CAIBX vs. DJIA
Compare and contrast key facts about American Funds Capital Income Builder Class A (CAIBX) and Global X Dow 30 Covered Call ETF (DJIA).
CAIBX is managed by American Funds. It was launched on Jul 30, 1987. DJIA is a passively managed fund by Global X that tracks the performance of the DJIA Cboe BuyWrite v2 Index. It was launched on Feb 23, 2022.
Performance
CAIBX vs. DJIA - Performance Comparison
Loading graphics...
CAIBX vs. DJIA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CAIBX American Funds Capital Income Builder Class A | 1.65% | 20.39% | 10.24% | 8.95% | -3.34% |
DJIA Global X Dow 30 Covered Call ETF | -1.83% | 9.11% | 14.52% | 9.15% | -2.80% |
Returns By Period
In the year-to-date period, CAIBX achieves a 1.65% return, which is significantly higher than DJIA's -1.83% return.
CAIBX
- 1D
- 1.50%
- 1M
- -4.13%
- YTD
- 1.65%
- 6M
- 4.25%
- 1Y
- 16.20%
- 3Y*
- 12.93%
- 5Y*
- 8.22%
- 10Y*
- 7.54%
DJIA
- 1D
- 0.38%
- 1M
- -4.60%
- YTD
- -1.83%
- 6M
- 3.58%
- 1Y
- 6.73%
- 3Y*
- 9.17%
- 5Y*
- —
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CAIBX vs. DJIA - Expense Ratio Comparison
CAIBX has a 0.59% expense ratio, which is lower than DJIA's 0.60% expense ratio.
Return for Risk
CAIBX vs. DJIA — Risk / Return Rank
CAIBX
DJIA
CAIBX vs. DJIA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Capital Income Builder Class A (CAIBX) and Global X Dow 30 Covered Call ETF (DJIA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CAIBX | DJIA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 0.52 | +1.10 |
Sortino ratioReturn per unit of downside risk | 2.20 | 0.83 | +1.38 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.15 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 2.01 | 0.75 | +1.26 |
Martin ratioReturn relative to average drawdown | 9.18 | 3.05 | +6.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CAIBX | DJIA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 0.52 | +1.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 0.59 | +0.32 |
Correlation
The correlation between CAIBX and DJIA is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
CAIBX vs. DJIA - Dividend Comparison
CAIBX's dividend yield for the trailing twelve months is around 7.65%, less than DJIA's 11.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAIBX American Funds Capital Income Builder Class A | 7.65% | 7.71% | 5.76% | 3.47% | 3.43% | 3.14% | 3.38% | 4.10% | 3.55% | 4.44% | 3.52% | 3.62% |
DJIA Global X Dow 30 Covered Call ETF | 11.42% | 10.60% | 11.44% | 7.16% | 9.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CAIBX vs. DJIA - Drawdown Comparison
The maximum CAIBX drawdown since its inception was -43.68%, which is greater than DJIA's maximum drawdown of -16.91%. Use the drawdown chart below to compare losses from any high point for CAIBX and DJIA.
Loading graphics...
Drawdown Indicators
| CAIBX | DJIA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.68% | -16.91% | -26.77% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -9.20% | +0.83% |
Max Drawdown (5Y)Largest decline over 5 years | -17.65% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -25.28% | — | — |
Current DrawdownCurrent decline from peak | -4.85% | -5.23% | +0.38% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -3.63% | -0.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 2.25% | -0.42% |
Volatility
CAIBX vs. DJIA - Volatility Comparison
The current volatility for American Funds Capital Income Builder Class A (CAIBX) is 3.72%, while Global X Dow 30 Covered Call ETF (DJIA) has a volatility of 4.12%. This indicates that CAIBX experiences smaller price fluctuations and is considered to be less risky than DJIA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CAIBX | DJIA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 4.12% | -0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 6.12% | 6.08% | +0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.19% | 13.05% | -2.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.95% | 11.32% | -1.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.87% | 11.32% | -0.45% |