CGDV vs. BXSL
CGDV (Capital Group Dividend Value ETF) is Large Cap Value Equities fund actively managed by Capital Group, while BXSL (Blackstone Secured Lending Fund) is a stock. Over the past 3 years, CGDV returned 24.15%/yr vs 7.49%/yr for BXSL. At a 0.40 correlation, their price movements are largely independent.
Performance
CGDV vs. BXSL - Performance Comparison
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Returns By Period
In the year-to-date period, CGDV achieves a 11.55% return, which is significantly higher than BXSL's -6.39% return.
CGDV
- 1D
- 0.66%
- 1M
- 0.35%
- YTD
- 11.55%
- 6M
- 12.50%
- 1Y
- 28.33%
- 3Y*
- 24.15%
- 5Y*
- —
- 10Y*
- —
BXSL
- 1D
- -0.21%
- 1M
- -1.08%
- YTD
- -6.39%
- 6M
- -9.95%
- 1Y
- -15.35%
- 3Y*
- 7.49%
- 5Y*
- —
- 10Y*
- —
CGDV vs. BXSL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CGDV Capital Group Dividend Value ETF | 11.55% | 25.50% | 20.10% | 28.81% | -0.44% |
BXSL Blackstone Secured Lending Fund | -6.39% | -9.36% | 29.02% | 37.82% | -13.41% |
Correlation
The correlation between CGDV and BXSL is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2022 | 0.40 |
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Return for Risk
CGDV vs. BXSL — Risk / Return Rank
CGDV
BXSL
CGDV vs. BXSL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group Dividend Value ETF (CGDV) and Blackstone Secured Lending Fund (BXSL). 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.
| CGDV | BXSL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.06 | ||
| Sortino ratioReturn per unit of downside risk | +4.20 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 0.88 | +0.54 |
| Calmar ratioReturn relative to maximum drawdown | 2.83 | -0.68 | +3.51 |
| Martin ratioReturn relative to average drawdown | 13.19 | -1.01 | +14.20 |
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Drawdowns
CGDV vs. BXSL - Drawdown Comparison
The maximum CGDV drawdown since its inception was -21.82%, smaller than the maximum BXSL drawdown of -36.80%. Use the drawdown chart below to compare losses from any high point for CGDV and BXSL.
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Drawdown Indicators
| CGDV | BXSL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.82% | -36.80% | +14.98% |
Max Drawdown (1Y)Largest decline over 1 year | -9.75% | -23.47% | +13.72% |
Max Drawdown (3Y)Largest decline over 3 years | -14.28% | -24.21% | +9.93% |
Current DrawdownCurrent decline from peak | -0.98% | -20.54% | +19.56% |
Average DrawdownAverage peak-to-trough decline | -3.60% | -14.15% | +10.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.09% | 15.73% | -13.64% |
Volatility
CGDV vs. BXSL - Volatility Comparison
The current volatility for Capital Group Dividend Value ETF (CGDV) is 4.52%, while Blackstone Secured Lending Fund (BXSL) has a volatility of 5.42%. This indicates that CGDV experiences smaller price fluctuations and is considered to be less risky than BXSL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CGDV | BXSL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.52% | 5.42% | -0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 9.80% | 16.42% | -6.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.13% | 20.20% | -8.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.57% | 23.85% | -8.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.57% | 23.85% | -8.28% |
Dividends
CGDV vs. BXSL - Dividend Comparison
CGDV's dividend yield for the trailing twelve months is around 1.17%, less than BXSL's 12.91% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
BXSL Blackstone Secured Lending Fund | 12.91% | 11.70% | 9.53% | 10.64% | 13.02% | 1.56% |
CGDV Capital Group Dividend Value ETF | 1.17% | 1.29% | 1.60% | 1.65% | 1.36% | 0.00% |
Frequently Asked Questions
CGDV and BXSL have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BXSL has higher volatility (5.42%) compared to CGDV (4.52%). In terms of maximum drawdown, CGDV dropped -21.82% vs BXSL's -36.80%.
CGDV currently has the higher Sharpe Ratio (2.27 vs -0.79), 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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