Screener
AVMA vs CGBL
Avantis Moderate Allocation ETF vs Capital Group Core Balanced ETF
Key differences
Both AVMA and CGBL are mixed asset ETFs. AVMA charges 0.21% a year and CGBL 0.33%. The main difference: AVMA costs 0.12% less per year.
- AVMA costs 0.12% less per year.
- CGBL is much larger than AVMA. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| AVMA | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.21% | 0.33% |
| Fund size (AUM) | $69M | $6.7B |
| Since | 2023 | 2023 |
| Dividend yield | 2.34% | 1.86% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +23.2% | +16.7% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 9.35% | 10.12% |
| Max drawdown | -11.81% | -11.66% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.