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ANEW vs CGBL
ProShares MSCI Transformational Changes ETF vs Capital Group Core Balanced ETF
Key differences
ANEW is an equity ETF, while CGBL is a mixed asset ETF. ANEW charges 0.45% a year and CGBL 0.33%.
- ANEW is an equity fund, while CGBL is a mixed asset fund. They carry different risk/return profiles.
- ANEW follows a index tracking strategy; CGBL uses active selection.
- CGBL costs 0.12% less per year.
- CGBL is much larger than ANEW. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| ANEW | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.33% |
| Fund size (AUM) | $8M | $6.7B |
| Since | 2020 | 2023 |
| Dividend yield | 0.61% | 1.86% |
| Asset class | equity | mixed asset |
| Region | — | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +2.8% | +15.7% |
| CAGR 3Y | +13.8% | N/A |
| CAGR 5Y | +3.5% | N/A |
| Sharpe 3Y | 0.68 | N/A |
| Volatility 1Y | 13.47% | 9.86% |
| Max drawdown | -39.87% | -11.66% |
Similar to ANEW and CGBL
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