CGUS vs SPHY

Comparison between CAPITAL GROUP CORE EQUITY ETF SHARE CLASS (CGUS, ETF) and SPDR PORTFOLIO HIGH YIELD BOND ETF (SPHY, ETF).

CGUS vs SPHY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGUS(ETF)	SPHY(ETF)
Net Assets	$10B	$11B
Expense Ratio	0.33%	0.05%
Max Drawdown	22.41%	23.35%
Sharpe Ratio	1.85	1.19
5Y Beta	0.92	0.23
P/E Ratio	30.37	N/A
Forward P/E	23.24	N/A
PEG Ratio	0.63	N/A
5Y Dividends CAGR	N/A	4.66%
5Y EPS CAGR	25.05%	N/A
P/S Ratio	3.40	N/A
P/B Ratio	5.85	N/A

Net Assets

CGUS

$10B

Winner

SPHY

$11B

Expense Ratio

CGUS

0.33%

Winner

SPHY

0.05%

Max Drawdown

Winner

CGUS

22.41%

SPHY

23.35%

Sharpe Ratio

Winner

CGUS

1.85

SPHY

1.19

5Y Beta

CGUS

0.92

Winner

SPHY

0.23

P/E Ratio

CGUS

30.37

SPHY

N/A

Forward P/E

CGUS

23.24

SPHY

N/A

PEG Ratio

CGUS

0.63

SPHY

N/A

5Y Dividends CAGR

CGUS

N/A

SPHY

4.66%

5Y EPS CAGR

CGUS

25.05%

SPHY

N/A

P/S Ratio

CGUS

3.40

SPHY

N/A

P/B Ratio

CGUS

5.85

SPHY

N/A

CGUS vs SPHY - Historical Returns

Returns include dividend reinvestment.

Period	CGUS	SPHY
1 month	+5.51%	+0.07%
3 months	+7.25%	+0.45%
6 months	+7.50%	+2.28%
1 year	+26.14%	+7.34%
5 years(CAGR)	+15.56%	+4.54%
10 years(CAGR)	N/A	+5.17%
Max(CAGR)	+15.56%	+4.94%

Winner

CGUS

+5.51%

SPHY

+0.07%

Winner

CGUS

+7.25%

SPHY

+0.45%

Winner

CGUS

+7.50%

SPHY

+2.28%

Winner

CGUS

+26.14%

SPHY

+7.34%

5Y(CAGR)

Winner

CGUS

+15.56%

SPHY

+4.54%

10Y(CAGR)

CGUS

N/A

SPHY

+5.17%

Max(CAGR)

Winner

CGUS

+15.56%

SPHY

+4.94%

CGUS vs SPHY - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	CGUS	SPHY
2026	+7.38%	+1.08%
2025	+16.44%	+8.31%
2024	+25.86%	+8.81%
2023	+28.17%	+12.80%
2022	-7.93%	-10.48%
2021	N/A	+5.74%
2020	N/A	+6.44%
2019	N/A	+13.55%
2018	N/A	-2.69%
2017	N/A	+6.73%
2016	N/A	+11.15%
2015	N/A	-3.64%
2014	N/A	+6.53%
2013	N/A	-1.34%
2012	N/A	+7.21%

CGUS vs SPHY Drawdown Comparison

The maximum drawdown for CGUS was -21.85%, occurring on Sep 30, 2022. Recovery took 322 trading sessions.

The maximum drawdown for SPHY was -21.97%, occurring on Mar 23, 2020. Recovery took 164 trading sessions.

The current CGUS drawdown is -0.14%. The current SPHY drawdown is -0.40%.

Rank	CGUS	SPHY
#1	-21.85% Mar 29, 2022 - Jul 12, 2023	-21.97% Feb 14, 2020 - Oct 8, 2020
#2	-18.06% Feb 6, 2025 - Jun 26, 2025	-15.29% Dec 28, 2021 - Dec 14, 2023
#3	-9.59% Jan 27, 2026 - Apr 14, 2026	-8.30% Apr 16, 2015 - Apr 25, 2016
#4	-8.29% Jul 31, 2023 - Nov 14, 2023	-7.23% May 2, 2013 - Feb 24, 2014
#5	-6.73% Jul 16, 2024 - Aug 21, 2024	-4.86% Feb 26, 2025 - May 12, 2025
#6	-5.60% Feb 25, 2022 - Mar 18, 2022	-4.21% Dec 29, 2017 - Feb 15, 2019
#7	-5.04% Oct 29, 2025 - Dec 24, 2025	-4.17% Oct 24, 2016 - Jan 18, 2017
#8	-4.65% Apr 1, 2024 - May 9, 2024	-2.48% Aug 21, 2014 - Jan 14, 2015
#9	-4.10% Dec 16, 2024 - Jan 23, 2025	-2.41% Feb 20, 2026 - Apr 8, 2026
#10	-3.98% Aug 30, 2024 - Sep 19, 2024	-2.36% Nov 9, 2021 - Dec 23, 2021
#11	-3.00% Oct 8, 2025 - Oct 24, 2025	-2.29% Mar 27, 2024 - May 3, 2024
#12	-2.86% Nov 8, 2024 - Dec 3, 2024	-2.28% Jan 29, 2013 - Apr 16, 2013
#13	-2.62% Jul 25, 2025 - Aug 13, 2025	-2.07% Sep 17, 2012 - Oct 11, 2012
#14	-2.43% Jan 12, 2026 - Jan 27, 2026	-1.99% Mar 1, 2017 - Apr 10, 2017
#15	-2.30% May 15, 2024 - Jun 10, 2024	-1.84% Feb 27, 2015 - Apr 15, 2015

Correlation

Correlation between CGUS and SPHY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (2012 - 2026)

CGUS vs SPHY dividend yield comparison.

Year	CGUS	SPHY
2026	0.21%	2.36%
2025	0.95%	7.38%
2024	1.02%	7.80%
2023	1.22%	7.30%
2022	1.10%	6.47%
2021	0.00%	5.13%
2020	0.00%	5.63%
2019	0.00%	5.73%
2018	0.00%	4.09%
2017	0.00%	4.41%
2016	0.00%	4.27%
2015	0.00%	4.29%
2014	0.00%	3.98%
2013	0.00%	4.41%
2012	0.00%	2.17%