XMHQ vs CGCB
Comparison between INVESCO S&P MIDCAP QUALITY ETF (XMHQ, ETF) and CAPITAL GROUP CORE BOND ETF SHARE CLASS (CGCB, ETF).
XMHQ vs CGCB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XMHQ
$5.40B
Winner
CGCB
$5.60B
Expense Ratio
Winner
XMHQ
0.25%
CGCB
0.27%
Max Drawdown
XMHQ
58.42%
Winner
CGCB
6.57%
Sharpe Ratio
Winner
XMHQ
0.76
CGCB
0.20
5Y Beta
XMHQ
0.96
Winner
CGCB
0.03
P/E Ratio
XMHQ
18.85
CGCB
N/A
Forward P/E
XMHQ
18.41
CGCB
N/A
PEG Ratio
XMHQ
0.13
CGCB
N/A
5Y Dividends CAGR
XMHQ
-2.82%
CGCB
N/A
5Y EPS CAGR
XMHQ
22.28%
CGCB
N/A
Debt to Equity
XMHQ
29.20%
CGCB
N/A
P/S Ratio
XMHQ
2.37
CGCB
N/A
P/B Ratio
XMHQ
4.65
CGCB
N/A
XMHQ vs CGCB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XMHQ
+1.66%
CGCB
-0.50%
3M
Winner
XMHQ
+5.74%
CGCB
-0.34%
6M
Winner
XMHQ
+4.90%
CGCB
+0.04%
1Y
Winner
XMHQ
+14.99%
CGCB
+4.25%
5Y(CAGR)
XMHQ
+10.66%
CGCB
N/A
10Y(CAGR)
XMHQ
+12.64%
CGCB
N/A
Max(CAGR)
Winner
XMHQ
+9.43%
CGCB
+5.57%
XMHQ vs CGCB - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | XMHQ | CGCB |
|---|---|---|
| 2026 | +9.27% | +0.27% |
| 2025 | +4.75% | +7.28% |
| 2024 | +17.04% | +1.88% |
| 2023 | +30.69% | +6.80% |
| 2022 | -12.65% | N/A |
| 2021 | +22.10% | N/A |
| 2020 | +26.00% | N/A |
| 2019 | +28.32% | N/A |
| 2018 | -9.88% | N/A |
| 2017 | +14.95% | N/A |
| 2016 | +18.06% | N/A |
| 2015 | -6.53% | N/A |
| 2014 | +14.01% | N/A |
| 2013 | +33.42% | N/A |
| 2012 | +12.17% | N/A |
| 2011 | -2.26% | N/A |
| 2010 | +19.46% | N/A |
| 2009 | +27.01% | N/A |
| 2008 | -39.28% | N/A |
| 2007 | +5.11% | N/A |
| 2006 | +2.52% | N/A |
XMHQ vs CGCB Drawdown Comparison
The maximum drawdown for XMHQ was -58.19%, occurring on Nov 21, 2008. Recovery took 1390 trading sessions.
The maximum drawdown for CGCB was -5.17%, occurring on Jan 13, 2025. Recovery took 219 trading sessions.
The current XMHQ drawdown is -1.29%. The current CGCB drawdown is -1.75%.
| Rank | XMHQ | CGCB |
|---|---|---|
| #1 | -58.19% Jul 13, 2007 - Jan 18, 2013 | -5.17% Sep 16, 2024 - Aug 1, 2025 |
| #2 | -36.89% Feb 19, 2020 - Jul 27, 2020 | -3.96% Dec 27, 2023 - Jul 11, 2024 |
| #3 | -25.47% Nov 16, 2021 - Jul 12, 2023 | -2.98% Feb 27, 2026 - May 19, 2026 |
| #4 | -24.56% Nov 25, 2024 - Jan 15, 2026 | -2.50% Oct 11, 2023 - Nov 3, 2023 |
| #5 | -22.38% May 19, 2015 - Jul 22, 2016 | -1.54% Sep 29, 2023 - Oct 11, 2023 |
| #6 | -21.82% Sep 21, 2018 - Jul 24, 2019 | -1.16% Aug 5, 2024 - Aug 20, 2024 |
| #7 | -10.86% Sep 1, 2023 - Dec 13, 2023 | -1.14% Nov 26, 2025 - Feb 5, 2026 |
| #8 | -10.32% Mar 28, 2024 - Oct 18, 2024 | -0.90% Oct 21, 2025 - Nov 26, 2025 |
| #9 | -10.06% Jan 26, 2018 - Jul 9, 2018 | -0.78% Sep 11, 2025 - Oct 10, 2025 |
| #10 | -9.62% Sep 4, 2014 - Nov 3, 2014 | -0.76% Jul 17, 2024 - Jul 29, 2024 |
| #11 | -9.37% Sep 2, 2020 - Oct 9, 2020 | -0.61% Nov 8, 2023 - Nov 14, 2023 |
| #12 | -8.72% May 7, 2021 - Oct 21, 2021 | -0.61% Aug 13, 2025 - Aug 27, 2025 |
| #13 | -8.40% Jan 22, 2026 - May 5, 2026 | -0.54% Aug 23, 2024 - Sep 4, 2024 |
| #14 | -7.88% Jul 24, 2019 - Nov 4, 2019 | -0.45% Aug 21, 2024 - Aug 23, 2024 |
| #15 | -6.55% Sep 8, 2016 - Nov 21, 2016 | -0.44% Dec 14, 2023 - Dec 20, 2023 |
Correlation
Correlation between XMHQ and CGCB is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2006 - 2026)
XMHQ vs CGCB dividend yield comparison.
| Year | XMHQ | CGCB |
|---|---|---|
| 2026 | 0.27% | 1.93% |
| 2025 | 0.64% | 4.22% |
| 2024 | 5.20% | 3.99% |
| 2023 | 0.73% | 0.95% |
| 2022 | 1.72% | 0.00% |
| 2021 | 1.00% | 0.00% |
| 2020 | 1.12% | 0.00% |
| 2019 | 1.22% | 0.00% |
| 2018 | 1.59% | 0.00% |
| 2017 | 1.06% | 0.00% |
| 2016 | 1.63% | 0.00% |
| 2015 | 1.34% | 0.00% |
| 2014 | 1.25% | 0.00% |
| 2013 | 1.11% | 0.00% |
| 2012 | 1.59% | 0.00% |
| 2011 | 1.04% | 0.00% |
| 2010 | 0.85% | 0.00% |
| 2009 | 0.78% | 0.00% |
| 2008 | 0.90% | 0.00% |
| 2007 | 0.50% | 0.00% |
| 2006 | 0.17% | 0.00% |
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