Screener
AOA vs CGBL
iShares Core 80/20 Aggressive Allocation ETF vs Capital Group Core Balanced ETF
Key differences
- AOA costs 0.18% less per year.
- AOA follows a index tracking strategy; CGBL uses active selection.
- AOA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOA | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.33% |
| Fund size (AUM) | $3.0B | $6.1B |
| Since | 2008 | 2023 |
| Dividend yield | 2.12% | 1.92% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +24.6% | +19.6% |
| CAGR 3Y | +17.5% | N/A |
| CAGR 5Y | +9.3% | N/A |
| Sharpe 3Y | 1.14 | N/A |
| Volatility 1Y | 10.68% | 9.65% |
| Max drawdown | -28.38% | -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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