Screener
BCGD vs CGBL
Baron Global Durable Advantage ETF vs Capital Group Core Balanced ETF
Key differences
BCGD is an equity ETF, while CGBL is a mixed asset ETF. BCGD charges 0.75% a year and CGBL 0.33%.
- BCGD is an equity fund, while CGBL is a mixed asset fund. They carry different risk/return profiles.
- BCGD follows a index tracking strategy; CGBL uses active selection.
- CGBL costs 0.42% less per year.
- CGBL is much larger than BCGD. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| BCGD | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.33% |
| Fund size (AUM) | $10M | $6.7B |
| Since | 2025 | 2023 |
| Dividend yield | — | 1.86% |
| Asset class | equity | mixed asset |
| Region | global | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | N/A | +15.7% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 9.86% |
| Max drawdown | -13.78% | -11.66% |
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