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AGOX vs CGBL
Adaptive Alpha Opportunities ETF vs Capital Group Core Balanced ETF
Key differences
- CGBL costs 1.00% less per year.
- CGBL is significantly larger than AGOX — larger funds tend to be more liquid and less likely to close.
- AGOX is classified as alternative, while CGBL is mixed asset — different risk/return profiles.
- AGOX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AGOX | CGBL | |
|---|---|---|
| Annual cost (TER) | 1.33% | 0.33% |
| Fund size (AUM) | $364M | $6.1B |
| Since | 2012 | 2023 |
| Dividend yield | 0.00% | 1.92% |
| Asset class | alternative | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.0% | +19.6% |
| CAGR 3Y | +18.6% | N/A |
| CAGR 5Y | +8.6% | N/A |
| Sharpe 3Y | 0.78 | N/A |
| Volatility 1Y | 18.38% | 9.65% |
| Max drawdown | -27.72% | -11.66% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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