Screener
CGBL vs INKM
Capital Group Core Balanced ETF vs State Street Income Allocation ETF
Key differences
Both CGBL and INKM are mixed asset ETFs. CGBL charges 0.33% a year and INKM 0.50%. The main difference: CGBL costs 0.17% less per year.
- CGBL costs 0.17% less per year.
- CGBL is much larger than INKM. Larger funds are usually more liquid and less likely to close.
- INKM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGBL | INKM | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.50% |
| Fund size (AUM) | $6.7B | $75M |
| Since | 2023 | 2012 |
| Dividend yield | 1.86% | 4.85% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +14.8% | +12.0% |
| CAGR 3Y | N/A | +9.6% |
| CAGR 5Y | N/A | +3.8% |
| Sharpe 3Y | N/A | 0.80 |
| Volatility 1Y | 9.96% | 6.02% |
| Max drawdown | -11.66% | -28.58% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.