DFSD vs CGBL
Comparison between DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD, ETF) and CAPITAL GROUP CORE BALANCED ETF SHARE CLASS (CGBL, ETF).
DFSD vs CGBL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFSD
$6.90B
Winner
CGBL
$7B
Expense Ratio
Winner
DFSD
0.16%
CGBL
0.33%
Max Drawdown
Winner
DFSD
9.85%
CGBL
12.01%
Sharpe Ratio
DFSD
-0.46
Winner
CGBL
1.11
5Y Beta
Winner
DFSD
0.04
CGBL
0.66
DFSD vs CGBL - Historical Returns
Returns include dividend reinvestment.
1M
DFSD
-0.17%
Winner
CGBL
+0.53%
3M
DFSD
+0.22%
Winner
CGBL
+2.80%
6M
DFSD
+0.37%
Winner
CGBL
+6.14%
1Y
DFSD
+2.90%
Winner
CGBL
+15.81%
5Y(CAGR)
DFSD
+2.50%
CGBL
N/A
Max(CAGR)
DFSD
+2.50%
Winner
CGBL
+18.12%
DFSD vs CGBL - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | DFSD | CGBL |
|---|---|---|
| 2026 | +0.87% | +8.26% |
| 2025 | +6.52% | +15.25% |
| 2024 | +4.53% | +17.28% |
| 2023 | +6.02% | +9.80% |
| 2022 | -5.69% | N/A |
| 2021 | -0.02% | N/A |
DFSD vs CGBL Drawdown Comparison
The maximum drawdown for DFSD was -8.45%, occurring on Oct 20, 2022. Recovery took 552 trading sessions.
The maximum drawdown for CGBL was -11.66%, occurring on Apr 8, 2025. Recovery took 80 trading sessions.
The current DFSD drawdown is -0.20%. The current CGBL drawdown is -0.10%.
| Rank | DFSD | CGBL |
|---|---|---|
| #1 | -8.45% Nov 18, 2021 - Feb 1, 2024 | -11.66% Feb 6, 2025 - Jun 3, 2025 |
| #2 | -1.47% Feb 27, 2026 - Jun 26, 2026 | -7.88% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -1.34% Apr 3, 2025 - Apr 28, 2025 | -5.93% Jul 16, 2024 - Aug 30, 2024 |
| #4 | -0.67% Oct 1, 2024 - Nov 29, 2024 | -4.38% Oct 11, 2023 - Nov 14, 2023 |
| #5 | -0.67% Dec 6, 2024 - Jan 27, 2025 | -3.82% Dec 16, 2024 - Jan 24, 2025 |
| #6 | -0.62% Jun 26, 2026 - Jul 23, 2026 | -3.78% Mar 28, 2024 - May 15, 2024 |
| #7 | -0.52% Apr 30, 2025 - May 27, 2025 | -3.57% Jun 2, 2026 - Jun 18, 2026 |
| #8 | -0.50% Mar 27, 2024 - May 3, 2024 | -3.57% Oct 28, 2025 - Dec 3, 2025 |
| #9 | -0.42% Feb 1, 2024 - Mar 5, 2024 | -3.12% Aug 30, 2024 - Sep 13, 2024 |
| #10 | -0.42% Feb 5, 2025 - Feb 21, 2025 | -2.95% Jul 6, 2026 - Aug 4, 2026 |
| #11 | -0.40% Jun 4, 2025 - Jun 12, 2025 | -2.59% Nov 8, 2024 - Dec 2, 2024 |
| #12 | -0.37% Oct 22, 2025 - Nov 21, 2025 | -2.48% May 14, 2026 - May 27, 2026 |
| #13 | -0.35% Nov 26, 2025 - Dec 16, 2025 | -2.18% Dec 11, 2025 - Dec 24, 2025 |
| #14 | -0.34% Mar 3, 2025 - Mar 19, 2025 | -2.17% Jan 28, 2026 - Feb 20, 2026 |
| #15 | -0.29% Jun 30, 2025 - Jul 21, 2025 | -2.09% Oct 18, 2024 - Nov 6, 2024 |
Correlation
Correlation between DFSD and CGBL is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2021 - 2026)
DFSD vs CGBL dividend yield comparison.
| Year | DFSD | CGBL |
|---|---|---|
| 2026 | 2.14% | 0.76% |
| 2025 | 4.12% | 1.98% |
| 2024 | 4.81% | 1.92% |
| 2023 | 3.89% | 0.48% |
| 2022 | 2.12% | 0.00% |
| 2021 | 0.11% | 0.00% |
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