SSO vs CGBL
Comparison between PROSHARES ULTRA S&P500 (SSO, ETF) and CAPITAL GROUP CORE BALANCED ETF SHARE CLASS (CGBL, ETF).
SSO vs CGBL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SSO
$5.40B
CGBL
$5.40B
Expense Ratio
SSO
N/A
CGBL
0.33%
Max Drawdown
SSO
85.48%
Winner
CGBL
12.01%
Sharpe Ratio
Winner
SSO
1.98
CGBL
1.74
5Y Beta
SSO
1.94
Winner
CGBL
0.65
P/E Ratio
SSO
27.88
CGBL
N/A
Forward P/E
SSO
21.47
CGBL
N/A
5Y Dividends CAGR
SSO
51.80%
CGBL
N/A
5Y EPS CAGR
SSO
28.91%
CGBL
N/A
Debt to Equity
SSO
25.78%
CGBL
N/A
P/S Ratio
SSO
3.44
CGBL
N/A
P/B Ratio
SSO
5.21
CGBL
N/A
SSO vs CGBL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SSO
+18.38%
CGBL
+4.63%
3M
Winner
SSO
+11.48%
CGBL
+2.93%
6M
Winner
SSO
+17.86%
CGBL
+9.13%
1Y
Winner
SSO
+62.17%
CGBL
+21.83%
5Y(CAGR)
SSO
+18.65%
CGBL
N/A
10Y(CAGR)
SSO
+24.20%
CGBL
N/A
Max(CAGR)
SSO
+15.71%
Winner
CGBL
+18.74%
SSO vs CGBL - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | SSO | CGBL |
|---|---|---|
| 2026 | +14.22% | +5.34% |
| 2025 | +26.86% | +15.25% |
| 2024 | +45.19% | +17.28% |
| 2023 | +47.99% | +9.80% |
| 2022 | -39.69% | N/A |
| 2021 | +65.07% | N/A |
| 2020 | +19.38% | N/A |
| 2019 | +63.26% | N/A |
| 2018 | -15.76% | N/A |
| 2017 | +42.26% | N/A |
| 2016 | +25.14% | N/A |
| 2015 | -1.06% | N/A |
| 2014 | +27.99% | N/A |
| 2013 | +62.55% | N/A |
| 2012 | +27.12% | N/A |
| 2011 | -4.74% | N/A |
| 2010 | +22.88% | N/A |
| 2009 | +38.70% | N/A |
| 2008 | -67.25% | N/A |
| 2007 | +1.74% | N/A |
| 2006 | +25.97% | N/A |
SSO vs CGBL Drawdown Comparison
The maximum drawdown for SSO was -84.67%, occurring on Mar 9, 2009. Recovery took 1520 trading sessions.
The maximum drawdown for CGBL was -11.66%, occurring on Apr 8, 2025. Recovery took 80 trading sessions.
| Rank | SSO | CGBL |
|---|---|---|
| #1 | -84.67% Oct 9, 2007 - Oct 22, 2013 | -11.66% Feb 6, 2025 - Jun 3, 2025 |
| #2 | -59.34% Feb 19, 2020 - Sep 2, 2020 | -7.88% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -46.73% Jan 3, 2022 - Mar 1, 2024 | -5.93% Jul 16, 2024 - Aug 30, 2024 |
| #4 | -36.57% Sep 20, 2018 - Jul 2, 2019 | -4.38% Oct 11, 2023 - Nov 14, 2023 |
| #5 | -35.21% Feb 19, 2025 - Jul 3, 2025 | -3.82% Dec 16, 2024 - Jan 24, 2025 |
| #6 | -26.68% May 21, 2015 - Jul 11, 2016 | -3.78% Mar 28, 2024 - May 15, 2024 |
| #7 | -19.76% Jan 26, 2018 - Aug 27, 2018 | -3.57% Oct 28, 2025 - Dec 3, 2025 |
| #8 | -18.40% Sep 2, 2020 - Nov 16, 2020 | -3.12% Aug 30, 2024 - Sep 13, 2024 |
| #9 | -18.17% Jan 12, 2026 - Apr 16, 2026 | -2.59% Nov 8, 2024 - Dec 2, 2024 |
| #10 | -18.05% Jul 13, 2007 - Oct 9, 2007 | -2.18% Dec 11, 2025 - Dec 24, 2025 |
| #11 | -16.70% Jul 16, 2024 - Sep 19, 2024 | -2.17% Jan 28, 2026 - Feb 20, 2026 |
| #12 | -14.33% Sep 18, 2014 - Oct 31, 2014 | -2.09% Oct 18, 2024 - Nov 6, 2024 |
| #13 | -12.06% Jul 26, 2019 - Oct 28, 2019 | -2.00% Oct 8, 2025 - Oct 20, 2025 |
| #14 | -11.98% Feb 20, 2007 - Apr 16, 2007 | -1.90% May 15, 2024 - Jun 12, 2024 |
| #15 | -11.49% Dec 31, 2013 - Feb 27, 2014 | -1.80% Sep 28, 2023 - Oct 9, 2023 |
Correlation
Correlation between SSO and CGBL is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2006 - 2026)
SSO vs CGBL dividend yield comparison.
| Year | SSO | CGBL |
|---|---|---|
| 2026 | 0.17% | 0.34% |
| 2025 | 0.68% | 1.98% |
| 2024 | 0.85% | 1.92% |
| 2023 | 0.18% | 0.48% |
| 2022 | 0.50% | 0.00% |
| 2021 | 0.18% | 0.00% |
| 2020 | 0.20% | 0.00% |
| 2019 | 0.50% | 0.00% |
| 2018 | 0.75% | 0.00% |
| 2017 | 0.39% | 0.00% |
| 2016 | 0.51% | 0.00% |
| 2015 | 0.63% | 0.00% |
| 2014 | 0.33% | 0.00% |
| 2013 | 0.26% | 0.00% |
| 2012 | 0.71% | 0.00% |
| 2011 | 0.56% | 0.00% |
| 2010 | 0.78% | 0.00% |
| 2009 | 0.77% | 0.00% |
| 2008 | 2.14% | 0.00% |
| 2007 | 5.34% | 0.00% |
| 2006 | 4.40% | 0.00% |
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