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AOM vs CGBL
iShares Core 40/60 Moderate Allocation ETF vs Capital Group Core Balanced ETF
Key differences
- AOM costs 0.18% less per year.
- CGBL is significantly larger than AOM — larger funds tend to be more liquid and less likely to close.
- AOM follows a index tracking strategy; CGBL uses active selection.
- AOM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOM | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.33% |
| Fund size (AUM) | $1.7B | $6.1B |
| Since | 2008 | 2023 |
| Dividend yield | 3.04% | 1.92% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +15.2% | +19.6% |
| CAGR 3Y | +10.8% | N/A |
| CAGR 5Y | +4.9% | N/A |
| Sharpe 3Y | 0.96 | N/A |
| Volatility 1Y | 6.55% | 9.65% |
| Max drawdown | -19.96% | -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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