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CGBL vs FSML

Capital Group Core Balanced ETF vs Franklin Small Cap Enhanced ETF

CGBL

Capital Group Core Balanced ETF

Capital Group

Annual cost

0.33%

Fund size

$6.1B

FSML

Franklin Small Cap Enhanced ETF

Annual cost

Fund size

Key differences

  • CGBL is classified as mixed asset, while FSML is alternative — different risk/return profiles.
  • CGBL follows a active selection strategy; FSML uses multi strategy.

Side-by-side comparison

CGBLFSML
Annual cost (TER)0.33%
Fund size (AUM)$6.1B
Since2023
Dividend yield1.92%
Asset classmixed assetalternative
Regionemerging markets
Strategyactive selectionmulti strategy
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%-10.83%

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

Similar to CGBL and FSML