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CGBL vs HEQT
Capital Group Core Balanced ETF vs Simplify Hedged Equity ETF
Key differences
- CGBL costs 0.10% less per year.
- CGBL is significantly larger than HEQT — larger funds tend to be more liquid and less likely to close.
- CGBL is classified as mixed asset, while HEQT is alternative — different risk/return profiles.
- CGBL follows a active selection strategy; HEQT uses option income.
Side-by-side comparison
| CGBL | HEQT | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.43% |
| Fund size (AUM) | $6.1B | $321M |
| Since | 2023 | 2021 |
| Dividend yield | 1.92% | 1.21% |
| Asset class | mixed asset | alternative |
| Region | — | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +19.6% | +15.3% |
| CAGR 3Y | N/A | +13.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.24 |
| Volatility 1Y | 9.65% | 6.50% |
| Max drawdown | -11.66% | -11.51% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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