SLYV vs CGMS
Comparison between SPDR(R) S & P 600 SMALL CAP VALUE ETF (SLYV, ETF) and CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF SHARE CLASS (CGMS, ETF).
SLYV vs CGMS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SLYV
$4.60B
Winner
CGMS
$4.70B
Expense Ratio
Winner
SLYV
0.15%
CGMS
0.39%
Max Drawdown
SLYV
63.11%
Winner
CGMS
6.62%
Sharpe Ratio
Winner
SLYV
1.54
CGMS
1.20
5Y Beta
SLYV
1.00
Winner
CGMS
0.14
P/E Ratio
SLYV
85.36
CGMS
N/A
Forward P/E
SLYV
13.13
CGMS
N/A
5Y Dividends CAGR
SLYV
12.15%
CGMS
N/A
5Y EPS CAGR
SLYV
5.95%
CGMS
N/A
Debt to Equity
SLYV
48.47%
CGMS
N/A
P/S Ratio
SLYV
0.87
CGMS
N/A
P/B Ratio
SLYV
1.51
CGMS
N/A
SLYV vs CGMS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SLYV
+2.14%
CGMS
+0.15%
3M
Winner
SLYV
+3.10%
CGMS
+0.25%
6M
Winner
SLYV
+13.80%
CGMS
+2.05%
1Y
Winner
SLYV
+31.16%
CGMS
+7.59%
5Y(CAGR)
SLYV
+6.57%
CGMS
N/A
10Y(CAGR)
SLYV
+10.25%
CGMS
N/A
Max(CAGR)
Winner
SLYV
+10.52%
CGMS
+8.50%
SLYV vs CGMS - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SLYV | CGMS |
|---|---|---|
| 2026 | +10.98% | +1.16% |
| 2025 | +6.95% | +7.67% |
| 2024 | +7.71% | +7.83% |
| 2023 | +14.75% | +11.26% |
| 2022 | -12.49% | +2.61% |
| 2021 | +32.09% | N/A |
| 2020 | +2.89% | N/A |
| 2019 | +22.93% | N/A |
| 2018 | -13.66% | N/A |
| 2017 | +10.65% | N/A |
| 2016 | +33.70% | N/A |
| 2015 | -6.11% | N/A |
| 2014 | +8.03% | N/A |
| 2013 | +36.44% | N/A |
| 2012 | +14.72% | N/A |
| 2011 | -3.60% | N/A |
| 2010 | +22.52% | N/A |
| 2009 | +34.31% | N/A |
| 2008 | -32.98% | N/A |
| 2007 | -4.23% | N/A |
| 2006 | +17.84% | N/A |
| 2005 | +7.43% | N/A |
| 2004 | +17.66% | N/A |
| 2003 | +40.39% | N/A |
| 2002 | -2.12% | N/A |
| 2001 | +15.20% | N/A |
| 2000 | +12.56% | N/A |
SLYV vs CGMS Drawdown Comparison
The maximum drawdown for SLYV was -61.18%, occurring on Mar 9, 2009. Recovery took 928 trading sessions.
The maximum drawdown for CGMS was -4.08%, occurring on Apr 8, 2025. Recovery took 66 trading sessions.
The current SLYV drawdown is -2.36%. The current CGMS drawdown is -0.36%.
| Rank | SLYV | CGMS |
|---|---|---|
| #1 | -61.18% Jun 4, 2007 - Feb 7, 2011 | -4.08% Feb 28, 2025 - Jun 4, 2025 |
| #2 | -47.71% Aug 22, 2018 - Jan 6, 2021 | -3.79% Feb 2, 2023 - Jul 12, 2023 |
| #3 | -28.68% Nov 25, 2024 - Dec 10, 2025 | -3.63% Jul 13, 2023 - Nov 14, 2023 |
| #4 | -27.05% May 3, 2002 - Jul 7, 2003 | -2.47% Feb 19, 2026 - Apr 14, 2026 |
| #5 | -26.79% Jul 7, 2011 - Feb 1, 2012 | -2.35% Dec 13, 2022 - Jan 6, 2023 |
| #6 | -24.16% Nov 5, 2021 - Jul 16, 2024 | -1.92% Mar 27, 2024 - May 6, 2024 |
| #7 | -20.29% Jun 23, 2015 - Jul 11, 2016 | -1.62% Feb 1, 2024 - Mar 20, 2024 |
| #8 | -18.33% Aug 21, 2001 - Dec 27, 2001 | -1.61% Dec 10, 2024 - Jan 27, 2025 |
| #9 | -13.92% Mar 26, 2012 - Sep 7, 2012 | -1.61% Oct 1, 2024 - Nov 29, 2024 |
| #10 | -12.61% Jun 8, 2021 - Nov 5, 2021 | -1.39% Dec 27, 2023 - Jan 12, 2024 |
| #11 | -12.54% Apr 2, 2004 - Nov 4, 2004 | -1.26% Oct 28, 2022 - Nov 10, 2022 |
| #12 | -11.21% Jul 3, 2014 - Nov 12, 2014 | -1.09% Oct 28, 2025 - Nov 26, 2025 |
| #13 | -10.95% Dec 31, 2004 - Jun 17, 2005 | -0.84% Jul 23, 2024 - Jul 31, 2024 |
| #14 | -10.41% Sep 14, 2012 - Jan 2, 2013 | -0.81% May 15, 2024 - Jun 3, 2024 |
| #15 | -10.20% Mar 12, 2021 - Jun 1, 2021 | -0.79% Sep 15, 2025 - Oct 15, 2025 |
Correlation
Correlation between SLYV and CGMS is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2000 - 2026)
SLYV vs CGMS dividend yield comparison.
| Year | SLYV | CGMS |
|---|---|---|
| 2026 | 0.41% | 1.74% |
| 2025 | 2.02% | 6.00% |
| 2024 | 2.30% | 5.91% |
| 2023 | 2.11% | 5.84% |
| 2022 | 1.47% | 0.97% |
| 2021 | 1.94% | 0.00% |
| 2020 | 1.40% | 0.00% |
| 2019 | 1.67% | 0.00% |
| 2018 | 2.14% | 0.00% |
| 2017 | 5.53% | 0.00% |
| 2016 | 2.18% | 0.00% |
| 2015 | 6.55% | 0.00% |
| 2014 | 7.50% | 0.00% |
| 2013 | 1.58% | 0.00% |
| 2012 | 2.01% | 0.00% |
| 2011 | 1.19% | 0.00% |
| 2010 | 1.99% | 0.00% |
| 2009 | 2.05% | 0.00% |
| 2008 | 3.74% | 0.00% |
| 2007 | 2.83% | 0.00% |
| 2006 | 2.22% | 0.00% |
| 2005 | 5.00% | 0.00% |
| 2004 | 5.85% | 0.00% |
| 2003 | 4.07% | 0.00% |
| 2002 | 3.55% | 0.00% |
| 2001 | 5.65% | 0.00% |
| 2000 | 0.79% | 0.00% |
Select Stocks to Compare
Popular: SLYV vs SPYCGMS vs SPY
More Comparisons
Compare with similar stocks