FDL vs CGCP

Comparison between FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND (FDL, ETF) and CAPITAL GROUP CORE PLUS INCOME ETF SHARE CLASS (CGCP, ETF).

FDL vs CGCP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FDL(ETF)	CGCP(ETF)
Net Assets	$7.50B	$7.60B
Expense Ratio	0.43%	0.34%
Max Drawdown	68.60%	18.47%
Sharpe Ratio	1.58	0.64
5Y Beta	0.42	0.07
P/E Ratio	15.66	N/A
Forward P/E	11.82	N/A
PEG Ratio	0.47	N/A
5Y Dividends CAGR	6.98%	N/A
5Y EPS CAGR	8.11%	N/A
Debt to Equity	-10.24%	N/A
P/S Ratio	1.37	N/A
P/B Ratio	2.02	N/A

Net Assets

FDL

$7.50B

Winner

CGCP

$7.60B

Expense Ratio

FDL

0.43%

Winner

CGCP

0.34%

Max Drawdown

FDL

68.60%

Winner

CGCP

18.47%

Sharpe Ratio

Winner

FDL

1.58

CGCP

0.64

5Y Beta

FDL

0.42

Winner

CGCP

0.07

P/E Ratio

FDL

15.66

CGCP

N/A

Forward P/E

FDL

11.82

CGCP

N/A

PEG Ratio

FDL

0.47

CGCP

N/A

5Y Dividends CAGR

FDL

6.98%

CGCP

N/A

5Y EPS CAGR

FDL

8.11%

CGCP

N/A

Debt to Equity

FDL

-10.24%

CGCP

N/A

P/S Ratio

FDL

1.37

CGCP

N/A

P/B Ratio

FDL

2.02

CGCP

N/A

FDL vs CGCP - Historical Returns

Returns include dividend reinvestment.

Period	FDL	CGCP
1 month	-0.72%	-0.31%
3 months	-2.08%	-1.15%
6 months	+15.43%	+0.96%
1 year	+24.27%	+6.17%
5 years(CAGR)	+12.17%	+1.63%
10 years(CAGR)	+11.26%	N/A
Max(CAGR)	+8.74%	+1.63%

FDL

-0.72%

Winner

CGCP

-0.31%

FDL

-2.08%

Winner

CGCP

-1.15%

Winner

FDL

+15.43%

CGCP

+0.96%

Winner

FDL

+24.27%

CGCP

+6.17%

5Y(CAGR)

Winner

FDL

+12.17%

CGCP

+1.63%

10Y(CAGR)

FDL

+11.26%

CGCP

N/A

Max(CAGR)

Winner

FDL

+8.74%

CGCP

+1.63%

FDL vs CGCP - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	FDL	CGCP
2026	+11.34%	+0.20%
2025	+14.75%	+7.34%
2024	+16.15%	+3.28%
2023	+3.12%	+6.83%
2022	+6.12%	-9.78%
2021	+27.30%	N/A
2020	-4.69%	N/A
2019	+23.95%	N/A
2018	-6.43%	N/A
2017	+11.08%	N/A
2016	+21.68%	N/A
2015	+2.54%	N/A
2014	+14.35%	N/A
2013	+20.24%	N/A
2012	+9.29%	N/A
2011	+13.63%	N/A
2010	+15.25%	N/A
2009	+11.95%	N/A
2008	-29.98%	N/A
2007	-11.29%	N/A
2006	+18.40%	N/A

FDL vs CGCP Drawdown Comparison

The maximum drawdown for FDL was -65.91%, occurring on Mar 5, 2009. Recovery took 1446 trading sessions.

The maximum drawdown for CGCP was -15.06%, occurring on Oct 20, 2022. Recovery took 632 trading sessions.

The current FDL drawdown is -2.80%. The current CGCP drawdown is -1.30%.

Rank	FDL	CGCP
#1	-65.91% May 22, 2007 - Feb 19, 2013	-15.06% Mar 1, 2022 - Sep 5, 2024
#2	-41.40% Dec 23, 2019 - Feb 22, 2021	-4.24% Sep 16, 2024 - Jun 24, 2025
#3	-16.45% May 27, 2022 - Feb 1, 2023	-2.59% Feb 27, 2026 - Mar 27, 2026
#4	-14.67% Feb 13, 2023 - Jan 5, 2024	-1.07% Jul 1, 2025 - Jul 29, 2025
#5	-13.30% Jan 26, 2018 - Mar 13, 2019	-1.04% Oct 27, 2025 - Nov 26, 2025
#6	-12.24% Feb 28, 2025 - Jul 2, 2025	-0.78% Sep 16, 2025 - Oct 14, 2025
#7	-11.18% Jan 22, 2015 - Oct 22, 2015	-0.72% Nov 26, 2025 - Dec 29, 2025
#8	-8.90% Nov 29, 2024 - Feb 20, 2025	-0.53% Jan 14, 2026 - Feb 5, 2026
#9	-7.05% Jul 26, 2019 - Sep 11, 2019	-0.49% Aug 13, 2025 - Aug 22, 2025
#10	-6.20% May 10, 2021 - Dec 15, 2021	-0.35% Aug 28, 2025 - Sep 4, 2025
#11	-6.06% May 15, 2013 - Jul 23, 2013	-0.30% Sep 10, 2024 - Sep 16, 2024
#12	-5.82% Dec 29, 2015 - Feb 16, 2016	-0.27% Jul 29, 2025 - Aug 1, 2025
#13	-5.82% Apr 20, 2022 - May 26, 2022	-0.22% Aug 5, 2025 - Aug 13, 2025
#14	-5.55% Feb 20, 2007 - Apr 16, 2007	-0.22% Dec 30, 2025 - Jan 9, 2026
#15	-5.46% Mar 28, 2024 - May 13, 2024	-0.22% Feb 10, 2026 - Feb 12, 2026

Correlation

Correlation between FDL and CGCP is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2006 - 2026)

FDL vs CGCP dividend yield comparison.

Year	FDL	CGCP
2026	0.81%	1.59%
2025	4.04%	5.10%
2024	4.96%	5.17%
2023	4.58%	4.98%
2022	3.58%	2.96%
2021	4.59%	0.00%
2020	4.48%	0.00%
2019	3.75%	0.00%
2018	3.97%	0.00%
2017	3.18%	0.00%
2016	2.93%	0.00%
2015	3.65%	0.00%
2014	3.35%	0.00%
2013	3.13%	0.00%
2012	3.84%	0.00%
2011	3.47%	0.00%
2010	3.62%	0.00%
2009	4.01%	0.00%
2008	6.10%	0.00%
2007	4.38%	0.00%
2006	2.55%	0.00%