Screener
CGBL vs LCR
Capital Group Core Balanced ETF vs Leuthold Core ETF
Key differences
- CGBL costs 0.51% less per year.
- CGBL is significantly larger than LCR — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| CGBL | LCR | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.84% |
| Fund size (AUM) | $6.1B | $70M |
| Since | 2023 | 2020 |
| Dividend yield | 1.92% | 1.35% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +19.6% | +14.8% |
| CAGR 3Y | N/A | +11.5% |
| CAGR 5Y | N/A | +6.9% |
| Sharpe 3Y | N/A | 0.95 |
| Volatility 1Y | 9.65% | 7.52% |
| Max drawdown | -11.66% | -17.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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