GUNR vs CGCP

Comparison between FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND (GUNR, ETF) and CAPITAL GROUP CORE PLUS INCOME ETF SHARE CLASS (CGCP, ETF).

GUNR vs CGCP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GUNR(ETF)	CGCP(ETF)
Net Assets	$7.50B	$7.60B
Expense Ratio	0.46%	0.34%
Max Drawdown	49.68%	18.47%
Sharpe Ratio	2.47	0.64
5Y Beta	0.56	0.07
5Y Dividends CAGR	5.36%	N/A

Net Assets

GUNR

$7.50B

Winner

CGCP

$7.60B

Expense Ratio

GUNR

0.46%

Winner

CGCP

0.34%

Max Drawdown

GUNR

49.68%

Winner

CGCP

18.47%

Sharpe Ratio

Winner

GUNR

2.47

CGCP

0.64

5Y Beta

GUNR

0.56

Winner

CGCP

0.07

5Y Dividends CAGR

GUNR

5.36%

CGCP

N/A

GUNR vs CGCP - Historical Returns

Returns include dividend reinvestment.

Period	GUNR	CGCP
1 month	-0.04%	-0.31%
3 months	+5.22%	-1.15%
6 months	+26.75%	+0.96%
1 year	+47.06%	+6.17%
5 years(CAGR)	+11.17%	+1.63%
10 years(CAGR)	+11.83%	N/A
Max(CAGR)	+6.74%	+1.63%

Winner

GUNR

-0.04%

CGCP

-0.31%

Winner

GUNR

+5.22%

CGCP

-1.15%

Winner

GUNR

+26.75%

CGCP

+0.96%

Winner

GUNR

+47.06%

CGCP

+6.17%

5Y(CAGR)

Winner

GUNR

+11.17%

CGCP

+1.63%

10Y(CAGR)

GUNR

+11.83%

CGCP

N/A

Max(CAGR)

Winner

GUNR

+6.74%

CGCP

+1.63%

GUNR vs CGCP - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	GUNR	CGCP
2026	+20.38%	+0.20%
2025	+29.00%	+7.34%
2024	-8.48%	+3.28%
2023	-0.79%	+6.83%
2022	+14.22%	-9.78%
2021	+23.80%	N/A
2020	+0.09%	N/A
2019	+18.20%	N/A
2018	-11.09%	N/A
2017	+17.38%	N/A
2016	+32.10%	N/A
2015	-24.58%	N/A
2014	-7.45%	N/A
2013	-3.62%	N/A
2012	+4.44%	N/A
2011	+0.55%	N/A

GUNR vs CGCP Drawdown Comparison

The maximum drawdown for GUNR was -45.72%, occurring on Jan 20, 2016. Recovery took 868 trading sessions.

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

The current GUNR drawdown is -0.04%. The current CGCP drawdown is -1.30%.

Rank	GUNR	CGCP
#1	-45.72% Jul 24, 2014 - Jan 3, 2018	-15.06% Mar 1, 2022 - Sep 5, 2024
#2	-43.04% Jan 2, 2020 - Dec 4, 2020	-4.24% Sep 16, 2024 - Jun 24, 2025
#3	-24.02% Apr 18, 2022 - Sep 11, 2025	-2.59% Feb 27, 2026 - Mar 27, 2026
#4	-18.56% May 21, 2018 - Dec 26, 2019	-1.07% Jul 1, 2025 - Jul 29, 2025
#5	-17.58% Feb 27, 2012 - Jan 29, 2013	-1.04% Oct 27, 2025 - Nov 26, 2025
#6	-15.68% Jan 29, 2013 - May 7, 2014	-0.78% Sep 16, 2025 - Oct 14, 2025
#7	-13.93% Oct 28, 2011 - Jan 27, 2012	-0.72% Nov 26, 2025 - Dec 29, 2025
#8	-11.23% Jun 2, 2021 - Oct 20, 2021	-0.53% Jan 14, 2026 - Feb 5, 2026
#9	-10.30% Sep 22, 2011 - Oct 12, 2011	-0.49% Aug 13, 2025 - Aug 22, 2025
#10	-10.19% Jan 26, 2018 - May 16, 2018	-0.35% Aug 28, 2025 - Sep 4, 2025
#11	-7.43% Jan 14, 2021 - Feb 16, 2021	-0.30% Sep 10, 2024 - Sep 16, 2024
#12	-7.09% Oct 20, 2021 - Dec 27, 2021	-0.27% Jul 29, 2025 - Aug 1, 2025
#13	-6.80% Mar 2, 2026 - Apr 7, 2026	-0.22% Aug 5, 2025 - Aug 13, 2025
#14	-5.92% Mar 12, 2021 - Apr 15, 2021	-0.22% Dec 30, 2025 - Jan 9, 2026
#15	-4.61% Mar 10, 2022 - Mar 21, 2022	-0.22% Feb 10, 2026 - Feb 12, 2026

Correlation

Correlation between GUNR and CGCP is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67

-101

Dividend Comparison (2011 - 2026)

GUNR vs CGCP dividend yield comparison.

Year	GUNR	CGCP
2026	0.35%	1.59%
2025	2.81%	5.10%
2024	3.39%	5.17%
2023	3.55%	4.98%
2022	4.12%	2.96%
2021	3.61%	0.00%
2020	2.79%	0.00%
2019	3.25%	0.00%
2018	3.27%	0.00%
2017	2.00%	0.00%
2016	1.73%	0.00%
2015	4.50%	0.00%
2014	2.80%	0.00%
2013	2.03%	0.00%
2012	1.03%	0.00%
2011	0.54%	0.00%