EAGG vs CGMS
Comparison between ISHARES ESG AWARE U.S. AGGREGATE BOND ETF (EAGG, ETF) and CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF SHARE CLASS (CGMS, ETF).
EAGG vs CGMS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EAGG
$4.80B
Winner
CGMS
$4.90B
Expense Ratio
Winner
EAGG
0.10%
CGMS
0.39%
Max Drawdown
EAGG
22.96%
Winner
CGMS
6.62%
Sharpe Ratio
EAGG
0.16
Winner
CGMS
0.75
5Y Beta
Winner
EAGG
0.04
CGMS
0.14
5Y Dividends CAGR
EAGG
18.22%
CGMS
N/A
EAGG vs CGMS - Historical Returns
Returns include dividend reinvestment.
1M
EAGG
-0.72%
Winner
CGMS
-0.39%
3M
EAGG
-1.30%
Winner
CGMS
+0.53%
6M
EAGG
+0.21%
Winner
CGMS
+1.63%
1Y
EAGG
+4.73%
Winner
CGMS
+6.39%
5Y(CAGR)
EAGG
-0.09%
CGMS
N/A
Max(CAGR)
EAGG
+2.01%
Winner
CGMS
+8.31%
EAGG vs CGMS - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | EAGG | CGMS |
|---|---|---|
| 2026 | -0.08% | +1.14% |
| 2025 | +7.09% | +7.67% |
| 2024 | +1.63% | +7.83% |
| 2023 | +4.92% | +11.26% |
| 2022 | -12.52% | +2.61% |
| 2021 | -1.26% | N/A |
| 2020 | +7.20% | N/A |
| 2019 | +8.51% | N/A |
| 2018 | +2.35% | N/A |
EAGG vs CGMS Drawdown Comparison
The maximum drawdown for EAGG was -18.75%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The maximum drawdown for CGMS was -4.08%, occurring on Apr 8, 2025. Recovery took 66 trading sessions.
The current EAGG drawdown is -3.17%. The current CGMS drawdown is -0.62%.
| Rank | EAGG | CGMS |
|---|---|---|
| #1 | -18.75% Aug 4, 2020 - Oct 20, 2022 | -4.08% Feb 28, 2025 - Jun 4, 2025 |
| #2 | -6.98% Mar 9, 2020 - Apr 23, 2020 | -3.79% Feb 2, 2023 - Jul 12, 2023 |
| #3 | -2.12% Sep 4, 2019 - Jan 21, 2020 | -3.63% Jul 13, 2023 - Nov 14, 2023 |
| #4 | -0.95% Apr 23, 2020 - May 20, 2020 | -2.47% Feb 19, 2026 - Apr 14, 2026 |
| #5 | -0.80% Jul 3, 2019 - Aug 1, 2019 | -2.35% Dec 13, 2022 - Jan 6, 2023 |
| #6 | -0.71% Mar 27, 2019 - May 7, 2019 | -1.92% Mar 27, 2024 - May 6, 2024 |
| #7 | -0.61% Jan 3, 2019 - Jan 30, 2019 | -1.62% Feb 1, 2024 - Mar 20, 2024 |
| #8 | -0.59% Feb 26, 2019 - Mar 7, 2019 | -1.61% Dec 10, 2024 - Jan 27, 2025 |
| #9 | -0.55% Jan 31, 2020 - Feb 18, 2020 | -1.61% Oct 1, 2024 - Nov 29, 2024 |
| #10 | -0.53% Jun 2, 2020 - Jun 10, 2020 | -1.39% Dec 27, 2023 - Jan 12, 2024 |
| #11 | -0.48% Oct 29, 2018 - Nov 19, 2018 | -1.26% Oct 28, 2022 - Nov 10, 2022 |
| #12 | -0.44% Aug 15, 2019 - Aug 23, 2019 | -1.09% Oct 28, 2025 - Nov 26, 2025 |
| #13 | -0.41% Jan 31, 2019 - Feb 8, 2019 | -1.09% May 6, 2026 - May 28, 2026 |
| #14 | -0.29% Feb 8, 2019 - Feb 19, 2019 | -0.84% Jul 23, 2024 - Jul 31, 2024 |
| #15 | -0.29% May 15, 2019 - May 23, 2019 | -0.81% May 15, 2024 - Jun 3, 2024 |
Correlation
Correlation between EAGG and CGMS is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2018 - 2026)
EAGG vs CGMS dividend yield comparison.
| Year | EAGG | CGMS |
|---|---|---|
| 2026 | 1.67% | 2.27% |
| 2025 | 3.91% | 6.00% |
| 2024 | 3.93% | 5.91% |
| 2023 | 3.24% | 5.84% |
| 2022 | 2.07% | 0.97% |
| 2021 | 1.09% | 0.00% |
| 2020 | 1.82% | 0.00% |
| 2019 | 3.17% | 0.00% |
| 2018 | 0.61% | 0.00% |
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