CGCP vs. BND
Compare and contrast key facts about Capital Group Core Plus Income ETF (CGCP) and Vanguard Total Bond Market ETF (BND).
CGCP and BND are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CGCP is an actively managed fund by Capital Group. It was launched on Feb 22, 2022. BND is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGCP or BND.
Performance
CGCP vs. BND - Performance Comparison
Returns By Period
In the year-to-date period, CGCP achieves a 2.93% return, which is significantly higher than BND's 1.70% return.
CGCP
2.93%
-0.56%
3.38%
7.92%
N/A
N/A
BND
1.70%
-0.67%
3.15%
6.62%
-0.34%
1.36%
Key characteristics
| CGCP | BND | |
|---|---|---|
| Sharpe Ratio | 1.37 | 1.08 |
| Sortino Ratio | 2.03 | 1.58 |
| Omega Ratio | 1.25 | 1.19 |
| Calmar Ratio | 0.85 | 0.42 |
| Martin Ratio | 4.62 | 3.46 |
| Ulcer Index | 1.67% | 1.76% |
| Daily Std Dev | 5.65% | 5.65% |
| Max Drawdown | -15.07% | -18.84% |
| Current Drawdown | -3.12% | -9.07% |
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CGCP vs. BND - Expense Ratio Comparison
CGCP has a 0.34% expense ratio, which is higher than BND's 0.03% expense ratio.
Correlation
The correlation between CGCP and BND 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.
Risk-Adjusted Performance
CGCP vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group Core Plus Income ETF (CGCP) and Vanguard Total Bond Market ETF (BND). 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.
Dividends
CGCP vs. BND - Dividend Comparison
CGCP's dividend yield for the trailing twelve months is around 5.21%, more than BND's 3.57% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGCP Capital Group Core Plus Income ETF | 5.21% | 4.98% | 2.96% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BND Vanguard Total Bond Market ETF | 3.57% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% | 2.78% |
Drawdowns
CGCP vs. BND - Drawdown Comparison
The maximum CGCP drawdown since its inception was -15.07%, smaller than the maximum BND drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for CGCP and BND. For additional features, visit the drawdowns tool.
Volatility
CGCP vs. BND - Volatility Comparison
The current volatility for Capital Group Core Plus Income ETF (CGCP) is 1.26%, while Vanguard Total Bond Market ETF (BND) has a volatility of 1.50%. This indicates that CGCP experiences smaller price fluctuations and is considered to be less risky than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.