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CGBL vs ISSB

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

CGBL

Capital Group Core Balanced ETF

Annual cost

0.33%

Fund size

$6.7B

ISSB

IncomeSTKd 1x US Stocks & 1x Bitcoin Premium ETF

Annual cost

1.14%

Fund size

$2M

Key differences

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

  • CGBL is a mixed asset fund, while ISSB is an alternative fund. They carry different risk/return profiles.
  • CGBL follows a active selection strategy; ISSB uses option income.
  • CGBL costs 0.81% less per year.
  • CGBL is much larger than ISSB. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CGBLISSB
Annual cost (TER)0.33%1.14%
Fund size (AUM)$6.7B$2M
Since20232026
Dividend yield1.86%
Asset classmixed assetalternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+16.4%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.86%
Max drawdown-11.66%-30.57%

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

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