DSI vs CGCB
Comparison between ISHARES ESG MSCI KLD 400 ETF (DSI, ETF) and CAPITAL GROUP CORE BOND ETF SHARE CLASS (CGCB, ETF).
DSI vs CGCB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DSI
$5.40B
Winner
CGCB
$5.60B
Expense Ratio
Winner
DSI
0.25%
CGCB
0.27%
Max Drawdown
DSI
55.08%
Winner
CGCB
6.57%
Sharpe Ratio
Winner
DSI
1.25
CGCB
0.11
5Y Beta
DSI
1.02
Winner
CGCB
0.03
P/E Ratio
DSI
29.48
CGCB
N/A
Forward P/E
DSI
22.21
CGCB
N/A
PEG Ratio
DSI
0.27
CGCB
N/A
5Y Dividends CAGR
DSI
8.24%
CGCB
N/A
5Y EPS CAGR
DSI
28.72%
CGCB
N/A
Debt to Equity
DSI
19.64%
CGCB
N/A
P/S Ratio
DSI
3.75
CGCB
N/A
P/B Ratio
DSI
6.23
CGCB
N/A
DSI vs CGCB - Historical Returns
Returns include dividend reinvestment.
1M
DSI
-0.51%
Winner
CGCB
-0.50%
3M
Winner
DSI
+7.78%
CGCB
-0.34%
6M
Winner
DSI
+8.57%
CGCB
+0.04%
1Y
Winner
DSI
+21.03%
CGCB
+4.25%
5Y(CAGR)
DSI
+12.45%
CGCB
N/A
10Y(CAGR)
DSI
+14.97%
CGCB
N/A
Max(CAGR)
Winner
DSI
+10.67%
CGCB
+5.57%
DSI vs CGCB - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DSI | CGCB |
|---|---|---|
| 2026 | +10.25% | +0.27% |
| 2025 | +18.27% | +7.28% |
| 2024 | +23.16% | +1.88% |
| 2023 | +28.81% | +6.80% |
| 2022 | -22.06% | N/A |
| 2021 | +33.05% | N/A |
| 2020 | +19.83% | N/A |
| 2019 | +31.24% | N/A |
| 2018 | -4.65% | N/A |
| 2017 | +19.92% | N/A |
| 2016 | +12.30% | N/A |
| 2015 | +0.37% | N/A |
| 2014 | +13.49% | N/A |
| 2013 | +32.39% | N/A |
| 2012 | +11.24% | N/A |
| 2011 | +0.54% | N/A |
| 2010 | +9.95% | N/A |
| 2009 | +27.31% | N/A |
| 2008 | -33.72% | N/A |
| 2007 | +3.37% | N/A |
| 2006 | +1.39% | N/A |
DSI vs CGCB Drawdown Comparison
The maximum drawdown for DSI was -54.23%, occurring on Mar 6, 2009. Recovery took 1117 trading sessions.
The maximum drawdown for CGCB was -5.17%, occurring on Jan 13, 2025. Recovery took 219 trading sessions.
The current DSI drawdown is -1.86%. The current CGCB drawdown is -1.75%.
| Rank | DSI | CGCB |
|---|---|---|
| #1 | -54.23% Oct 11, 2007 - Mar 19, 2012 | -5.17% Sep 16, 2024 - Aug 1, 2025 |
| #2 | -34.10% Feb 19, 2020 - Aug 12, 2020 | -3.96% Dec 27, 2023 - Jul 11, 2024 |
| #3 | -28.35% Dec 29, 2021 - Dec 26, 2023 | -2.98% Feb 27, 2026 - May 19, 2026 |
| #4 | -20.57% Jan 23, 2025 - Jun 27, 2025 | -2.50% Oct 11, 2023 - Nov 3, 2023 |
| #5 | -18.31% Sep 20, 2018 - Apr 1, 2019 | -1.54% Sep 29, 2023 - Oct 11, 2023 |
| #6 | -13.12% May 21, 2015 - Apr 18, 2016 | -1.16% Aug 5, 2024 - Aug 20, 2024 |
| #7 | -11.05% Jan 28, 2026 - Apr 17, 2026 | -1.14% Nov 26, 2025 - Feb 5, 2026 |
| #8 | -10.30% Jan 26, 2018 - Jul 25, 2018 | -0.90% Oct 21, 2025 - Nov 26, 2025 |
| #9 | -10.08% Apr 2, 2012 - Sep 6, 2012 | -0.78% Sep 11, 2025 - Oct 10, 2025 |
| #10 | -9.61% Jul 13, 2007 - Oct 5, 2007 | -0.76% Jul 17, 2024 - Jul 29, 2024 |
| #11 | -9.49% Sep 2, 2020 - Nov 13, 2020 | -0.61% Nov 8, 2023 - Nov 14, 2023 |
| #12 | -9.17% Jul 16, 2024 - Sep 19, 2024 | -0.61% Aug 13, 2025 - Aug 27, 2025 |
| #13 | -7.33% Sep 18, 2014 - Oct 31, 2014 | -0.54% Aug 23, 2024 - Sep 4, 2024 |
| #14 | -6.99% Apr 29, 2019 - Jun 20, 2019 | -0.45% Aug 21, 2024 - Aug 23, 2024 |
| #15 | -6.49% Mar 28, 2024 - May 15, 2024 | -0.44% Dec 14, 2023 - Dec 20, 2023 |
Correlation
Correlation between DSI and CGCB is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2006 - 2026)
DSI vs CGCB dividend yield comparison.
| Year | DSI | CGCB |
|---|---|---|
| 2026 | 0.42% | 1.93% |
| 2025 | 0.92% | 4.22% |
| 2024 | 1.03% | 3.99% |
| 2023 | 1.19% | 0.95% |
| 2022 | 1.39% | 0.00% |
| 2021 | 0.99% | 0.00% |
| 2020 | 1.22% | 0.00% |
| 2019 | 1.40% | 0.00% |
| 2018 | 1.63% | 0.00% |
| 2017 | 1.28% | 0.00% |
| 2016 | 1.51% | 0.00% |
| 2015 | 1.46% | 0.00% |
| 2014 | 1.26% | 0.00% |
| 2013 | 1.27% | 0.00% |
| 2012 | 1.74% | 0.00% |
| 2011 | 1.47% | 0.00% |
| 2010 | 1.33% | 0.00% |
| 2009 | 1.35% | 0.00% |
| 2008 | 1.96% | 0.00% |
| 2007 | 1.20% | 0.00% |
| 2006 | 0.20% | 0.00% |
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