XMMO vs CGBL

Comparison between INVESCO S&P MIDCAP MOMENTUM ETF (XMMO, ETF) and CAPITAL GROUP CORE BALANCED ETF SHARE CLASS (CGBL, ETF).

XMMO vs CGBL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XMMO(ETF)	CGBL(ETF)
Net Assets	$7.20B	$7.20B
Expense Ratio	0.35%	0.33%
Max Drawdown	55.37%	12.01%
Sharpe Ratio	0.82	1.07
5Y Beta	1.11	0.65
P/E Ratio	31.79	N/A
Forward P/E	19.33	N/A
PEG Ratio	0.08	N/A
5Y Dividends CAGR	28.36%	N/A
5Y EPS CAGR	17.26%	N/A
Debt to Equity	54.56%	N/A
P/S Ratio	3.07	N/A
P/B Ratio	4.09	N/A

Net Assets

XMMO

$7.20B

CGBL

$7.20B

Expense Ratio

XMMO

0.35%

Winner

CGBL

0.33%

Max Drawdown

XMMO

55.37%

Winner

CGBL

12.01%

Sharpe Ratio

XMMO

0.82

Winner

CGBL

1.07

5Y Beta

XMMO

1.11

Winner

CGBL

0.65

P/E Ratio

XMMO

31.79

CGBL

N/A

Forward P/E

XMMO

19.33

CGBL

N/A

PEG Ratio

XMMO

0.08

CGBL

N/A

5Y Dividends CAGR

XMMO

28.36%

CGBL

N/A

5Y EPS CAGR

XMMO

17.26%

CGBL

N/A

Debt to Equity

XMMO

54.56%

CGBL

N/A

P/S Ratio

XMMO

3.07

CGBL

N/A

P/B Ratio

XMMO

4.09

CGBL

N/A

XMMO vs CGBL - Historical Returns

Returns include dividend reinvestment.

Period	XMMO	CGBL
1 month	-2.20%	+2.11%
3 months	-3.72%	+3.41%
6 months	+5.50%	+5.41%
1 year	+21.51%	+15.73%
5 years(CAGR)	+14.28%	N/A
10 years(CAGR)	+18.03%	N/A
Max(CAGR)	+12.18%	+17.88%

XMMO

-2.20%

Winner

CGBL

+2.11%

XMMO

-3.72%

Winner

CGBL

+3.41%

Winner

XMMO

+5.50%

CGBL

+5.41%

Winner

XMMO

+21.51%

CGBL

+15.73%

5Y(CAGR)

XMMO

+14.28%

CGBL

N/A

10Y(CAGR)

XMMO

+18.03%

CGBL

N/A

Max(CAGR)

XMMO

+12.18%

Winner

CGBL

+17.88%

XMMO vs CGBL - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	XMMO	CGBL
2026	+12.22%	+8.37%
2025	+12.76%	+15.25%
2024	+39.61%	+17.28%
2023	+22.48%	+9.80%
2022	-16.03%	N/A
2021	+18.27%	N/A
2020	+28.91%	N/A
2019	+37.05%	N/A
2018	+5.03%	N/A
2017	+35.95%	N/A
2016	+6.51%	N/A
2015	-3.76%	N/A
2014	+11.42%	N/A
2013	+25.37%	N/A
2012	+12.68%	N/A
2011	-6.90%	N/A
2010	+27.98%	N/A
2009	+19.98%	N/A
2008	-43.58%	N/A
2007	+27.23%	N/A
2006	+8.57%	N/A
2005	+16.36%	N/A

XMMO vs CGBL Drawdown Comparison

The maximum drawdown for XMMO was -55.37%, occurring on Nov 20, 2008. Recovery took 1286 trading sessions.

The maximum drawdown for CGBL was -11.66%, occurring on Apr 8, 2025. Recovery took 80 trading sessions.

The current XMMO drawdown is -9.62%. The current CGBL drawdown is -0.91%.

Rank	XMMO	CGBL
#1	-55.37% Dec 10, 2007 - Jan 22, 2013	-11.66% Feb 6, 2025 - Jun 3, 2025
#2	-36.73% Feb 19, 2020 - Aug 3, 2020	-7.88% Feb 25, 2026 - Apr 17, 2026
#3	-27.91% Nov 8, 2021 - Jan 30, 2024	-5.93% Jul 16, 2024 - Aug 30, 2024
#4	-26.04% Jul 31, 2015 - Feb 8, 2017	-4.38% Oct 11, 2023 - Nov 14, 2023
#5	-25.06% Sep 14, 2018 - Feb 25, 2019	-3.82% Dec 16, 2024 - Jan 24, 2025
#6	-24.94% Nov 25, 2024 - Sep 11, 2025	-3.78% Mar 28, 2024 - May 15, 2024
#7	-15.52% May 8, 2006 - Dec 4, 2006	-3.57% Jun 2, 2026 - Jun 18, 2026
#8	-13.91% Jun 22, 2026 - Jul 29, 2026	-3.57% Oct 28, 2025 - Dec 3, 2025
#9	-11.58% Feb 12, 2021 - Apr 26, 2021	-3.12% Aug 30, 2024 - Sep 13, 2024
#10	-10.47% Apr 26, 2021 - Oct 20, 2021	-2.95% Jul 6, 2026 - Aug 4, 2026
#11	-9.79% Sep 5, 2014 - Nov 21, 2014	-2.59% Nov 8, 2024 - Dec 2, 2024
#12	-9.74% Mar 7, 2005 - Jun 16, 2005	-2.48% May 14, 2026 - May 27, 2026
#13	-9.59% Jan 26, 2018 - Mar 7, 2018	-2.18% Dec 11, 2025 - Dec 24, 2025
#14	-9.50% Jul 19, 2007 - Sep 19, 2007	-2.17% Jan 28, 2026 - Feb 20, 2026
#15	-8.69% Jul 16, 2024 - Sep 19, 2024	-2.09% Oct 18, 2024 - Nov 6, 2024

Correlation

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

0.97

-101

Dividend Comparison (2006 - 2026)

XMMO vs CGBL dividend yield comparison.

Year	XMMO	CGBL
2026	0.32%	0.76%
2025	0.78%	1.98%
2024	0.34%	1.92%
2023	0.80%	0.48%
2022	1.43%	0.00%
2021	0.41%	0.00%
2020	0.61%	0.00%
2019	0.60%	0.00%
2018	0.19%	0.00%
2017	0.21%	0.00%
2016	0.22%	0.00%
2015	0.64%	0.00%
2014	1.24%	0.00%
2013	1.30%	0.00%
2012	1.07%	0.00%
2011	0.32%	0.00%
2010	0.27%	0.00%
2009	0.08%	0.00%
2007	0.01%	0.00%
2006	0.60%	0.00%