CGXU vs LMBS

Comparison between CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF SHARE CLASS (CGXU, ETF) and FIRST TRUST LOW DURATION OPPORTUNITIES ETF (LMBS, ETF).

CGXU vs LMBS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGXU(ETF)	LMBS(ETF)
Net Assets	$6.20B	$6.30B
Expense Ratio	0.54%	0.66%
Max Drawdown	25.92%	11.76%
Sharpe Ratio	1.41	1.06
5Y Beta	0.99	0.01
5Y Dividends CAGR	N/A	12.62%

Net Assets

CGXU

$6.20B

Winner

LMBS

$6.30B

Expense Ratio

Winner

CGXU

0.54%

LMBS

0.66%

Max Drawdown

CGXU

25.92%

Winner

LMBS

11.76%

Sharpe Ratio

Winner

CGXU

1.41

LMBS

1.06

5Y Beta

CGXU

0.99

Winner

LMBS

0.01

5Y Dividends CAGR

CGXU

N/A

LMBS

12.62%

CGXU vs LMBS - Historical Returns

Returns include dividend reinvestment.

Period	CGXU	LMBS
1 month	+5.51%	+0.23%
3 months	+18.53%	+0.61%
6 months	+21.50%	+1.67%
1 year	+36.66%	+5.69%
5 years(CAGR)	+10.60%	+3.04%
10 years(CAGR)	N/A	+2.69%
Max(CAGR)	+10.60%	+3.01%

Winner

CGXU

+5.51%

LMBS

+0.23%

Winner

CGXU

+18.53%

LMBS

+0.61%

Winner

CGXU

+21.50%

LMBS

+1.67%

Winner

CGXU

+36.66%

LMBS

+5.69%

5Y(CAGR)

Winner

CGXU

+10.60%

LMBS

+3.04%

10Y(CAGR)

CGXU

N/A

LMBS

+2.69%

Max(CAGR)

Winner

CGXU

+10.60%

LMBS

+3.01%

CGXU vs LMBS - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	CGXU	LMBS
2026	+15.28%	+1.49%
2025	+26.01%	+7.05%
2024	+5.92%	+5.30%
2023	+15.47%	+6.26%
2022	-14.34%	-2.97%
2021	N/A	-1.01%
2020	N/A	+1.60%
2019	N/A	+4.10%
2018	N/A	+1.50%
2017	N/A	+1.55%
2016	N/A	+6.56%
2015	N/A	+2.56%
2014	N/A	+1.57%

CGXU vs LMBS Drawdown Comparison

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

The maximum drawdown for LMBS was -6.49%, occurring on Oct 21, 2022. Recovery took 948 trading sessions.

The current CGXU drawdown is -2.73%. The current LMBS drawdown is -0.17%.

Rank	CGXU	LMBS
#1	-25.64% Apr 4, 2022 - Feb 22, 2024	-6.49% Mar 6, 2020 - Dec 11, 2023
#2	-21.63% Sep 26, 2024 - Jun 30, 2025	-1.85% Jan 6, 2015 - Mar 12, 2015
#3	-13.14% Feb 25, 2026 - May 6, 2026	-1.72% Apr 4, 2025 - Jun 11, 2025
#4	-12.15% Feb 25, 2022 - Apr 4, 2022	-1.52% Oct 1, 2024 - Feb 5, 2025
#5	-10.04% Jul 12, 2024 - Sep 26, 2024	-1.45% Mar 27, 2024 - May 15, 2024
#6	-7.51% Oct 29, 2025 - Jan 2, 2026	-1.43% Feb 27, 2026 - Mar 27, 2026
#7	-7.51% Jun 2, 2026 - Jun 10, 2026	-1.25% Aug 24, 2015 - Oct 6, 2015
#8	-4.61% Jul 23, 2025 - Aug 12, 2025	-0.97% Dec 4, 2014 - Dec 26, 2014
#9	-4.08% May 20, 2024 - Jul 10, 2024	-0.89% Apr 6, 2015 - May 7, 2015
#10	-3.95% Jan 27, 2026 - Feb 9, 2026	-0.86% Nov 4, 2016 - Apr 4, 2017
#11	-3.95% Apr 9, 2024 - May 3, 2024	-0.85% Feb 1, 2024 - Mar 6, 2024
#12	-3.91% May 8, 2026 - May 26, 2026	-0.81% Feb 18, 2016 - Mar 17, 2016
#13	-3.49% Oct 8, 2025 - Oct 20, 2025	-0.74% Mar 12, 2015 - Mar 20, 2015
#14	-2.37% Jan 12, 2026 - Jan 23, 2026	-0.74% May 15, 2024 - Jun 5, 2024
#15	-2.08% Oct 20, 2025 - Oct 27, 2025	-0.67% Jan 11, 2016 - Jan 20, 2016

Correlation

Correlation between CGXU and LMBS is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2014 - 2026)

CGXU vs LMBS dividend yield comparison.

Year	CGXU	LMBS
2026	0.00%	1.71%
2025	5.31%	4.08%
2024	1.01%	4.28%
2023	0.99%	3.96%
2022	0.95%	2.22%
2021	0.00%	2.04%
2020	0.00%	2.27%
2019	0.00%	2.55%
2018	0.00%	2.76%
2017	0.00%	2.73%
2016	0.00%	2.84%
2015	0.00%	3.03%
2014	0.00%	0.37%