Screener
CGBL vs FCEF
Capital Group Core Balanced ETF vs First Trust Income Opportunity ETF
Key differences
Both CGBL and FCEF are mixed asset ETFs. CGBL charges 0.33% a year and FCEF 3.69%. The main difference: CGBL costs 3.36% less per year.
- CGBL costs 3.36% less per year.
- CGBL is much larger than FCEF. Larger funds are usually more liquid and less likely to close.
- FCEF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGBL | FCEF | |
|---|---|---|
| Annual cost (TER) | 0.33% | 3.69% |
| Fund size (AUM) | $6.7B | $79M |
| Since | 2023 | 2016 |
| Dividend yield | 1.86% | 6.19% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +16.4% | +15.1% |
| CAGR 3Y | N/A | +15.8% |
| CAGR 5Y | N/A | +5.6% |
| Sharpe 3Y | N/A | 1.16 |
| Volatility 1Y | 9.86% | 7.84% |
| Max drawdown | -11.66% | -44.81% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.