XLB vs CGCP

Comparison between STATE STREET(R) MATERIALS SELECT SECTOR SPDR(R) ETF (XLB, ETF) and CAPITAL GROUP CORE PLUS INCOME ETF SHARE CLASS (CGCP, ETF).

XLB vs CGCP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XLB(ETF)	CGCP(ETF)
Net Assets	$8.20B	$8.30B
Expense Ratio	0.08%	0.34%
Max Drawdown	60.72%	18.47%
Sharpe Ratio	0.73	0.27
5Y Beta	0.80	0.08
P/E Ratio	34.40	N/A
Forward P/E	17.68	N/A
PEG Ratio	0.36	N/A
5Y Dividends CAGR	5.29%	N/A
5Y EPS CAGR	14.93%	N/A
Debt to Equity	41.82%	N/A
P/S Ratio	2.01	N/A
P/B Ratio	2.83	N/A

Net Assets

XLB

$8.20B

Winner

CGCP

$8.30B

Expense Ratio

Winner

XLB

0.08%

CGCP

0.34%

Max Drawdown

XLB

60.72%

Winner

CGCP

18.47%

Sharpe Ratio

Winner

XLB

0.73

CGCP

0.27

5Y Beta

XLB

0.80

Winner

CGCP

0.08

P/E Ratio

XLB

34.40

CGCP

N/A

Forward P/E

XLB

17.68

CGCP

N/A

PEG Ratio

XLB

0.36

CGCP

N/A

5Y Dividends CAGR

XLB

5.29%

CGCP

N/A

5Y EPS CAGR

XLB

14.93%

CGCP

N/A

Debt to Equity

XLB

41.82%

CGCP

N/A

P/S Ratio

XLB

2.01

CGCP

N/A

P/B Ratio

XLB

2.83

CGCP

N/A

XLB vs CGCP - Historical Returns

Returns include dividend reinvestment.

Period	XLB	CGCP
1 month	-3.11%	-0.53%
3 months	-1.29%	-0.22%
6 months	+5.39%	+0.07%
1 year	+15.93%	+4.59%
5 years(CAGR)	+6.74%	+1.60%
10 years(CAGR)	+9.80%	N/A
Max(CAGR)	+7.98%	+1.60%

XLB

-3.11%

Winner

CGCP

-0.53%

XLB

-1.29%

Winner

CGCP

-0.22%

Winner

XLB

+5.39%

CGCP

+0.07%

Winner

XLB

+15.93%

CGCP

+4.59%

5Y(CAGR)

Winner

XLB

+6.74%

CGCP

+1.60%

10Y(CAGR)

XLB

+9.80%

CGCP

N/A

Max(CAGR)

Winner

XLB

+7.98%

CGCP

+1.60%

XLB vs CGCP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	XLB	CGCP
2026	+11.24%	+0.33%
2025	+11.15%	+7.34%
2024	+0.32%	+3.28%
2023	+12.57%	+6.83%
2022	-11.15%	-9.78%
2021	+28.67%	N/A
2020	+21.95%	N/A
2019	+23.50%	N/A
2018	-16.06%	N/A
2017	+23.29%	N/A
2016	+18.66%	N/A
2015	-8.81%	N/A
2014	+8.04%	N/A
2013	+22.92%	N/A
2012	+11.60%	N/A
2011	-11.64%	N/A
2010	+16.90%	N/A
2009	+42.96%	N/A
2008	-43.51%	N/A
2007	+22.87%	N/A
2006	+16.78%	N/A
2005	+5.14%	N/A
2004	+14.04%	N/A
2003	+33.88%	N/A
2002	-6.05%	N/A
2001	+4.21%	N/A
2000	-13.76%	N/A
1999	+11.31%	N/A

XLB vs CGCP Drawdown Comparison

The maximum drawdown for XLB was -59.83%, occurring on Mar 2, 2009. Recovery took 1250 trading sessions.

The maximum drawdown for CGCP was -15.06%, occurring on Oct 20, 2022. Recovery took 632 trading sessions.

The current XLB drawdown is -4.32%. The current CGCP drawdown is -1.16%.

Rank	XLB	CGCP
#1	-59.83% May 20, 2008 - May 8, 2013	-15.06% Mar 1, 2022 - Sep 5, 2024
#2	-37.25% Jan 26, 2018 - Jul 17, 2020	-4.24% Sep 16, 2024 - Jun 24, 2025
#3	-36.56% Jan 6, 2000 - Dec 1, 2003	-2.59% Feb 27, 2026 - Mar 27, 2026
#4	-26.87% Feb 24, 2015 - Dec 5, 2016	-1.07% Jul 1, 2025 - Jul 29, 2025
#5	-24.73% Apr 20, 2022 - Feb 29, 2024	-1.04% Oct 27, 2025 - Nov 26, 2025
#6	-23.17% Oct 18, 2024 - Jan 9, 2026	-0.78% Sep 16, 2025 - Oct 14, 2025
#7	-16.84% Mar 4, 2005 - Jan 6, 2006	-0.72% Nov 26, 2025 - Dec 29, 2025
#8	-15.78% Jul 19, 2007 - Oct 9, 2007	-0.53% Jan 14, 2026 - Feb 5, 2026
#9	-15.48% May 10, 2006 - Nov 20, 2006	-0.49% Aug 13, 2025 - Aug 22, 2025
#10	-15.02% Oct 31, 2007 - Apr 16, 2008	-0.35% Aug 28, 2025 - Sep 4, 2025
#11	-12.38% Feb 11, 2026 - Mar 20, 2026	-0.30% Sep 10, 2024 - Sep 16, 2024
#12	-12.19% Mar 1, 2004 - Sep 2, 2004	-0.27% Jul 29, 2025 - Aug 1, 2025
#13	-11.96% Dec 31, 2021 - Apr 20, 2022	-0.22% Aug 5, 2025 - Aug 13, 2025
#14	-10.99% Sep 24, 2014 - Feb 12, 2015	-0.22% Dec 30, 2025 - Jan 9, 2026
#15	-10.14% May 17, 2021 - Nov 8, 2021	-0.22% Feb 10, 2026 - Feb 12, 2026

Correlation

Correlation between XLB and CGCP is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (1999 - 2026)

XLB vs CGCP dividend yield comparison.

Year	XLB	CGCP
2026	0.79%	2.37%
2025	1.92%	5.10%
2024	1.92%	5.17%
2023	2.00%	4.98%
2022	2.26%	2.96%
2021	1.62%	0.00%
2020	1.72%	0.00%
2019	1.98%	0.00%
2018	2.20%	0.00%
2017	1.66%	0.00%
2016	1.95%	0.00%
2015	2.24%	0.00%
2014	1.97%	0.00%
2013	2.08%	0.00%
2012	2.27%	0.00%
2011	2.20%	0.00%
2010	3.07%	0.00%
2009	1.76%	0.00%
2008	3.60%	0.00%
2007	1.95%	0.00%
2006	3.25%	0.00%
2005	2.10%	0.00%
2004	1.70%	0.00%
2003	1.79%	0.00%
2002	2.29%	0.00%
2001	2.03%	0.00%
2000	4.22%	0.00%
1999	0.62%	0.00%