CGCP vs. IMTB
CGCP (Capital Group Core Plus Income ETF) and IMTB (iShares Core 5-10 Year USD Bond ETF) are both Intermediate Core-Plus Bond funds. CGCP is actively managed, while IMTB is passively managed. Over the past 3 years, CGCP returned 4.94%/yr vs 4.69%/yr for IMTB. Their correlation of 0.92 means they have usually moved in the same direction. CGCP charges 0.34%/yr vs 0.06%/yr for IMTB.
Performance
CGCP vs. IMTB - Performance Comparison
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Returns By Period
In the year-to-date period, CGCP achieves a -0.44% return, which is significantly higher than IMTB's -0.69% return.
CGCP
- 1D
- -0.19%
- 1M
- -1.22%
- 6M
- -0.78%
- YTD
- -0.44%
- 1Y
- 2.25%
- 3Y*
- 4.94%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 1.43%
IMTB
- 1D
- -0.37%
- 1M
- -1.14%
- 6M
- -0.85%
- YTD
- -0.69%
- 1Y
- 2.82%
- 3Y*
- 4.69%
- 5Y*
- 0.15%
- 10Y*
- —
- ALL TIME*
- 1.76%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $30.29M | $29.41M | $33.98M | |
| $2.15M | $1.45M | $1.46M |
CGCP vs. IMTB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CGCP Capital Group Core Plus Income ETF | -0.44% | 7.35% | 2.95% | 7.17% | -9.68% |
IMTB iShares Core 5-10 Year USD Bond ETF | -0.69% | 8.88% | 1.94% | 6.10% | -9.33% |
Correlation
The correlation between CGCP and IMTB is 0.92, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.92 |
Correlation (3Y) Balances recent behavior with more history. | 0.91 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2022 | 0.92 |
The correlation between CGCP and IMTB has been stable across timeframes, ranging from 0.91 to 0.92 - a consistent structural relationship.
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Return for Risk
CGCP vs. IMTB — Risk / Return Rank
CGCP
IMTB
CGCP vs. IMTB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group Core Plus Income ETF (CGCP) and iShares Core 5-10 Year USD Bond ETF (IMTB). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CGCP | IMTB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.05 | ||
| Sortino ratioReturn per unit of downside risk | -0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.15 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.18 | 1.27 | -0.10 |
| Martin ratioReturn relative to average drawdown | 3.31 | 3.27 | +0.04 |
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Drawdowns
CGCP vs. IMTB - Drawdown Comparison
The maximum CGCP drawdown since its inception was -15.06%, smaller than the maximum IMTB drawdown of -18.15%. Use the drawdown chart below to compare losses from any high point for CGCP and IMTB.
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Drawdown Indicators
| CGCP | IMTB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.06% | -18.15% | +3.09% |
Max Drawdown (1Y)Largest decline over 1 year | -2.59% | -2.86% | +0.27% |
Max Drawdown (3Y)Largest decline over 3 years | -4.52% | -5.83% | +1.31% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.05% | — |
Current DrawdownCurrent decline from peak | -1.93% | -2.40% | +0.47% |
Average DrawdownAverage peak-to-trough decline | -4.79% | -4.09% | -0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 1.11% | -0.19% |
Volatility
CGCP vs. IMTB - Volatility Comparison
The current volatility for Capital Group Core Plus Income ETF (CGCP) is 1.04%, while iShares Core 5-10 Year USD Bond ETF (IMTB) has a volatility of 1.10%. This indicates that CGCP experiences smaller price fluctuations and is considered to be less risky than IMTB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CGCP | IMTB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.04% | 1.10% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 2.98% | 3.29% | -0.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.66% | 4.13% | -0.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.28% | 6.32% | -0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.28% | 5.17% | +1.11% |
CGCP vs. IMTB - Expense Ratio Comparison
CGCP has a 0.34% expense ratio, which is higher than IMTB's 0.06% expense ratio.
Dividends
CGCP vs. IMTB - Dividend Comparison
CGCP's dividend yield for the trailing twelve months is around 5.16%, more than IMTB's 4.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
CGCP Capital Group Core Plus Income ETF | 5.16% | 5.10% | 5.17% | 4.98% | 2.96% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IMTB iShares Core 5-10 Year USD Bond ETF | 4.18% | 4.40% | 4.42% | 4.13% | 2.90% | 2.49% | 2.63% | 2.91% | 3.04% | 2.75% | 0.40% |
Frequently Asked Questions
With a correlation of 0.92, CGCP and IMTB move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
IMTB has higher volatility (1.10%) compared to CGCP (1.04%). In terms of maximum drawdown, CGCP dropped -15.06% vs IMTB's -18.15%.
On 3-year performance, CGCP leads with 4.94% vs 4.69% for IMTB. On fees, IMTB is cheaper at 0.06% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, CGCP has performed better with a 4.94% return vs 4.69%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IMTB is cheaper with a 0.06% expense ratio, compared with 0.34% for CGCP.
CGCP has the higher dividend yield at 5.16%, compared with 4.18% for IMTB.
They also come from different issuers: Capital Group and iShares. Their fees differ too: 0.34% for CGCP and 0.06% for IMTB.
IMTB currently has the higher Sharpe Ratio (0.88 vs 0.83), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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