Screener
CGBL vs AOA
Capital Group Core Balanced ETF vs iShares Core 80/20 Aggressive Allocation ETF
Key differences
- AOA costs 0.18% less per year.
- CGBL follows a active selection strategy; AOA uses index tracking.
- AOA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGBL | AOA | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.15% |
| Fund size (AUM) | $6.1B | $3.0B |
| Since | 2023 | 2008 |
| Dividend yield | 1.92% | 2.12% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | index tracking |
| CAGR 1Y | +19.6% | +24.6% |
| CAGR 3Y | N/A | +17.5% |
| CAGR 5Y | N/A | +9.3% |
| Sharpe 3Y | N/A | 1.14 |
| Volatility 1Y | 9.65% | 10.68% |
| Max drawdown | -11.66% | -28.38% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to CGBL and AOA
Explore further