Screener
CGBL vs BTR
Capital Group Core Balanced ETF vs Beacon Tactical Risk ETF
Key differences
Both CGBL and BTR are mixed asset ETFs. CGBL charges 0.33% a year and BTR 1.08%. The main difference: CGBL costs 0.75% less per year.
- CGBL costs 0.75% less per year.
- CGBL is much larger than BTR. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CGBL | BTR | |
|---|---|---|
| Annual cost (TER) | 0.33% | 1.08% |
| Fund size (AUM) | $6.7B | $35M |
| Since | 2023 | 2023 |
| Dividend yield | 1.86% | 1.19% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +16.7% | +18.8% |
| CAGR 3Y | N/A | +4.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.14 |
| Volatility 1Y | 10.12% | 9.95% |
| Max drawdown | -11.66% | -16.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.