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CGBL vs FDRS

Capital Group Core Balanced ETF vs Corgi ETF Trust I

CGBL

Capital Group Core Balanced ETF

Capital Group

Annual cost

0.33%

Fund size

$6.1B

FDRS

Corgi ETF Trust I

Corgi Funds

Annual cost

0.49%

Fund size

$77M

Key differences

  • CGBL costs 0.16% less per year.
  • CGBL is significantly larger than FDRS — larger funds tend to be more liquid and less likely to close.
  • CGBL is classified as mixed asset, while FDRS is alternative — different risk/return profiles.
  • CGBL follows a active selection strategy; FDRS uses leveraged.

Side-by-side comparison

CGBLFDRS
Annual cost (TER)0.33%0.49%
Fund size (AUM)$6.1B$77M
Since20232025
Dividend yield1.92%
Asset classmixed assetalternative
Regionnorth america
Strategyactive selectionleveraged
CAGR 1Y+19.6%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.65%
Max drawdown-11.66%-21.64%

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

Similar to CGBL and FDRS