SPXL vs CGBL
Comparison between DIREXION DAILY S&P 500(R) BULL 3X SHARES (SPXL, ETF) and CAPITAL GROUP CORE BALANCED ETF SHARE CLASS (CGBL, ETF).
SPXL vs CGBL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPXL
$6.70B
CGBL
$6.70B
Expense Ratio
SPXL
N/A
CGBL
0.33%
Max Drawdown
SPXL
76.86%
Winner
CGBL
12.01%
Sharpe Ratio
Winner
SPXL
1.49
CGBL
1.21
5Y Beta
SPXL
2.89
Winner
CGBL
0.66
P/E Ratio
SPXL
27.65
CGBL
N/A
Forward P/E
SPXL
21.67
CGBL
N/A
5Y Dividends CAGR
SPXL
65.03%
CGBL
N/A
Debt to Equity
SPXL
23.66%
CGBL
N/A
P/S Ratio
SPXL
3.50
CGBL
N/A
P/B Ratio
SPXL
5.66
CGBL
N/A
SPXL vs CGBL - Historical Returns
Returns include dividend reinvestment.
1M
SPXL
+0.03%
Winner
CGBL
+0.59%
3M
Winner
SPXL
+33.51%
CGBL
+7.17%
6M
Winner
SPXL
+21.36%
CGBL
+7.15%
1Y
Winner
SPXL
+65.65%
CGBL
+16.03%
5Y(CAGR)
SPXL
+21.78%
CGBL
N/A
10Y(CAGR)
SPXL
+29.82%
CGBL
N/A
Max(CAGR)
Winner
SPXL
+28.39%
CGBL
+18.24%
SPXL vs CGBL - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | SPXL | CGBL |
|---|---|---|
| 2026 | +20.42% | +5.87% |
| 2025 | +33.02% | +15.25% |
| 2024 | +66.58% | +17.28% |
| 2023 | +71.53% | +9.80% |
| 2022 | -57.31% | N/A |
| 2021 | +107.32% | N/A |
| 2020 | +6.68% | N/A |
| 2019 | +102.65% | N/A |
| 2018 | -26.55% | N/A |
| 2017 | +67.50% | N/A |
| 2016 | +35.96% | N/A |
| 2015 | -5.43% | N/A |
| 2014 | +41.39% | N/A |
| 2013 | +102.91% | N/A |
| 2012 | +37.95% | N/A |
| 2011 | -17.26% | N/A |
| 2010 | +32.94% | N/A |
| 2009 | +50.59% | N/A |
| 2008 | -28.52% | N/A |
SPXL vs CGBL Drawdown Comparison
The maximum drawdown for SPXL was -76.86%, occurring on Mar 23, 2020. Recovery took 225 trading sessions.
The maximum drawdown for CGBL was -11.66%, occurring on Apr 8, 2025. Recovery took 80 trading sessions.
The current SPXL drawdown is -7.55%. The current CGBL drawdown is -1.45%.
| Rank | SPXL | CGBL |
|---|---|---|
| #1 | -76.86% Feb 19, 2020 - Jan 8, 2021 | -11.66% Feb 6, 2025 - Jun 3, 2025 |
| #2 | -71.32% Nov 5, 2008 - Sep 15, 2009 | -7.88% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -63.80% Jan 3, 2022 - Jun 12, 2024 | -5.93% Jul 16, 2024 - Aug 30, 2024 |
| #4 | -53.81% Apr 29, 2011 - Sep 13, 2012 | -4.38% Oct 11, 2023 - Nov 14, 2023 |
| #5 | -50.17% Sep 20, 2018 - Jul 12, 2019 | -3.82% Dec 16, 2024 - Jan 24, 2025 |
| #6 | -48.95% Dec 6, 2024 - Jul 25, 2025 | -3.78% Mar 28, 2024 - May 15, 2024 |
| #7 | -43.44% Apr 23, 2010 - Dec 10, 2010 | -3.57% Jun 2, 2026 - Jun 10, 2026 |
| #8 | -39.56% May 21, 2015 - Jul 20, 2016 | -3.57% Oct 28, 2025 - Dec 3, 2025 |
| #9 | -29.48% Jan 26, 2018 - Sep 20, 2018 | -3.12% Aug 30, 2024 - Sep 13, 2024 |
| #10 | -26.77% Jan 12, 2026 - Apr 17, 2026 | -2.59% Nov 8, 2024 - Dec 2, 2024 |
| #11 | -24.36% Jul 16, 2024 - Sep 26, 2024 | -2.48% May 14, 2026 - May 27, 2026 |
| #12 | -22.79% Jan 19, 2010 - Mar 11, 2010 | -2.18% Dec 11, 2025 - Dec 24, 2025 |
| #13 | -21.42% Sep 14, 2012 - Jan 10, 2013 | -2.17% Jan 28, 2026 - Feb 20, 2026 |
| #14 | -21.05% Sep 18, 2014 - Nov 3, 2014 | -2.09% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -17.96% Jul 26, 2019 - Nov 1, 2019 | -2.00% Oct 8, 2025 - Oct 20, 2025 |
Correlation
Correlation between SPXL and CGBL is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2008 - 2026)
SPXL vs CGBL dividend yield comparison.
| Year | SPXL | CGBL |
|---|---|---|
| 2026 | 0.17% | 0.34% |
| 2025 | 0.69% | 1.98% |
| 2024 | 0.74% | 1.92% |
| 2023 | 0.98% | 0.48% |
| 2022 | 0.32% | 0.00% |
| 2021 | 0.11% | 0.00% |
| 2020 | 0.22% | 0.00% |
| 2019 | 0.84% | 0.00% |
| 2018 | 1.02% | 0.00% |
| 2017 | 3.88% | 0.00% |
| 2010 | 2.17% | 0.00% |
| 2009 | 13.15% | 0.00% |
| 2008 | 0.18% | 0.00% |
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