Screener
CGBL vs CSM
Capital Group Core Balanced ETF vs ProShares Large Cap Core Plus
Key differences
CGBL is a mixed asset ETF, while CSM is an alternative ETF. CGBL charges 0.33% a year and CSM 0.45%.
- CGBL is a mixed asset fund, while CSM is an alternative fund. They carry different risk/return profiles.
- CGBL costs 0.12% less per year.
- CGBL is much larger than CSM. Larger funds are usually more liquid and less likely to close.
- CSM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGBL | CSM | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.45% |
| Fund size (AUM) | $6.7B | $524M |
| Since | 2023 | 2009 |
| Dividend yield | 1.86% | 1.00% |
| Asset class | mixed asset | alternative |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +14.8% | +23.0% |
| CAGR 3Y | N/A | +20.7% |
| CAGR 5Y | N/A | +12.8% |
| Sharpe 3Y | N/A | 1.07 |
| Volatility 1Y | 9.96% | 12.19% |
| Max drawdown | -11.66% | -36.11% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.