CGXU vs CWB

Comparison between CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF SHARE CLASS (CGXU, ETF) and STATE STREET(R) SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF (CWB, ETF).

CGXU vs CWB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGXU(ETF)	CWB(ETF)
Net Assets	$6.20B	$6.20B
Expense Ratio	0.54%	0.40%
Max Drawdown	25.92%	32.16%
Sharpe Ratio	1.41	1.77
5Y Beta	0.99	0.63
5Y Dividends CAGR	N/A	-3.87%

Net Assets

CGXU

$6.20B

CWB

$6.20B

Expense Ratio

CGXU

0.54%

Winner

CWB

0.40%

Max Drawdown

Winner

CGXU

25.92%

CWB

32.16%

Sharpe Ratio

CGXU

1.41

Winner

CWB

1.77

5Y Beta

CGXU

0.99

Winner

CWB

0.63

5Y Dividends CAGR

CGXU

N/A

CWB

-3.87%

CGXU vs CWB - Historical Returns

Returns include dividend reinvestment.

Period	CGXU	CWB
1 month	+5.51%	+2.12%
3 months	+18.53%	+16.57%
6 months	+21.50%	+19.37%
1 year	+36.66%	+34.35%
5 years(CAGR)	+10.60%	+6.71%
10 years(CAGR)	N/A	+12.69%
Max(CAGR)	+10.60%	+11.89%

Winner

CGXU

+5.51%

CWB

+2.12%

Winner

CGXU

+18.53%

CWB

+16.57%

Winner

CGXU

+21.50%

CWB

+19.37%

Winner

CGXU

+36.66%

CWB

+34.35%

5Y(CAGR)

Winner

CGXU

+10.60%

CWB

+6.71%

10Y(CAGR)

CGXU

N/A

CWB

+12.69%

Max(CAGR)

CGXU

+10.60%

Winner

CWB

+11.89%

CGXU vs CWB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	CGXU	CWB
2026	+15.28%	+18.77%
2025	+26.01%	+16.44%
2024	+5.92%	+10.97%
2023	+15.47%	+14.90%
2022	-14.34%	-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%

CGXU vs CWB Drawdown Comparison

The maximum drawdown for CGXU was -25.64%, occurring on Sep 27, 2022. Recovery took 473 trading sessions.

The maximum drawdown for CWB was -32.06%, occurring on Mar 23, 2020. Recovery took 76 trading sessions.

The current CGXU drawdown is -2.73%. The current CWB drawdown is -3.49%.

Rank	CGXU	CWB
#1	-25.64% Apr 4, 2022 - Feb 22, 2024	-32.06% Feb 19, 2020 - Jun 8, 2020
#2	-21.63% Sep 26, 2024 - Jun 30, 2025	-29.86% Feb 12, 2021 - Jul 16, 2025
#3	-13.14% Feb 25, 2026 - May 6, 2026	-17.09% May 2, 2011 - Oct 18, 2012
#4	-12.15% Feb 25, 2022 - Apr 4, 2022	-15.95% Jun 1, 2015 - Jul 22, 2016
#5	-10.04% Jul 12, 2024 - Sep 26, 2024	-13.79% Jun 20, 2018 - Feb 25, 2019
#6	-7.51% Oct 29, 2025 - Jan 2, 2026	-10.76% Apr 26, 2010 - Oct 5, 2010
#7	-7.51% Jun 2, 2026 - Jun 10, 2026	-9.06% Sep 5, 2014 - Mar 20, 2015
#8	-4.61% Jul 23, 2025 - Aug 12, 2025	-7.61% Sep 1, 2020 - Oct 9, 2020
#9	-4.08% May 20, 2024 - Jul 10, 2024	-7.58% Jan 19, 2010 - Mar 8, 2010
#10	-3.95% Jan 27, 2026 - Feb 9, 2026	-7.52% Oct 29, 2025 - Jan 13, 2026
#11	-3.95% Apr 9, 2024 - May 3, 2024	-7.36% Jan 26, 2018 - Mar 12, 2018
#12	-3.91% May 8, 2026 - May 26, 2026	-6.76% Jan 28, 2026 - Apr 8, 2026
#13	-3.49% Oct 8, 2025 - Oct 20, 2025	-6.66% Jun 2, 2026 - Jun 10, 2026
#14	-2.37% Jan 12, 2026 - Jan 23, 2026	-6.52% May 21, 2013 - Jul 22, 2013
#15	-2.08% Oct 20, 2025 - Oct 27, 2025	-6.24% May 3, 2019 - Jul 12, 2019

Correlation

Correlation between CGXU and CWB is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2009 - 2026)

CGXU vs CWB dividend yield comparison.

Year	CGXU	CWB
2026	0.00%	0.58%
2025	5.31%	1.69%
2024	1.01%	1.85%
2023	0.99%	1.97%
2022	0.95%	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%