Screener
BTGD vs CGBL
STKd 100% Bitcoin & 100% Gold ETF vs Capital Group Core Balanced ETF
Key differences
BTGD is an alternative ETF, while CGBL is a mixed asset ETF. BTGD charges 1.05% a year and CGBL 0.33%.
- BTGD is an alternative fund, while CGBL is a mixed asset fund. They carry different risk/return profiles.
- BTGD follows a multi strategy strategy; CGBL uses active selection.
- CGBL costs 0.72% less per year.
- CGBL is much larger than BTGD. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| BTGD | CGBL | |
|---|---|---|
| Annual cost (TER) | 1.05% | 0.33% |
| Fund size (AUM) | $55M | $6.7B |
| Since | 2024 | 2023 |
| Dividend yield | 4.08% | 1.86% |
| Asset class | alternative | mixed asset |
| Region | — | — |
| Strategy | multi strategy | active selection |
| CAGR 1Y | -37.2% | +15.7% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 55.77% | 9.86% |
| Max drawdown | -53.31% | -11.66% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.