SHLD vs CGBL
Comparison between GLOBAL X DEFENSE TECH ETF (SHLD, ETF) and CAPITAL GROUP CORE BALANCED ETF SHARE CLASS (CGBL, ETF).
SHLD vs CGBL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SHLD
$6.90B
Winner
CGBL
$7B
Expense Ratio
SHLD
0.50%
Winner
CGBL
0.33%
Max Drawdown
SHLD
25.40%
Winner
CGBL
12.01%
Sharpe Ratio
SHLD
-0.04
Winner
CGBL
0.95
5Y Beta
SHLD
0.67
Winner
CGBL
0.66
P/E Ratio
SHLD
31.68
CGBL
N/A
Forward P/E
SHLD
23.67
CGBL
N/A
PEG Ratio
SHLD
0.60
CGBL
N/A
5Y EPS CAGR
SHLD
4.30%
CGBL
N/A
Debt to Equity
SHLD
68.27%
CGBL
N/A
P/S Ratio
SHLD
2.21
CGBL
N/A
P/B Ratio
SHLD
4.61
CGBL
N/A
SHLD vs CGBL - Historical Returns
Returns include dividend reinvestment.
1M
SHLD
-5.61%
Winner
CGBL
-0.93%
3M
SHLD
-17.86%
Winner
CGBL
+1.47%
6M
SHLD
-22.67%
Winner
CGBL
+3.33%
1Y
SHLD
-1.74%
Winner
CGBL
+12.50%
Max(CAGR)
Winner
SHLD
+37.44%
CGBL
+17.41%
SHLD vs CGBL - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | SHLD | CGBL |
|---|---|---|
| 2026 | -9.30% | +5.48% |
| 2025 | +74.68% | +15.25% |
| 2024 | +35.09% | +17.28% |
| 2023 | +12.89% | +9.80% |
SHLD vs CGBL Drawdown Comparison
The maximum drawdown for SHLD was -25.40%, occurring on Jun 25, 2026. This drawdown has not yet recovered.
The maximum drawdown for CGBL was -11.66%, occurring on Apr 8, 2025. Recovery took 80 trading sessions.
The current SHLD drawdown is -22.78%. The current CGBL drawdown is -2.05%.
| Rank | SHLD | CGBL |
|---|---|---|
| #1 | -25.40% Mar 9, 2026 - Jun 25, 2026 | -11.66% Feb 6, 2025 - Jun 3, 2025 |
| #2 | -15.06% Oct 8, 2025 - Jan 8, 2026 | -7.88% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -10.92% Nov 11, 2024 - Feb 18, 2025 | -5.93% Jul 16, 2024 - Aug 30, 2024 |
| #4 | -10.53% Mar 18, 2025 - Apr 11, 2025 | -4.38% Oct 11, 2023 - Nov 14, 2023 |
| #5 | -8.91% Jan 16, 2026 - Mar 9, 2026 | -3.82% Dec 16, 2024 - Jan 24, 2025 |
| #6 | -5.42% Sep 18, 2023 - Oct 9, 2023 | -3.78% Mar 28, 2024 - May 15, 2024 |
| #7 | -5.39% Aug 6, 2025 - Sep 10, 2025 | -3.57% Jun 2, 2026 - Jun 18, 2026 |
| #8 | -4.96% Apr 8, 2024 - May 9, 2024 | -3.57% Oct 28, 2025 - Dec 3, 2025 |
| #9 | -4.52% Aug 30, 2024 - Oct 1, 2024 | -3.12% Aug 30, 2024 - Sep 13, 2024 |
| #10 | -4.49% Oct 18, 2024 - Nov 6, 2024 | -2.59% Nov 8, 2024 - Dec 2, 2024 |
| #11 | -4.17% May 31, 2024 - Jul 15, 2024 | -2.48% May 14, 2026 - May 27, 2026 |
| #12 | -3.79% Feb 18, 2025 - Mar 3, 2025 | -2.18% Dec 11, 2025 - Dec 24, 2025 |
| #13 | -3.62% May 8, 2025 - May 16, 2025 | -2.17% Jan 28, 2026 - Feb 20, 2026 |
| #14 | -3.55% Jul 31, 2024 - Aug 9, 2024 | -2.09% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -3.15% Oct 16, 2023 - Nov 2, 2023 | -2.05% Jul 6, 2026 - Jul 17, 2026 |
Correlation
Correlation between SHLD and CGBL is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2023 - 2026)
SHLD vs CGBL dividend yield comparison.
| Year | SHLD | CGBL |
|---|---|---|
| 2026 | 0.31% | 0.78% |
| 2025 | 0.55% | 1.98% |
| 2024 | 0.53% | 1.92% |
| 2023 | 0.26% | 0.48% |
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