EFAV vs CGBL
Comparison between ISHARES MSCI EAFE MIN VOL FACTOR ETF (EFAV, ETF) and CAPITAL GROUP CORE BALANCED ETF SHARE CLASS (CGBL, ETF).
EFAV vs CGBL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EFAV
$5.30B
Winner
CGBL
$5.40B
Expense Ratio
Winner
EFAV
0.20%
CGBL
0.33%
Max Drawdown
EFAV
29.26%
Winner
CGBL
12.01%
Sharpe Ratio
EFAV
0.91
Winner
CGBL
1.74
5Y Beta
Winner
EFAV
0.31
CGBL
0.65
5Y Dividends CAGR
EFAV
5.97%
CGBL
N/A
EFAV vs CGBL - Historical Returns
Returns include dividend reinvestment.
1M
EFAV
-2.66%
Winner
CGBL
+4.63%
3M
EFAV
-1.22%
Winner
CGBL
+2.93%
6M
EFAV
+8.23%
Winner
CGBL
+9.13%
1Y
EFAV
+15.03%
Winner
CGBL
+21.83%
5Y(CAGR)
EFAV
+6.83%
CGBL
N/A
10Y(CAGR)
EFAV
+6.24%
CGBL
N/A
Max(CAGR)
EFAV
+7.06%
Winner
CGBL
+18.74%
EFAV vs CGBL - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | EFAV | CGBL |
|---|---|---|
| 2026 | +5.26% | +5.34% |
| 2025 | +26.40% | +15.25% |
| 2024 | +6.07% | +17.28% |
| 2023 | +11.62% | +9.80% |
| 2022 | -14.94% | N/A |
| 2021 | +6.72% | N/A |
| 2020 | -0.48% | N/A |
| 2019 | +16.95% | N/A |
| 2018 | -6.14% | N/A |
| 2017 | +22.12% | N/A |
| 2016 | -0.60% | N/A |
| 2015 | +8.41% | N/A |
| 2014 | +5.21% | N/A |
| 2013 | +14.45% | N/A |
| 2012 | +9.64% | N/A |
| 2011 | -0.77% | N/A |
EFAV vs CGBL Drawdown Comparison
The maximum drawdown for EFAV was -27.56%, occurring on Mar 23, 2020. Recovery took 246 trading sessions.
The maximum drawdown for CGBL was -11.66%, occurring on Apr 8, 2025. Recovery took 80 trading sessions.
The current EFAV drawdown is -3.85%.
| Rank | EFAV | CGBL |
|---|---|---|
| #1 | -27.56% Jan 17, 2020 - Jan 8, 2021 | -11.66% Feb 6, 2025 - Jun 3, 2025 |
| #2 | -27.44% Sep 3, 2021 - Jul 31, 2024 | -7.88% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -12.25% Jan 26, 2018 - Jun 20, 2019 | -5.93% Jul 16, 2024 - Aug 30, 2024 |
| #4 | -11.29% May 15, 2015 - Apr 18, 2016 | -4.38% Oct 11, 2023 - Nov 14, 2023 |
| #5 | -10.22% Sep 6, 2016 - Apr 24, 2017 | -3.82% Dec 16, 2024 - Jan 24, 2025 |
| #6 | -10.19% May 8, 2013 - Oct 17, 2013 | -3.78% Mar 28, 2024 - May 15, 2024 |
| #7 | -9.86% Apr 2, 2012 - Aug 3, 2012 | -3.57% Oct 28, 2025 - Dec 3, 2025 |
| #8 | -9.83% Oct 27, 2011 - Mar 1, 2012 | -3.12% Aug 30, 2024 - Sep 13, 2024 |
| #9 | -8.65% Sep 16, 2024 - Mar 3, 2025 | -2.59% Nov 8, 2024 - Dec 2, 2024 |
| #10 | -8.49% Jul 3, 2014 - Feb 5, 2015 | -2.18% Dec 11, 2025 - Dec 24, 2025 |
| #11 | -7.49% Mar 19, 2025 - Apr 15, 2025 | -2.17% Jan 28, 2026 - Feb 20, 2026 |
| #12 | -7.29% Apr 19, 2016 - Aug 11, 2016 | -2.09% Oct 18, 2024 - Nov 6, 2024 |
| #13 | -6.46% Feb 27, 2026 - Mar 20, 2026 | -2.00% Oct 8, 2025 - Oct 20, 2025 |
| #14 | -5.21% Oct 22, 2013 - Feb 18, 2014 | -1.90% May 15, 2024 - Jun 12, 2024 |
| #15 | -5.03% Jan 8, 2021 - Apr 15, 2021 | -1.80% Sep 28, 2023 - Oct 9, 2023 |
Correlation
Correlation between EFAV and CGBL is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2011 - 2026)
EFAV vs CGBL dividend yield comparison.
| Year | EFAV | CGBL |
|---|---|---|
| 2026 | 0.00% | 0.34% |
| 2025 | 3.20% | 1.98% |
| 2024 | 3.24% | 1.92% |
| 2023 | 3.08% | 0.48% |
| 2022 | 2.53% | 0.00% |
| 2021 | 2.47% | 0.00% |
| 2020 | 1.33% | 0.00% |
| 2019 | 4.19% | 0.00% |
| 2018 | 3.34% | 0.00% |
| 2017 | 2.45% | 0.00% |
| 2016 | 3.94% | 0.00% |
| 2015 | 2.49% | 0.00% |
| 2014 | 3.57% | 0.00% |
| 2013 | 2.53% | 0.00% |
| 2012 | 1.97% | 0.00% |
| 2011 | 0.46% | 0.00% |
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