Screener
CGBL vs MPRO
Capital Group Core Balanced ETF vs Monarch ProCap ETF
Key differences
- CGBL costs 0.74% less per year.
- CGBL is significantly larger than MPRO — larger funds tend to be more liquid and less likely to close.
- CGBL follows a active selection strategy; MPRO uses index tracking.
Side-by-side comparison
| CGBL | MPRO | |
|---|---|---|
| Annual cost (TER) | 0.33% | 1.07% |
| Fund size (AUM) | $6.1B | $253M |
| Since | 2023 | 2021 |
| Dividend yield | 1.92% | 1.89% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | index tracking |
| CAGR 1Y | +19.6% | +14.7% |
| CAGR 3Y | N/A | +10.3% |
| CAGR 5Y | N/A | +5.7% |
| Sharpe 3Y | N/A | 0.82 |
| Volatility 1Y | 9.65% | 6.68% |
| Max drawdown | -11.66% | -14.50% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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