IBDW vs CGNG
Comparison between ISHARES IBONDS DEC 2031 TERM CORPORATE ETF (IBDW, ETF) and CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF SHARE CLASS (CGNG, ETF).
IBDW vs CGNG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBDW
$2.40B
CGNG
$2.40B
Expense Ratio
Winner
IBDW
0.10%
CGNG
0.64%
Max Drawdown
IBDW
26.72%
Winner
CGNG
16.13%
Sharpe Ratio
IBDW
0.40
Winner
CGNG
1.26
5Y Beta
Winner
IBDW
0.06
CGNG
0.89
IBDW vs CGNG - Historical Returns
Returns include dividend reinvestment.
1M
IBDW
+0.25%
Winner
CGNG
+2.02%
3M
IBDW
+0.69%
Winner
CGNG
+14.14%
6M
IBDW
+0.81%
Winner
CGNG
+15.78%
1Y
IBDW
+4.91%
Winner
CGNG
+30.18%
5Y(CAGR)
IBDW
+0.48%
CGNG
N/A
Max(CAGR)
IBDW
+0.48%
Winner
CGNG
+21.55%
IBDW vs CGNG - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | IBDW | CGNG |
|---|---|---|
| 2026 | +0.29% | +11.72% |
| 2025 | +8.86% | +29.31% |
| 2024 | +3.60% | -0.97% |
| 2023 | +8.47% | N/A |
| 2022 | -16.41% | N/A |
| 2021 | +0.36% | N/A |
IBDW vs CGNG Drawdown Comparison
The maximum drawdown for IBDW was -23.88%, occurring on Oct 20, 2022. Recovery took 1132 trading sessions.
The maximum drawdown for CGNG was -15.90%, occurring on Apr 8, 2025. Recovery took 148 trading sessions.
The current IBDW drawdown is -1.01%. The current CGNG drawdown is -3.09%.
| Rank | IBDW | CGNG |
|---|---|---|
| #1 | -23.88% Aug 3, 2021 - Feb 5, 2026 | -15.90% Oct 7, 2024 - May 12, 2025 |
| #2 | -2.42% Feb 23, 2026 - Mar 26, 2026 | -13.75% Feb 25, 2026 - May 5, 2026 |
| #3 | -0.79% Jul 8, 2021 - Jul 19, 2021 | -8.64% Jul 12, 2024 - Sep 19, 2024 |
| #4 | -0.59% Jul 19, 2021 - Jul 28, 2021 | -7.27% Jun 2, 2026 - Jun 10, 2026 |
| #5 | -0.19% Jul 28, 2021 - Aug 2, 2021 | -5.06% Oct 29, 2025 - Dec 24, 2025 |
| #6 | -0.19% Jun 30, 2021 - Jul 2, 2021 | -4.50% May 6, 2026 - May 26, 2026 |
| #7 | -0.17% Jun 24, 2021 - Jun 28, 2021 | -3.69% Oct 8, 2025 - Oct 20, 2025 |
| #8 | -0.12% Feb 10, 2026 - Feb 12, 2026 | -3.32% Jan 28, 2026 - Feb 9, 2026 |
| #9 | -0.07% Feb 17, 2026 - Feb 23, 2026 | -3.01% Jul 23, 2025 - Aug 12, 2025 |
| #10 | N/A | -2.41% Jun 11, 2025 - Jun 24, 2025 |
| #11 | N/A | -2.06% Jan 12, 2026 - Jan 23, 2026 |
| #12 | N/A | -1.53% Feb 11, 2026 - Feb 20, 2026 |
| #13 | N/A | -1.52% Aug 28, 2025 - Sep 5, 2025 |
| #14 | N/A | -1.39% Aug 13, 2025 - Aug 22, 2025 |
| #15 | N/A | -1.30% Oct 20, 2025 - Oct 27, 2025 |
Correlation
Correlation between IBDW and CGNG is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2021 - 2026)
IBDW vs CGNG dividend yield comparison.
| Year | IBDW | CGNG |
|---|---|---|
| 2026 | 1.98% | 0.00% |
| 2025 | 4.78% | 0.68% |
| 2024 | 5.00% | 0.27% |
| 2023 | 4.50% | 0.00% |
| 2022 | 3.70% | 0.00% |
| 2021 | 1.10% | 0.00% |
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