Screener
CCOR vs CGBL
Core Alternative ETF vs Capital Group Core Balanced ETF
Key differences
- CGBL costs 0.96% less per year.
- CGBL is significantly larger than CCOR — larger funds tend to be more liquid and less likely to close.
- CCOR is classified as alternative, while CGBL is mixed asset — different risk/return profiles.
- CCOR follows a option income strategy; CGBL uses active selection.
- CCOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CCOR | CGBL | |
|---|---|---|
| Annual cost (TER) | 1.29% | 0.33% |
| Fund size (AUM) | $28M | $6.1B |
| Since | 2017 | 2023 |
| Dividend yield | 1.08% | 1.92% |
| Asset class | alternative | mixed asset |
| Region | north america | — |
| Strategy | option income | active selection |
| CAGR 1Y | -4.9% | +19.6% |
| CAGR 3Y | -2.5% | N/A |
| CAGR 5Y | -2.3% | N/A |
| Sharpe 3Y | -0.56 | N/A |
| Volatility 1Y | 6.92% | 9.65% |
| Max drawdown | -22.99% | -11.66% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to CCOR and CGBL
Explore further