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CGBL vs ONLN

Capital Group Core Balanced ETF vs ProShares Online Retail ETF

CGBL

Capital Group Core Balanced ETF

Annual cost

0.33%

Fund size

$6.7B

ONLN

ProShares Online Retail ETF

Annual cost

0.58%

Fund size

$66M

Key differences

CGBL is a mixed asset ETF, while ONLN is an equity ETF. CGBL charges 0.33% a year and ONLN 0.58%.

  • CGBL is a mixed asset fund, while ONLN is an equity fund. They carry different risk/return profiles.
  • CGBL follows a active selection strategy; ONLN uses index tracking.
  • CGBL costs 0.25% less per year.
  • CGBL is much larger than ONLN. Larger funds are usually more liquid and less likely to close.
  • ONLN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGBLONLN
Annual cost (TER)0.33%0.58%
Fund size (AUM)$6.7B$66M
Since20232018
Dividend yield1.86%0.33%
Asset classmixed assetequity
Regionglobal
Strategyactive selectionindex tracking
CAGR 1Y+16.4%+7.4%
CAGR 3YN/A+22.0%
CAGR 5YN/A-6.5%
Sharpe 3YN/A0.76
Volatility 1Y9.86%23.81%
Max drawdown-11.66%-71.77%

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

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