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CGBL vs PCRB

Capital Group Core Balanced ETF vs Putnam ESG Core Bond ETF -

CGBL

Capital Group Core Balanced ETF

Annual cost

0.33%

Fund size

$6.7B

PCRB

Putnam ESG Core Bond ETF -

Annual cost

0.36%

Fund size

$7M

Key differences

CGBL is a mixed asset ETF, while PCRB is a fixed income ETF. CGBL charges 0.33% a year and PCRB 0.36%.

  • CGBL is a mixed asset fund, while PCRB is a fixed income fund. They carry different risk/return profiles.
  • CGBL is much larger than PCRB. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CGBLPCRB
Annual cost (TER)0.33%0.36%
Fund size (AUM)$6.7B$7M
Since20232023
Dividend yield1.86%9.74%
Asset classmixed assetfixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+16.4%+3.8%
CAGR 3YN/A+3.8%
CAGR 5YN/AN/A
Sharpe 3YN/A0.06
Volatility 1Y9.86%3.75%
Max drawdown-11.66%-7.20%

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

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