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CGBL vs CGCP

Capital Group Core Balanced ETF vs Capital Group Core Plus Income ETF

CGBL

Capital Group Core Balanced ETF

Capital Group

Annual cost

0.33%

Fund size

$6.1B

CGCP

Capital Group Core Plus Income ETF

Capital Group

Annual cost

0.34%

Fund size

$7.6B

Key differences

  • CGBL is classified as mixed asset, while CGCP is fixed income — different risk/return profiles.

Side-by-side comparison

CGBLCGCP
Annual cost (TER)0.33%0.34%
Fund size (AUM)$6.1B$7.6B
Since20232022
Dividend yield1.92%5.14%
Asset classmixed assetfixed income
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+19.6%+6.6%
CAGR 3YN/A+5.1%
CAGR 5YN/AN/A
Sharpe 3YN/A0.29
Volatility 1Y9.65%3.74%
Max drawdown-11.66%-15.07%

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

Similar to CGBL and CGCP