VOOV vs CGBL
Comparison between VANGUARD S&P 500 VALUE INDEX FUND ETF SHARES (VOOV, ETF) and CAPITAL GROUP CORE BALANCED ETF SHARE CLASS (CGBL, ETF).
VOOV vs CGBL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VOOV
$6.70B
CGBL
$6.70B
Expense Ratio
Winner
VOOV
0.07%
CGBL
0.33%
Max Drawdown
VOOV
37.69%
Winner
CGBL
12.01%
Sharpe Ratio
Winner
VOOV
1.60
CGBL
1.21
5Y Beta
VOOV
0.70
Winner
CGBL
0.66
P/E Ratio
VOOV
25.06
CGBL
N/A
Forward P/E
VOOV
19.43
CGBL
N/A
5Y Dividends CAGR
VOOV
13.56%
CGBL
N/A
5Y EPS CAGR
VOOV
12.90%
CGBL
N/A
Debt to Equity
VOOV
66.72%
CGBL
N/A
P/S Ratio
VOOV
2.07
CGBL
N/A
P/B Ratio
VOOV
3.77
CGBL
N/A
VOOV vs CGBL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VOOV
+1.75%
CGBL
+0.59%
3M
Winner
VOOV
+8.33%
CGBL
+7.17%
6M
Winner
VOOV
+8.05%
CGBL
+7.15%
1Y
Winner
VOOV
+20.66%
CGBL
+16.03%
5Y(CAGR)
VOOV
+10.93%
CGBL
N/A
10Y(CAGR)
VOOV
+11.98%
CGBL
N/A
Max(CAGR)
VOOV
+12.18%
Winner
CGBL
+18.24%
VOOV vs CGBL - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | VOOV | CGBL |
|---|---|---|
| 2026 | +7.91% | +5.87% |
| 2025 | +13.66% | +15.25% |
| 2024 | +11.47% | +17.28% |
| 2023 | +21.57% | +9.80% |
| 2022 | -5.86% | N/A |
| 2021 | +26.59% | N/A |
| 2020 | +0.88% | N/A |
| 2019 | +31.19% | N/A |
| 2018 | -9.59% | N/A |
| 2017 | +14.30% | N/A |
| 2016 | +18.81% | N/A |
| 2015 | -3.30% | N/A |
| 2014 | +12.99% | N/A |
| 2013 | +29.30% | N/A |
| 2012 | +15.02% | N/A |
| 2011 | -1.65% | N/A |
| 2010 | +12.58% | N/A |
VOOV vs CGBL Drawdown Comparison
The maximum drawdown for VOOV was -37.32%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The maximum drawdown for CGBL was -11.66%, occurring on Apr 8, 2025. Recovery took 80 trading sessions.
The current VOOV drawdown is -0.19%. The current CGBL drawdown is -1.45%.
| Rank | VOOV | CGBL |
|---|---|---|
| #1 | -37.32% Feb 12, 2020 - Jan 6, 2021 | -11.66% Feb 6, 2025 - Jun 3, 2025 |
| #2 | -21.35% Apr 29, 2011 - Mar 1, 2012 | -7.88% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -19.20% Jan 26, 2018 - Apr 30, 2019 | -5.93% Jul 16, 2024 - Aug 30, 2024 |
| #4 | -18.11% Apr 20, 2022 - Feb 1, 2023 | -4.38% Oct 11, 2023 - Nov 14, 2023 |
| #5 | -17.55% Nov 29, 2024 - Aug 22, 2025 | -3.82% Dec 16, 2024 - Jan 24, 2025 |
| #6 | -14.90% May 21, 2015 - Jun 7, 2016 | -3.78% Mar 28, 2024 - May 15, 2024 |
| #7 | -11.36% Mar 26, 2012 - Sep 6, 2012 | -3.57% Jun 2, 2026 - Jun 10, 2026 |
| #8 | -11.00% Jul 31, 2023 - Dec 1, 2023 | -3.57% Oct 28, 2025 - Dec 3, 2025 |
| #9 | -9.64% Feb 2, 2023 - Jun 13, 2023 | -3.12% Aug 30, 2024 - Sep 13, 2024 |
| #10 | -7.70% May 3, 2019 - Jul 1, 2019 | -2.59% Nov 8, 2024 - Dec 2, 2024 |
| #11 | -7.32% Jan 12, 2022 - Apr 20, 2022 | -2.48% May 14, 2026 - May 27, 2026 |
| #12 | -7.26% Sep 19, 2014 - Nov 5, 2014 | -2.18% Dec 11, 2025 - Dec 24, 2025 |
| #13 | -7.18% Oct 18, 2012 - Dec 18, 2012 | -2.17% Jan 28, 2026 - Feb 20, 2026 |
| #14 | -6.53% Jul 29, 2019 - Sep 11, 2019 | -2.09% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -6.27% Feb 27, 2026 - Apr 30, 2026 | -2.00% Oct 8, 2025 - Oct 20, 2025 |
Correlation
Correlation between VOOV and CGBL is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2010 - 2026)
VOOV vs CGBL dividend yield comparison.
| Year | VOOV | CGBL |
|---|---|---|
| 2026 | 0.42% | 0.34% |
| 2025 | 1.76% | 1.98% |
| 2024 | 2.10% | 1.92% |
| 2023 | 1.69% | 0.48% |
| 2022 | 2.19% | 0.00% |
| 2021 | 1.87% | 0.00% |
| 2020 | 2.45% | 0.00% |
| 2019 | 2.10% | 0.00% |
| 2018 | 2.65% | 0.00% |
| 2017 | 2.13% | 0.00% |
| 2016 | 2.24% | 0.00% |
| 2015 | 2.36% | 0.00% |
| 2014 | 1.98% | 0.00% |
| 2013 | 1.97% | 0.00% |
| 2012 | 2.15% | 0.00% |
| 2011 | 1.98% | 0.00% |
| 2010 | 0.67% | 0.00% |
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