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AOR vs CGBL
iShares Core 60/40 Balanced Allocation ETF vs Capital Group Core Balanced ETF
Key differences
- AOR costs 0.18% less per year.
- AOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOR | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.33% |
| Fund size (AUM) | $3.5B | $6.1B |
| Since | 2008 | 2023 |
| Dividend yield | 2.53% | 1.92% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +19.8% | +19.6% |
| CAGR 3Y | +14.4% | N/A |
| CAGR 5Y | +7.1% | N/A |
| Sharpe 3Y | 1.11 | N/A |
| Volatility 1Y | 8.47% | 9.65% |
| Max drawdown | -22.95% | -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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