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CGNG vs IBDW

Comparison between CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF SHARE CLASS (CGNG, ETF) and ISHARES IBONDS DEC 2031 TERM CORPORATE ETF (IBDW, ETF).

CGNG vs IBDW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CGNG
$2.40B
IBDW
$2.40B
Expense Ratio
CGNG
0.64%
Winner
IBDW
0.10%
Max Drawdown
Winner
CGNG
16.13%
IBDW
26.72%
Sharpe Ratio
Winner
CGNG
1.26
IBDW
0.40
5Y Beta
CGNG
0.89
Winner
IBDW
0.06

CGNG vs IBDW - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CGNG
+2.02%
IBDW
+0.25%
3M
Winner
CGNG
+14.14%
IBDW
+0.69%
6M
Winner
CGNG
+15.78%
IBDW
+0.81%
1Y
Winner
CGNG
+30.18%
IBDW
+4.91%
5Y(CAGR)
CGNG
N/A
IBDW
+0.48%
Max(CAGR)
Winner
CGNG
+21.55%
IBDW
+0.48%

CGNG vs IBDW - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

YearCGNGIBDW
2026+11.72%+0.29%
2025+29.31%+8.86%
2024-0.97%+3.60%
2023N/A+8.47%
2022N/A-16.41%
2021N/A+0.36%

CGNG vs IBDW Drawdown Comparison

The maximum drawdown for CGNG was -15.90%, occurring on Apr 8, 2025. Recovery took 148 trading sessions.

The maximum drawdown for IBDW was -23.88%, occurring on Oct 20, 2022. Recovery took 1132 trading sessions.

The current CGNG drawdown is -3.09%. The current IBDW drawdown is -1.01%.

RankCGNGIBDW
#1-15.90%
Oct 7, 2024 - May 12, 2025
-23.88%
Aug 3, 2021 - Feb 5, 2026
#2-13.75%
Feb 25, 2026 - May 5, 2026
-2.42%
Feb 23, 2026 - Mar 26, 2026
#3-8.64%
Jul 12, 2024 - Sep 19, 2024
-0.79%
Jul 8, 2021 - Jul 19, 2021
#4-7.27%
Jun 2, 2026 - Jun 10, 2026
-0.59%
Jul 19, 2021 - Jul 28, 2021
#5-5.06%
Oct 29, 2025 - Dec 24, 2025
-0.19%
Jul 28, 2021 - Aug 2, 2021
#6-4.50%
May 6, 2026 - May 26, 2026
-0.19%
Jun 30, 2021 - Jul 2, 2021
#7-3.69%
Oct 8, 2025 - Oct 20, 2025
-0.17%
Jun 24, 2021 - Jun 28, 2021
#8-3.32%
Jan 28, 2026 - Feb 9, 2026
-0.12%
Feb 10, 2026 - Feb 12, 2026
#9-3.01%
Jul 23, 2025 - Aug 12, 2025
-0.07%
Feb 17, 2026 - Feb 23, 2026
#10-2.41%
Jun 11, 2025 - Jun 24, 2025
N/A
#11-2.06%
Jan 12, 2026 - Jan 23, 2026
N/A
#12-1.53%
Feb 11, 2026 - Feb 20, 2026
N/A
#13-1.52%
Aug 28, 2025 - Sep 5, 2025
N/A
#14-1.39%
Aug 13, 2025 - Aug 22, 2025
N/A
#15-1.30%
Oct 20, 2025 - Oct 27, 2025
N/A

Correlation

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

0.92
-101

Dividend Comparison (2021 - 2026)

CGNG vs IBDW dividend yield comparison.

YearCGNGIBDW
20260.00%1.98%
20250.68%4.78%
20240.27%5.00%
20230.00%4.50%
20220.00%3.70%
20210.00%1.10%

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