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CGBL vs ISBG

Capital Group Core Balanced ETF vs IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF

CGBL

Capital Group Core Balanced ETF

Annual cost

0.33%

Fund size

$6.7B

ISBG

IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF

Annual cost

1.14%

Fund size

$5M

Key differences

CGBL is a mixed asset ETF, while ISBG is an alternative ETF. CGBL charges 0.33% a year and ISBG 1.14%.

  • CGBL is a mixed asset fund, while ISBG is an alternative fund. They carry different risk/return profiles.
  • CGBL costs 0.81% less per year.
  • CGBL is much larger than ISBG. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CGBLISBG
Annual cost (TER)0.33%1.14%
Fund size (AUM)$6.7B$5M
Since20232026
Dividend yield1.86%
Asset classmixed assetalternative
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+15.7%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.86%
Max drawdown-11.66%-49.42%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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