CGCB vs. BIV
Compare and contrast key facts about Capital Group Core Bond ETF (CGCB) and Vanguard Intermediate-Term Bond Index ETF (BIV).
CGCB and BIV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CGCB is an actively managed fund by Capital Group. It was launched on Sep 26, 2023. BIV is a passively managed fund by Vanguard that tracks the performance of the Bloomberg U.S. 5–10 Year Government/Credit Float Adjusted Bond Index. It was launched on Apr 3, 2007.
Performance
CGCB vs. BIV - Performance Comparison
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CGCB vs. BIV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
CGCB Capital Group Core Bond ETF | -0.07% | 7.29% | 1.44% | 6.80% |
BIV Vanguard Intermediate-Term Bond Index ETF | -0.23% | 8.52% | 1.57% | 6.92% |
Returns By Period
In the year-to-date period, CGCB achieves a -0.07% return, which is significantly higher than BIV's -0.23% return.
CGCB
- 1D
- 0.19%
- 1M
- -1.94%
- YTD
- -0.07%
- 6M
- 0.88%
- 1Y
- 4.21%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BIV
- 1D
- 0.32%
- 1M
- -2.03%
- YTD
- -0.23%
- 6M
- 0.87%
- 1Y
- 4.99%
- 3Y*
- 3.99%
- 5Y*
- 0.54%
- 10Y*
- 2.04%
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CGCB vs. BIV - Expense Ratio Comparison
CGCB has a 0.27% expense ratio, which is higher than BIV's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
CGCB vs. BIV — Risk / Return Rank
CGCB
BIV
CGCB vs. BIV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group Core Bond ETF (CGCB) and Vanguard Intermediate-Term Bond Index ETF (BIV). 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.
| CGCB | BIV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.10 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.59 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.20 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 1.82 | -0.19 |
Martin ratioReturn relative to average drawdown | 4.49 | 5.87 | -1.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CGCB | BIV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.10 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.09 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.37 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.13 | 0.65 | +0.48 |
Correlation
The correlation between CGCB and BIV is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CGCB vs. BIV - Dividend Comparison
CGCB's dividend yield for the trailing twelve months is around 4.23%, more than BIV's 4.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGCB Capital Group Core Bond ETF | 4.23% | 4.22% | 3.99% | 0.95% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BIV Vanguard Intermediate-Term Bond Index ETF | 4.10% | 4.01% | 3.79% | 3.09% | 2.41% | 3.42% | 2.95% | 2.75% | 2.88% | 2.69% | 3.01% | 3.02% |
Drawdowns
CGCB vs. BIV - Drawdown Comparison
The maximum CGCB drawdown since its inception was -5.17%, smaller than the maximum BIV drawdown of -18.95%. Use the drawdown chart below to compare losses from any high point for CGCB and BIV.
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Drawdown Indicators
| CGCB | BIV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.17% | -18.95% | +13.78% |
Max Drawdown (1Y)Largest decline over 1 year | -2.72% | -2.87% | +0.15% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.74% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.95% | — |
Current DrawdownCurrent decline from peak | -1.94% | -2.03% | +0.09% |
Average DrawdownAverage peak-to-trough decline | -1.32% | -3.40% | +2.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 0.89% | +0.09% |
Volatility
CGCB vs. BIV - Volatility Comparison
Capital Group Core Bond ETF (CGCB) and Vanguard Intermediate-Term Bond Index ETF (BIV) have volatilities of 1.73% and 1.77%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CGCB | BIV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.73% | 1.77% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 2.62% | 2.74% | -0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.57% | 4.55% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.48% | 6.39% | -0.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.48% | 5.50% | -0.02% |