SPLV vs CGBL

Comparison between INVESCO S&P 500 LOW VOLATILITY ETF (SPLV, ETF) and CAPITAL GROUP CORE BALANCED ETF SHARE CLASS (CGBL, ETF).

SPLV vs CGBL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPLV(ETF)	CGBL(ETF)
Net Assets	$7.20B	$7.20B
Expense Ratio	0.25%	0.33%
Max Drawdown	36.56%	12.01%
Sharpe Ratio	-0.01	1.07
5Y Beta	0.30	0.65
P/E Ratio	20.55	N/A
Forward P/E	20.66	N/A
PEG Ratio	0.73	N/A
5Y Dividends CAGR	10.26%	N/A
5Y EPS CAGR	11.77%	N/A
Debt to Equity	29.48%	N/A
P/S Ratio	3.45	N/A
P/B Ratio	2.81	N/A

Net Assets

SPLV

$7.20B

CGBL

$7.20B

Expense Ratio

Winner

SPLV

0.25%

CGBL

0.33%

Max Drawdown

SPLV

36.56%

Winner

CGBL

12.01%

Sharpe Ratio

SPLV

-0.01

Winner

CGBL

1.07

5Y Beta

Winner

SPLV

0.30

CGBL

0.65

P/E Ratio

SPLV

20.55

CGBL

N/A

Forward P/E

SPLV

20.66

CGBL

N/A

PEG Ratio

SPLV

0.73

CGBL

N/A

5Y Dividends CAGR

SPLV

10.26%

CGBL

N/A

5Y EPS CAGR

SPLV

11.77%

CGBL

N/A

Debt to Equity

SPLV

29.48%

CGBL

N/A

P/S Ratio

SPLV

3.45

CGBL

N/A

P/B Ratio

SPLV

2.81

CGBL

N/A

SPLV vs CGBL - Historical Returns

Returns include dividend reinvestment.

Period	SPLV	CGBL
1 month	-0.55%	+2.11%
3 months	+2.58%	+3.41%
6 months	+0.27%	+5.41%
1 year	+3.70%	+15.73%
5 years(CAGR)	+5.36%	N/A
10 years(CAGR)	+8.18%	N/A
Max(CAGR)	+10.04%	+17.88%

SPLV

-0.55%

Winner

CGBL

+2.11%

SPLV

+2.58%

Winner

CGBL

+3.41%

SPLV

+0.27%

Winner

CGBL

+5.41%

SPLV

+3.70%

Winner

CGBL

+15.73%

5Y(CAGR)

SPLV

+5.36%

CGBL

N/A

10Y(CAGR)

SPLV

+8.18%

CGBL

N/A

Max(CAGR)

SPLV

+10.04%

Winner

CGBL

+17.88%

SPLV vs CGBL - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	SPLV	CGBL
2026	+7.13%	+8.37%
2025	+4.53%	+15.25%
2024	+12.93%	+17.28%
2023	+0.57%	+9.80%
2022	-3.95%	N/A
2021	+25.59%	N/A
2020	-0.65%	N/A
2019	+29.84%	N/A
2018	+0.54%	N/A
2017	+17.18%	N/A
2016	+11.86%	N/A
2015	+3.90%	N/A
2014	+18.78%	N/A
2013	+20.63%	N/A
2012	+10.55%	N/A
2011	+6.95%	N/A

SPLV vs CGBL Drawdown Comparison

The maximum drawdown for SPLV was -36.25%, occurring on Mar 23, 2020. Recovery took 297 trading sessions.

The maximum drawdown for CGBL was -11.66%, occurring on Apr 8, 2025. Recovery took 80 trading sessions.

The current SPLV drawdown is -3.41%. The current CGBL drawdown is -0.91%.

Rank	SPLV	CGBL
#1	-36.25% Feb 14, 2020 - Apr 21, 2021	-11.66% Feb 6, 2025 - Jun 3, 2025
#2	-17.26% Apr 20, 2022 - Jun 24, 2024	-7.88% Feb 25, 2026 - Apr 17, 2026
#3	-12.49% Jul 7, 2011 - Oct 27, 2011	-5.93% Jul 16, 2024 - Aug 30, 2024
#4	-11.51% Dec 3, 2018 - Feb 8, 2019	-4.38% Oct 11, 2023 - Nov 14, 2023
#5	-11.30% Aug 18, 2015 - Oct 28, 2015	-3.82% Dec 16, 2024 - Jan 24, 2025
#6	-9.10% Mar 3, 2025 - Aug 20, 2025	-3.78% Mar 28, 2024 - May 15, 2024
#7	-9.02% Dec 31, 2021 - Apr 6, 2022	-3.57% Jun 2, 2026 - Jun 18, 2026
#8	-8.91% Jan 26, 2018 - Jul 26, 2018	-3.57% Oct 28, 2025 - Dec 3, 2025
#9	-8.59% Nov 29, 2024 - Mar 3, 2025	-3.12% Aug 30, 2024 - Sep 13, 2024
#10	-7.72% Jul 22, 2016 - Feb 16, 2017	-2.95% Jul 6, 2026 - Aug 4, 2026
#11	-7.52% Dec 29, 2015 - Mar 11, 2016	-2.59% Nov 8, 2024 - Dec 2, 2024
#12	-7.41% Mar 2, 2026 - Jul 7, 2026	-2.48% May 14, 2026 - May 27, 2026
#13	-7.13% May 17, 2013 - Jul 18, 2013	-2.18% Dec 11, 2025 - Dec 24, 2025
#14	-6.02% Sep 13, 2018 - Nov 30, 2018	-2.17% Jan 28, 2026 - Feb 20, 2026
#15	-6.02% Oct 27, 2011 - Dec 20, 2011	-2.09% Oct 18, 2024 - Nov 6, 2024

Correlation

Correlation between SPLV and CGBL is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2011 - 2026)

SPLV vs CGBL dividend yield comparison.

Year	SPLV	CGBL
2026	1.27%	0.76%
2025	2.04%	1.98%
2024	1.88%	1.92%
2023	2.45%	0.48%
2022	2.11%	0.00%
2021	1.51%	0.00%
2020	2.12%	0.00%
2019	2.08%	0.00%
2018	2.18%	0.00%
2017	2.03%	0.00%
2016	2.03%	0.00%
2015	2.28%	0.00%
2014	2.20%	0.00%
2013	2.60%	0.00%
2012	3.01%	0.00%
2011	2.11%	0.00%

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SPLV vs CGBL

SPLV vs CGBL - Performance Comparison

Key Characteristics

SPLV vs CGBL - Historical Returns

SPLV vs CGBL - Annual Returns (2011 - 2026)

SPLV vs CGBL Drawdown Comparison

Correlation

Dividend Comparison (2011 - 2026)

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