Screener
BRTR vs CGCP
iShares Total Return Active ETF vs Capital Group Core Plus Income ETF
Key differences
Both BRTR and CGCP are fixed income ETFs. BRTR charges 0.38% a year and CGCP 0.34%. The main difference: BRTR covers North America; CGCP covers global markets.
- BRTR covers North America; CGCP covers global markets.
- CGCP is much larger than BRTR. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| BRTR | CGCP | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.34% |
| Fund size (AUM) | $663M | $7.9B |
| Since | 2023 | 2022 |
| Dividend yield | 4.65% | 5.14% |
| Asset class | fixed income | fixed income |
| Region | north america | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.7% | +5.5% |
| CAGR 3Y | N/A | +5.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.28 |
| Volatility 1Y | 3.63% | 3.64% |
| Max drawdown | -5.07% | -15.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.