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CGBL vs BDYN

Capital Group Core Balanced ETF vs iShares Dynamic Equity Active ETF

CGBL

Capital Group Core Balanced ETF

Annual cost

0.33%

Fund size

$6.7B

BDYN

iShares Dynamic Equity Active ETF

Annual cost

0.40%

Fund size

$2.9B

Key differences

Both CGBL and BDYN are mixed asset ETFs. CGBL charges 0.33% a year and BDYN 0.40%. The main difference: CGBL costs 0.07% less per year.

  • CGBL costs 0.07% less per year.
  • BDYN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGBLBDYN
Annual cost (TER)0.33%0.40%
Fund size (AUM)$6.7B$2.9B
Since20232017
Dividend yield1.86%0.91%
Asset classmixed assetmixed asset
Region
Strategyactive selectionactive selection
CAGR 1Y+16.7%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y10.12%
Max drawdown-11.66%-10.85%

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

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