Screener
CGBL vs CLIX
Capital Group Core Balanced ETF vs ProShares Long Online/Short Stores ETF
Key differences
CGBL is a mixed asset ETF, while CLIX is an equity ETF. CGBL charges 0.33% a year and CLIX 0.65%.
- CGBL is a mixed asset fund, while CLIX is an equity fund. They carry different risk/return profiles.
- CGBL follows a active selection strategy; CLIX uses inverse.
- CGBL costs 0.32% less per year.
- CGBL is much larger than CLIX. Larger funds are usually more liquid and less likely to close.
- CLIX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGBL | CLIX | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.65% |
| Fund size (AUM) | $6.7B | $7M |
| Since | 2023 | 2017 |
| Dividend yield | 1.86% | 0.55% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | inverse |
| CAGR 1Y | +16.4% | +7.5% |
| CAGR 3Y | N/A | +18.3% |
| CAGR 5Y | N/A | -6.8% |
| Sharpe 3Y | N/A | 0.74 |
| Volatility 1Y | 9.86% | 21.01% |
| Max drawdown | -11.66% | -73.21% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.