Screener
CGBL vs CWS
Capital Group Core Balanced ETF vs AdvisorShares Focused Equity ETF
Key differences
- CGBL costs 0.32% less per year.
- CGBL is significantly larger than CWS — larger funds tend to be more liquid and less likely to close.
- CGBL is classified as mixed asset, while CWS is equity — different risk/return profiles.
- CWS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGBL | CWS | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.65% |
| Fund size (AUM) | $6.1B | $155M |
| Since | 2023 | 2016 |
| Dividend yield | 1.92% | 0.31% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +21.0% | +1.0% |
| CAGR 3Y | N/A | +10.3% |
| CAGR 5Y | N/A | +8.4% |
| Sharpe 3Y | N/A | 0.51 |
| Volatility 1Y | 9.69% | 13.35% |
| Max drawdown | -11.66% | -33.82% |
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