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CGBL vs CANQ

Capital Group Core Balanced ETF vs Calamos Nasdaq Equity & Income ETF

CGBL

Capital Group Core Balanced ETF

Annual cost

0.33%

Fund size

$6.7B

CANQ

Calamos Nasdaq Equity & Income ETF

Annual cost

0.94%

Fund size

$25M

Key differences

CGBL is a mixed asset ETF, while CANQ is a fixed income ETF. CGBL charges 0.33% a year and CANQ 0.94%.

  • CGBL is a mixed asset fund, while CANQ is a fixed income fund. They carry different risk/return profiles.
  • CGBL follows a active selection strategy; CANQ uses option income.
  • CGBL costs 0.61% less per year.
  • CGBL is much larger than CANQ. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CGBLCANQ
Annual cost (TER)0.33%0.94%
Fund size (AUM)$6.7B$25M
Since20232024
Dividend yield1.86%4.32%
Asset classmixed assetfixed income
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+16.7%+14.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y10.12%11.27%
Max drawdown-11.66%-12.79%

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

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