ESGE vs CGBL
Comparison between ISHARES ESG AWARE MSCI EM ETF (ESGE, ETF) and CAPITAL GROUP CORE BALANCED ETF SHARE CLASS (CGBL, ETF).
ESGE vs CGBL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ESGE
$6.90B
Winner
CGBL
$7B
Expense Ratio
Winner
ESGE
0.25%
CGBL
0.33%
Max Drawdown
ESGE
43.02%
Winner
CGBL
12.01%
Sharpe Ratio
Winner
ESGE
1.16
CGBL
0.95
5Y Beta
ESGE
0.87
Winner
CGBL
0.66
5Y Dividends CAGR
ESGE
14.19%
CGBL
N/A
ESGE vs CGBL - Historical Returns
Returns include dividend reinvestment.
1M
ESGE
-7.40%
Winner
CGBL
-0.93%
3M
ESGE
+0.50%
Winner
CGBL
+1.47%
6M
Winner
ESGE
+9.58%
CGBL
+3.33%
1Y
Winner
ESGE
+30.09%
CGBL
+12.50%
5Y(CAGR)
ESGE
+5.69%
CGBL
N/A
10Y(CAGR)
ESGE
+8.76%
CGBL
N/A
Max(CAGR)
ESGE
+8.76%
Winner
CGBL
+17.41%
ESGE vs CGBL - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | ESGE | CGBL |
|---|---|---|
| 2026 | +12.64% | +5.48% |
| 2025 | +36.02% | +15.25% |
| 2024 | +8.19% | +17.28% |
| 2023 | +8.71% | +9.80% |
| 2022 | -22.85% | N/A |
| 2021 | -3.53% | N/A |
| 2020 | +16.63% | N/A |
| 2019 | +20.03% | N/A |
| 2018 | -16.97% | N/A |
| 2017 | +38.88% | N/A |
| 2016 | -0.73% | N/A |
ESGE vs CGBL Drawdown Comparison
The maximum drawdown for ESGE was -41.04%, occurring on Oct 24, 2022. Recovery took 1147 trading sessions.
The maximum drawdown for CGBL was -11.66%, occurring on Apr 8, 2025. Recovery took 80 trading sessions.
The current ESGE drawdown is -10.53%. The current CGBL drawdown is -2.05%.
| Rank | ESGE | CGBL |
|---|---|---|
| #1 | -41.04% Feb 17, 2021 - Sep 11, 2025 | -11.66% Feb 6, 2025 - Jun 3, 2025 |
| #2 | -36.60% Jan 26, 2018 - Nov 5, 2020 | -7.88% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -13.90% Feb 25, 2026 - Apr 17, 2026 | -5.93% Jul 16, 2024 - Aug 30, 2024 |
| #4 | -10.53% Jun 22, 2026 - Jul 17, 2026 | -4.38% Oct 11, 2023 - Nov 14, 2023 |
| #5 | -9.86% Sep 7, 2016 - Feb 10, 2017 | -3.82% Dec 16, 2024 - Jan 24, 2025 |
| #6 | -8.66% Jun 2, 2026 - Jun 18, 2026 | -3.78% Mar 28, 2024 - May 15, 2024 |
| #7 | -5.49% Jan 21, 2021 - Feb 9, 2021 | -3.57% Jun 2, 2026 - Jun 18, 2026 |
| #8 | -5.46% May 8, 2026 - May 26, 2026 | -3.57% Oct 28, 2025 - Dec 3, 2025 |
| #9 | -4.97% Nov 22, 2017 - Dec 29, 2017 | -3.12% Aug 30, 2024 - Sep 13, 2024 |
| #10 | -4.75% Oct 29, 2025 - Jan 2, 2026 | -2.59% Nov 8, 2024 - Dec 2, 2024 |
| #11 | -4.72% Oct 8, 2025 - Oct 20, 2025 | -2.48% May 14, 2026 - May 27, 2026 |
| #12 | -3.63% Jan 28, 2026 - Feb 10, 2026 | -2.18% Dec 11, 2025 - Dec 24, 2025 |
| #13 | -2.99% May 16, 2017 - May 26, 2017 | -2.17% Jan 28, 2026 - Feb 20, 2026 |
| #14 | -2.97% Sep 19, 2017 - Oct 5, 2017 | -2.09% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -2.91% Aug 8, 2017 - Aug 22, 2017 | -2.05% Jul 6, 2026 - Jul 17, 2026 |
Correlation
Correlation between ESGE and CGBL is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2016 - 2026)
ESGE vs CGBL dividend yield comparison.
| Year | ESGE | CGBL |
|---|---|---|
| 2026 | 0.79% | 0.78% |
| 2025 | 2.50% | 1.98% |
| 2024 | 2.41% | 1.92% |
| 2023 | 2.65% | 0.48% |
| 2022 | 2.68% | 0.00% |
| 2021 | 2.66% | 0.00% |
| 2020 | 1.31% | 0.00% |
| 2019 | 2.59% | 0.00% |
| 2018 | 2.19% | 0.00% |
| 2017 | 1.86% | 0.00% |
| 2016 | 0.27% | 0.00% |
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