CGCB vs. IUSB
Compare and contrast key facts about Capital Group Core Bond ETF (CGCB) and iShares Core Universal USD Bond ETF (IUSB).
CGCB and IUSB 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. IUSB is a passively managed fund by iShares that tracks the performance of the Bloomberg U.S. Universal Index. It was launched on Jun 10, 2014.
Performance
CGCB vs. IUSB - Performance Comparison
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CGCB vs. IUSB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
CGCB Capital Group Core Bond ETF | -0.07% | 7.29% | 1.44% | 6.80% |
IUSB iShares Core Universal USD Bond ETF | -0.07% | 7.38% | 2.11% | 6.68% |
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with CGCB at -0.07% and IUSB at -0.07%.
CGCB
- 1D
- 0.19%
- 1M
- -1.94%
- YTD
- -0.07%
- 6M
- 0.88%
- 1Y
- 4.21%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IUSB
- 1D
- 0.20%
- 1M
- -1.81%
- YTD
- -0.07%
- 6M
- 0.97%
- 1Y
- 4.55%
- 3Y*
- 4.07%
- 5Y*
- 0.53%
- 10Y*
- 2.06%
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CGCB vs. IUSB - Expense Ratio Comparison
CGCB has a 0.27% expense ratio, which is higher than IUSB's 0.06% 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. IUSB — Risk / Return Rank
CGCB
IUSB
CGCB vs. IUSB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group Core Bond ETF (CGCB) and iShares Core Universal USD Bond ETF (IUSB). 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 | IUSB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.11 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.56 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.20 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 1.92 | -0.29 |
Martin ratioReturn relative to average drawdown | 4.49 | 5.96 | -1.46 |
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 | IUSB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.11 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.09 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.41 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.13 | 0.46 | +0.68 |
Correlation
The correlation between CGCB and IUSB 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. IUSB - Dividend Comparison
CGCB's dividend yield for the trailing twelve months is around 4.23%, which matches IUSB's 4.23% 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% |
IUSB iShares Core Universal USD Bond ETF | 4.23% | 4.17% | 4.04% | 3.46% | 2.53% | 1.74% | 2.68% | 3.04% | 2.98% | 2.56% | 2.60% | 1.95% |
Drawdowns
CGCB vs. IUSB - Drawdown Comparison
The maximum CGCB drawdown since its inception was -5.17%, smaller than the maximum IUSB drawdown of -17.90%. Use the drawdown chart below to compare losses from any high point for CGCB and IUSB.
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Drawdown Indicators
| CGCB | IUSB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.17% | -17.90% | +12.73% |
Max Drawdown (1Y)Largest decline over 1 year | -2.72% | -2.49% | -0.23% |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.87% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -17.90% | — |
Current DrawdownCurrent decline from peak | -1.94% | -1.81% | -0.13% |
Average DrawdownAverage peak-to-trough decline | -1.32% | -3.62% | +2.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 0.80% | +0.18% |
Volatility
CGCB vs. IUSB - Volatility Comparison
Capital Group Core Bond ETF (CGCB) has a higher volatility of 1.73% compared to iShares Core Universal USD Bond ETF (IUSB) at 1.62%. This indicates that CGCB's price experiences larger fluctuations and is considered to be riskier than IUSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CGCB | IUSB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.73% | 1.62% | +0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 2.62% | 2.41% | +0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.57% | 4.13% | +0.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.48% | 5.77% | -0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.48% | 5.03% | +0.45% |