Skip to content
Beacon
Screener

BOBP vs CGBL

CORE16 Best of Breed Premier Index ETF vs Capital Group Core Balanced ETF

BOBP

CORE16 Best of Breed Premier Index ETF

Exchange Traded Concepts

Annual cost

0.70%

Fund size

$2M

CGBL

Capital Group Core Balanced ETF

Capital Group

Annual cost

0.33%

Fund size

$6.1B

Key differences

  • CGBL costs 0.37% less per year.
  • CGBL is significantly larger than BOBP — larger funds tend to be more liquid and less likely to close.
  • BOBP is classified as equity, while CGBL is mixed asset — different risk/return profiles.
  • BOBP follows a index tracking strategy; CGBL uses active selection.

Side-by-side comparison

BOBPCGBL
Annual cost (TER)0.70%0.33%
Fund size (AUM)$2M$6.1B
Since20252023
Dividend yield1.92%
Asset classequitymixed asset
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+28.7%+19.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y18.15%9.65%
Max drawdown-13.06%-11.66%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BOBP and CGBL