Screener
APOC vs CGBL
Innovator Equity Defined Protection ETF - 6 Mo Apr/Oct vs Capital Group Core Balanced ETF
Key differences
- CGBL costs 0.46% less per year.
- CGBL is significantly larger than APOC — larger funds tend to be more liquid and less likely to close.
- APOC is classified as alternative, while CGBL is mixed asset — different risk/return profiles.
- APOC follows a structured outcome strategy; CGBL uses active selection.
Side-by-side comparison
| APOC | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.33% |
| Fund size (AUM) | $80M | $6.1B |
| Since | 2024 | 2023 |
| Dividend yield | 0.00% | 1.92% |
| Asset class | alternative | mixed asset |
| Region | north america | — |
| Strategy | structured outcome | active selection |
| CAGR 1Y | +3.5% | +21.0% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 2.65% | 9.69% |
| Max drawdown | -4.17% | -11.66% |
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