Screener
CGBL vs AGOX
Capital Group Core Balanced ETF vs Adaptive Alpha Opportunities ETF
Key differences
CGBL is a mixed asset ETF, while AGOX is an alternative ETF. CGBL charges 0.33% a year and AGOX 1.33%.
- CGBL is a mixed asset fund, while AGOX is an alternative fund. They carry different risk/return profiles.
- CGBL costs 1.00% less per year.
- CGBL is much larger than AGOX. Larger funds are usually more liquid and less likely to close.
- AGOX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGBL | AGOX | |
|---|---|---|
| Annual cost (TER) | 0.33% | 1.33% |
| Fund size (AUM) | $6.7B | $387M |
| Since | 2023 | 2012 |
| Dividend yield | 1.86% | 0.00% |
| Asset class | mixed asset | alternative |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +16.7% | +27.6% |
| CAGR 3Y | N/A | +18.6% |
| CAGR 5Y | N/A | +8.5% |
| Sharpe 3Y | N/A | 0.78 |
| Volatility 1Y | 10.12% | 18.54% |
| Max drawdown | -11.66% | -27.72% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.