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CGBL vs APUE

Capital Group Core Balanced ETF vs ActivePassive U.S. Equity ETF

CGBL

Capital Group Core Balanced ETF

Capital Group

Annual cost

0.33%

Fund size

$6.1B

APUE

ActivePassive U.S. Equity ETF

Active Passive Funds

Annual cost

0.31%

Fund size

$2.4B

Key differences

  • CGBL is classified as mixed asset, while APUE is equity — different risk/return profiles.

Side-by-side comparison

CGBLAPUE
Annual cost (TER)0.33%0.31%
Fund size (AUM)$6.1B$2.4B
Since20232023
Dividend yield1.92%0.79%
Asset classmixed assetequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+19.6%+30.2%
CAGR 3YN/A+22.9%
CAGR 5YN/AN/A
Sharpe 3YN/A1.24
Volatility 1Y9.65%12.36%
Max drawdown-11.66%-18.83%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CGBL and APUE