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CGBL vs MPLY

Capital Group Core Balanced ETF vs Monopoly ETF

CGBL

Capital Group Core Balanced ETF

Capital Group

Annual cost

0.33%

Fund size

$6.1B

MPLY

Monopoly ETF

Strategy Shares

Annual cost

0.79%

Fund size

$13M

Key differences

  • CGBL costs 0.46% less per year.
  • CGBL is significantly larger than MPLY — larger funds tend to be more liquid and less likely to close.
  • CGBL is classified as mixed asset, while MPLY is equity — different risk/return profiles.

Side-by-side comparison

CGBLMPLY
Annual cost (TER)0.33%0.79%
Fund size (AUM)$6.1B$13M
Since20232025
Dividend yield1.92%
Asset classmixed assetequity
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+19.6%+32.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.65%15.22%
Max drawdown-11.66%-13.46%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CGBL and MPLY