SRLN vs CGDG

Comparison between STATE STREET(R) BLACKSTONE SENIOR LOAN ETF (SRLN, ETF) and CAPITAL GROUP DIVIDEND GROWERS ETF SHARE CLASS (CGDG, ETF).

SRLN vs CGDG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SRLN(ETF)	CGDG(ETF)
Net Assets	$5.20B	$5.20B
Expense Ratio	0.70%	0.47%
Max Drawdown	28.37%	10.91%
Sharpe Ratio	0.20	0.95
5Y Beta	0.15	0.63
P/E Ratio	N/A	24.83
Forward P/E	N/A	19.46
PEG Ratio	N/A	0.71
5Y Dividends CAGR	7.10%	N/A
5Y EPS CAGR	N/A	13.00%
P/S Ratio	N/A	2.14
P/B Ratio	N/A	4.14

Net Assets

SRLN

$5.20B

CGDG

$5.20B

Expense Ratio

SRLN

0.70%

Winner

CGDG

0.47%

Max Drawdown

SRLN

28.37%

Winner

CGDG

10.91%

Sharpe Ratio

SRLN

0.20

Winner

CGDG

0.95

5Y Beta

Winner

SRLN

0.15

CGDG

0.63

P/E Ratio

SRLN

N/A

CGDG

24.83

Forward P/E

SRLN

N/A

CGDG

19.46

PEG Ratio

SRLN

N/A

CGDG

0.71

5Y Dividends CAGR

SRLN

7.10%

CGDG

N/A

5Y EPS CAGR

SRLN

N/A

CGDG

13.00%

P/S Ratio

SRLN

N/A

CGDG

2.14

P/B Ratio

SRLN

N/A

CGDG

4.14

SRLN vs CGDG - Historical Returns

Returns include dividend reinvestment.

Period	SRLN	CGDG
1 month	+0.55%	+1.73%
3 months	+1.77%	+3.45%
6 months	+0.88%	+4.81%
1 year	+4.55%	+15.30%
5 years(CAGR)	+4.70%	N/A
10 years(CAGR)	+4.53%	N/A
Max(CAGR)	+3.80%	+18.86%

SRLN

+0.55%

Winner

CGDG

+1.73%

SRLN

+1.77%

Winner

CGDG

+3.45%

SRLN

+0.88%

Winner

CGDG

+4.81%

SRLN

+4.55%

Winner

CGDG

+15.30%

5Y(CAGR)

SRLN

+4.70%

CGDG

N/A

10Y(CAGR)

SRLN

+4.53%

CGDG

N/A

Max(CAGR)

SRLN

+3.80%

Winner

CGDG

+18.86%

SRLN vs CGDG - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	SRLN	CGDG
2026	+1.18%	+7.20%
2025	+6.72%	+23.32%
2024	+8.43%	+12.23%
2023	+10.96%	+9.54%
2022	-5.37%	N/A
2021	+4.66%	N/A
2020	+2.94%	N/A
2019	+9.95%	N/A
2018	-0.82%	N/A
2017	+3.37%	N/A
2016	+7.14%	N/A
2015	-1.15%	N/A
2014	+1.01%	N/A
2013	+1.80%	N/A

SRLN vs CGDG Drawdown Comparison

The maximum drawdown for SRLN was -22.29%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.

The maximum drawdown for CGDG was -10.52%, occurring on Apr 8, 2025. Recovery took 54 trading sessions.

The current CGDG drawdown is -0.16%.

Rank	SRLN	CGDG
#1	-22.29% Feb 19, 2020 - Nov 9, 2020	-10.52% Feb 13, 2025 - May 2, 2025
#2	-7.93% Jan 14, 2022 - Jul 12, 2023	-7.72% Feb 25, 2026 - Jun 12, 2026
#3	-5.58% Jul 16, 2015 - Aug 10, 2016	-5.54% Oct 14, 2024 - Feb 5, 2025
#4	-4.61% Oct 16, 2018 - Feb 25, 2019	-4.89% Mar 28, 2024 - May 9, 2024
#5	-4.26% Feb 18, 2025 - May 12, 2025	-4.64% Jul 16, 2024 - Aug 15, 2024
#6	-3.26% Jan 9, 2026 - May 1, 2026	-4.44% Oct 11, 2023 - Nov 3, 2023
#7	-2.71% Nov 28, 2014 - Feb 12, 2015	-3.90% Nov 12, 2025 - Nov 28, 2025
#8	-1.87% Sep 5, 2014 - Nov 25, 2014	-3.47% Jul 23, 2025 - Aug 22, 2025
#9	-1.36% Jul 22, 2024 - Aug 16, 2024	-2.96% Aug 30, 2024 - Sep 16, 2024
#10	-1.31% Nov 11, 2021 - Dec 23, 2021	-2.83% Oct 6, 2025 - Oct 20, 2025
#11	-1.21% Aug 1, 2019 - Sep 10, 2019	-2.77% May 17, 2024 - Jul 11, 2024
#12	-1.19% May 9, 2013 - Jul 23, 2013	-2.49% Sep 28, 2023 - Oct 10, 2023
#13	-1.16% May 3, 2019 - Jul 17, 2019	-2.46% Dec 28, 2023 - Jan 29, 2024
#14	-1.14% Feb 27, 2019 - Apr 5, 2019	-2.09% Oct 27, 2025 - Nov 11, 2025
#15	-1.10% Sep 20, 2019 - Nov 15, 2019	-1.85% Jun 12, 2025 - Jun 26, 2025

Correlation

Correlation between SRLN and CGDG is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2013 - 2026)

SRLN vs CGDG dividend yield comparison.

Year	SRLN	CGDG
2026	3.50%	1.38%
2025	7.67%	1.95%
2024	8.58%	2.15%
2023	8.44%	0.39%
2022	5.72%	0.00%
2021	4.45%	0.00%
2020	4.91%	0.00%
2019	5.39%	0.00%
2018	4.98%	0.00%
2017	4.01%	0.00%
2016	3.94%	0.00%
2015	4.43%	0.00%
2014	3.66%	0.00%
2013	1.91%	0.00%