IWL vs CGSD
Comparison between ISHARES RUSSELL TOP 200 ETF (IWL, ETF) and CAPITAL GROUP SHORT DURATION INCOME ETF SHARE CLASS (CGSD, ETF).
IWL vs CGSD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWL
$2.20B
Winner
CGSD
$2.30B
Expense Ratio
Winner
IWL
0.15%
CGSD
0.25%
Max Drawdown
IWL
32.71%
Winner
CGSD
2.93%
Sharpe Ratio
Winner
IWL
1.50
CGSD
0.31
5Y Beta
IWL
0.99
Winner
CGSD
0.01
P/E Ratio
IWL
28.04
CGSD
N/A
Forward P/E
IWL
22.13
CGSD
N/A
PEG Ratio
IWL
0.52
CGSD
N/A
5Y Dividends CAGR
IWL
5.56%
CGSD
N/A
5Y EPS CAGR
IWL
27.38%
CGSD
N/A
Debt to Equity
IWL
11.78%
CGSD
N/A
P/S Ratio
IWL
4.41
CGSD
N/A
P/B Ratio
IWL
6.14
CGSD
N/A
IWL vs CGSD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWL
+1.65%
CGSD
+0.51%
3M
Winner
IWL
+12.99%
CGSD
+0.70%
6M
Winner
IWL
+10.53%
CGSD
+1.19%
1Y
Winner
IWL
+26.59%
CGSD
+4.32%
5Y(CAGR)
IWL
+14.41%
CGSD
N/A
10Y(CAGR)
IWL
+16.48%
CGSD
N/A
Max(CAGR)
Winner
IWL
+14.81%
CGSD
+5.19%
IWL vs CGSD - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | IWL | CGSD |
|---|---|---|
| 2026 | +9.77% | +0.99% |
| 2025 | +19.23% | +6.15% |
| 2024 | +27.94% | +5.38% |
| 2023 | +30.35% | +4.94% |
| 2022 | -20.56% | +1.32% |
| 2021 | +29.44% | N/A |
| 2020 | +20.82% | N/A |
| 2019 | +31.47% | N/A |
| 2018 | -3.75% | N/A |
| 2017 | +22.10% | N/A |
| 2016 | +12.98% | N/A |
| 2015 | +2.73% | N/A |
| 2014 | +15.28% | N/A |
| 2013 | +28.75% | N/A |
| 2012 | +15.54% | N/A |
| 2011 | +1.51% | N/A |
| 2010 | +10.16% | N/A |
| 2009 | +6.19% | N/A |
IWL vs CGSD Drawdown Comparison
The maximum drawdown for IWL was -32.71%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The maximum drawdown for CGSD was -1.75%, occurring on Jul 6, 2023. Recovery took 126 trading sessions.
The current IWL drawdown is -1.04%.
| Rank | IWL | CGSD |
|---|---|---|
| #1 | -32.71% Feb 19, 2020 - Aug 3, 2020 | -1.75% May 4, 2023 - Nov 2, 2023 |
| #2 | -25.64% Jan 3, 2022 - Dec 11, 2023 | -1.42% Feb 2, 2023 - Mar 13, 2023 |
| #3 | -19.31% Oct 2, 2018 - Apr 22, 2019 | -1.11% Feb 27, 2026 - May 29, 2026 |
| #4 | -19.15% Feb 19, 2025 - Jun 26, 2025 | -0.90% Feb 1, 2024 - Mar 21, 2024 |
| #5 | -17.77% May 2, 2011 - Feb 3, 2012 | -0.75% Sep 24, 2024 - Dec 4, 2024 |
| #6 | -15.37% Apr 15, 2010 - Nov 5, 2010 | -0.73% Apr 3, 2025 - Apr 28, 2025 |
| #7 | -12.41% Jul 20, 2015 - Apr 20, 2016 | -0.70% Apr 4, 2023 - May 3, 2023 |
| #8 | -10.06% Jan 26, 2018 - Jul 25, 2018 | -0.68% Mar 24, 2023 - Apr 4, 2023 |
| #9 | -10.01% Sep 2, 2020 - Nov 16, 2020 | -0.63% Mar 21, 2024 - May 3, 2024 |
| #10 | -9.83% Jan 12, 2026 - Apr 15, 2026 | -0.60% Oct 27, 2022 - Nov 10, 2022 |
| #11 | -9.42% Apr 2, 2012 - Aug 15, 2012 | -0.41% Mar 17, 2023 - Mar 22, 2023 |
| #12 | -9.04% Jul 10, 2024 - Sep 19, 2024 | -0.39% May 15, 2024 - Jun 3, 2024 |
| #13 | -7.73% Jan 19, 2010 - Mar 17, 2010 | -0.39% Jan 12, 2024 - Jan 31, 2024 |
| #14 | -7.69% Oct 4, 2012 - Jan 4, 2013 | -0.36% Mar 13, 2023 - Mar 15, 2023 |
| #15 | -7.39% Sep 19, 2014 - Oct 31, 2014 | -0.35% Dec 6, 2024 - Dec 30, 2024 |
Correlation
Correlation between IWL and CGSD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2009 - 2026)
IWL vs CGSD dividend yield comparison.
| Year | IWL | CGSD |
|---|---|---|
| 2026 | 0.40% | 1.73% |
| 2025 | 0.90% | 4.48% |
| 2024 | 1.04% | 4.57% |
| 2023 | 1.30% | 4.43% |
| 2022 | 1.54% | 0.64% |
| 2021 | 1.12% | 0.00% |
| 2020 | 1.30% | 0.00% |
| 2019 | 1.96% | 0.00% |
| 2018 | 1.93% | 0.00% |
| 2017 | 1.69% | 0.00% |
| 2016 | 1.96% | 0.00% |
| 2015 | 2.14% | 0.00% |
| 2014 | 1.68% | 0.00% |
| 2013 | 1.82% | 0.00% |
| 2012 | 3.65% | 0.00% |
| 2011 | 1.91% | 0.00% |
| 2010 | 1.64% | 0.00% |
| 2009 | 0.59% | 0.00% |
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