE STREET(R) BLACKSTONE SENIOR LOAN ETF (SRLN, ETF).
CGMS vs SRLN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGMS
$5.20B
Winner
SRLN
$5.30B
Expense Ratio
Winner
CGMS
0.39%
SRLN
0.70%
Max Drawdown
Winner
CGMS
6.62%
SRLN
28.37%
Sharpe Ratio
CGMS
0.14
Winner
SRLN
0.38
5Y Beta
Winner
CGMS
0.15
SRLN
0.15
5Y Dividends CAGR
CGMS
N/A
SRLN
5.24%
CGMS vs SRLN - Historical Returns
Returns include dividend reinvestment.
1M
CGMS
+0.15%
Winner
SRLN
+0.99%
3M
CGMS
+0.54%
Winner
SRLN
+1.51%
6M
CGMS
+1.15%
Winner
SRLN
+2.89%
1Y
CGMS
+4.40%
Winner
SRLN
+4.95%
5Y(CAGR)
CGMS
N/A
SRLN
+4.91%
10Y(CAGR)
CGMS
N/A
SRLN
+4.56%
Max(CAGR)
Winner
CGMS
+8.12%
SRLN
+3.85%
CGMS vs SRLN - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | CGMS | SRLN |
|---|---|---|
| 2026 | +1.78% | +2.01% |
| 2025 | +7.67% | +6.72% |
| 2024 | +7.83% | +8.43% |
| 2023 | +11.26% | +10.96% |
| 2022 | +2.61% | -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% |
CGMS vs SRLN Drawdown Comparison
The maximum drawdown for CGMS was -4.08%, occurring on Apr 8, 2025. Recovery took 66 trading sessions.
The maximum drawdown for SRLN was -22.29%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.
The current CGMS drawdown is -0.18%.
| Rank | CGMS | SRLN |
|---|---|---|
| #1 | -4.08% Feb 28, 2025 - Jun 4, 2025 | -22.29% Feb 19, 2020 - Nov 9, 2020 |
| #2 | -3.79% Feb 2, 2023 - Jul 12, 2023 | -7.93% Jan 14, 2022 - Jul 12, 2023 |
| #3 | -3.63% Jul 13, 2023 - Nov 14, 2023 | -5.58% Jul 16, 2015 - Aug 10, 2016 |
| #4 | -2.47% Feb 19, 2026 - Apr 14, 2026 | -4.61% Oct 16, 2018 - Feb 25, 2019 |
| #5 | -2.35% Dec 13, 2022 - Jan 6, 2023 | -4.26% Feb 18, 2025 - May 12, 2025 |
| #6 | -1.92% Mar 27, 2024 - May 6, 2024 | -3.26% Jan 9, 2026 - May 1, 2026 |
| #7 | -1.62% Feb 1, 2024 - Mar 20, 2024 | -2.71% Nov 28, 2014 - Feb 12, 2015 |
| #8 | -1.61% Dec 10, 2024 - Jan 27, 2025 | -1.87% Sep 5, 2014 - Nov 25, 2014 |
| #9 | -1.61% Oct 1, 2024 - Nov 29, 2024 | -1.36% Jul 22, 2024 - Aug 16, 2024 |
| #10 | -1.39% Dec 27, 2023 - Jan 12, 2024 | -1.31% Nov 11, 2021 - Dec 23, 2021 |
| #11 | -1.26% Oct 28, 2022 - Nov 10, 2022 | -1.21% Aug 1, 2019 - Sep 10, 2019 |
| #12 | -1.13% Jul 6, 2026 - Jul 24, 2026 | -1.19% May 9, 2013 - Jul 23, 2013 |
| #13 | -1.09% Oct 28, 2025 - Nov 26, 2025 | -1.16% May 3, 2019 - Jul 17, 2019 |
| #14 | -1.09% May 6, 2026 - May 28, 2026 | -1.14% Feb 27, 2019 - Apr 5, 2019 |
| #15 | -0.84% Jul 23, 2024 - Jul 31, 2024 | -1.10% Sep 20, 2019 - Nov 15, 2019 |
Correlation
Correlation between CGMS and SRLN is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2013 - 2026)
CGMS vs SRLN dividend yield comparison.
| Year | CGMS | SRLN |
|---|---|---|
| 2026 | 3.40% | 4.08% |
| 2025 | 6.00% | 7.67% |
| 2024 | 5.91% | 8.58% |
| 2023 | 5.84% | 8.44% |
| 2022 | 0.97% | 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% |
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