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CANQ vs CGBL

Calamos Nasdaq Equity & Income ETF vs Capital Group Core Balanced ETF

CANQ

Calamos Nasdaq Equity & Income ETF

Annual cost

0.94%

Fund size

$25M

CGBL

Capital Group Core Balanced ETF

Annual cost

0.33%

Fund size

$6.7B

Key differences

CANQ is a fixed income ETF, while CGBL is a mixed asset ETF. CANQ charges 0.94% a year and CGBL 0.33%.

  • CANQ is a fixed income fund, while CGBL is a mixed asset fund. They carry different risk/return profiles.
  • CANQ follows a option income strategy; CGBL uses active selection.
  • CGBL costs 0.61% less per year.
  • CGBL is much larger than CANQ. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CANQCGBL
Annual cost (TER)0.94%0.33%
Fund size (AUM)$25M$6.7B
Since20242023
Dividend yield4.32%1.86%
Asset classfixed incomemixed asset
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y+14.2%+16.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.08%9.86%
Max drawdown-12.79%-11.66%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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