COPX vs CGBL

Comparison between GLOBAL X COPPER MINERS ETF (COPX, ETF) and CAPITAL GROUP CORE BALANCED ETF SHARE CLASS (CGBL, ETF).

COPX vs CGBL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	COPX(ETF)	CGBL(ETF)
Net Assets	$7.30B	$7.20B
Expense Ratio	0.65%	0.33%
Max Drawdown	85.41%	12.01%
Sharpe Ratio	1.75	1.07
5Y Beta	1.47	0.65
5Y Dividends CAGR	28.31%	N/A

Net Assets

Winner

COPX

$7.30B

CGBL

$7.20B

Expense Ratio

COPX

0.65%

Winner

CGBL

0.33%

Max Drawdown

COPX

85.41%

Winner

CGBL

12.01%

Sharpe Ratio

Winner

COPX

1.75

CGBL

1.07

5Y Beta

COPX

1.47

Winner

CGBL

0.65

5Y Dividends CAGR

COPX

28.31%

CGBL

N/A

COPX vs CGBL - Historical Returns

Returns include dividend reinvestment.

Period	COPX	CGBL
1 month	+20.90%	+2.11%
3 months	+14.32%	+3.41%
6 months	+6.54%	+5.41%
1 year	+108.24%	+15.73%
5 years(CAGR)	+26.19%	N/A
10 years(CAGR)	+20.99%	N/A
Max(CAGR)	+7.04%	+17.88%

Winner

COPX

+20.90%

CGBL

+2.11%

Winner

COPX

+14.32%

CGBL

+3.41%

Winner

COPX

+6.54%

CGBL

+5.41%

Winner

COPX

+108.24%

CGBL

+15.73%

5Y(CAGR)

COPX

+26.19%

CGBL

N/A

10Y(CAGR)

COPX

+20.99%

CGBL

N/A

Max(CAGR)

COPX

+7.04%

Winner

CGBL

+17.88%

COPX vs CGBL - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	COPX	CGBL
2026	+29.91%	+8.37%
2025	+91.73%	+15.25%
2024	+4.40%	+17.28%
2023	+7.39%	+9.80%
2022	-0.34%	N/A
2021	+17.77%	N/A
2020	+48.76%	N/A
2019	+13.16%	N/A
2018	-33.02%	N/A
2017	+34.67%	N/A
2016	+75.40%	N/A
2015	-46.25%	N/A
2014	-19.27%	N/A
2013	-30.56%	N/A
2012	-0.43%	N/A
2011	-32.07%	N/A
2010	+36.20%	N/A

COPX vs CGBL Drawdown Comparison

The maximum drawdown for COPX was -83.13%, occurring on Jan 20, 2016. Recovery took 3272 trading sessions.

The maximum drawdown for CGBL was -11.66%, occurring on Apr 8, 2025. Recovery took 80 trading sessions.

The current COPX drawdown is -0.82%. The current CGBL drawdown is -0.91%.

Rank	COPX	CGBL
#1	-83.13% Apr 6, 2011 - Apr 9, 2024	-11.66% Feb 6, 2025 - Jun 3, 2025
#2	-39.71% May 20, 2024 - Sep 10, 2025	-7.88% Feb 25, 2026 - Apr 17, 2026
#3	-29.25% Apr 20, 2010 - Sep 20, 2010	-5.93% Jul 16, 2024 - Aug 30, 2024
#4	-27.82% Feb 27, 2026 - Mar 20, 2026	-4.38% Oct 11, 2023 - Nov 14, 2023
#5	-15.82% Feb 7, 2011 - Apr 5, 2011	-3.82% Dec 16, 2024 - Jan 24, 2025
#6	-13.71% Jan 29, 2026 - Feb 25, 2026	-3.78% Mar 28, 2024 - May 15, 2024
#7	-10.46% Oct 13, 2025 - Nov 28, 2025	-3.57% Jun 2, 2026 - Jun 18, 2026
#8	-9.10% Nov 11, 2010 - Dec 6, 2010	-3.57% Oct 28, 2025 - Dec 3, 2025
#9	-7.89% Jan 18, 2011 - Feb 7, 2011	-3.12% Aug 30, 2024 - Sep 13, 2024
#10	-6.75% Oct 13, 2010 - Nov 4, 2010	-2.95% Jul 6, 2026 - Aug 4, 2026
#11	-5.87% Jan 3, 2011 - Jan 18, 2011	-2.59% Nov 8, 2024 - Dec 2, 2024
#12	-5.72% Oct 8, 2025 - Oct 13, 2025	-2.48% May 14, 2026 - May 27, 2026
#13	-5.10% Apr 29, 2024 - May 13, 2024	-2.18% Dec 11, 2025 - Dec 24, 2025
#14	-4.99% Apr 9, 2024 - Apr 26, 2024	-2.17% Jan 28, 2026 - Feb 20, 2026
#15	-3.61% Dec 26, 2025 - Jan 5, 2026	-2.09% Oct 18, 2024 - Nov 6, 2024

Correlation

Correlation between COPX and CGBL is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2010 - 2026)

COPX vs CGBL dividend yield comparison.

Year	COPX	CGBL
2026	0.27%	0.76%
2025	2.68%	1.98%
2024	1.80%	1.92%
2023	2.39%	0.48%
2022	3.14%	0.00%
2021	1.48%	0.00%
2020	1.30%	0.00%
2019	1.37%	0.00%
2018	2.59%	0.00%
2017	1.57%	0.00%
2016	0.60%	0.00%
2015	1.20%	0.00%
2014	2.31%	0.00%
2013	0.71%	0.00%
2012	3.29%	0.00%
2011	7.06%	0.00%
2010	0.47%	0.00%