Screener
CGBL vs FTBI
Capital Group Core Balanced ETF vs First Trust Balanced Income ETF
Key differences
Both CGBL and FTBI are mixed asset ETFs. CGBL charges 0.33% a year and FTBI 0.97%. The main difference: CGBL follows a active selection strategy; FTBI uses index tracking.
- CGBL follows a active selection strategy; FTBI uses index tracking.
- CGBL costs 0.64% less per year.
- CGBL is much larger than FTBI. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CGBL | FTBI | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.97% |
| Fund size (AUM) | $6.7B | $20M |
| Since | 2023 | 2025 |
| Dividend yield | 1.86% | 7.31% |
| Asset class | mixed asset | mixed asset |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +16.4% | +15.8% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 9.86% | 7.29% |
| Max drawdown | -11.66% | -5.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.