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CGBL vs PFUT

Capital Group Core Balanced ETF vs Putnam Sustainable Future ETF

CGBL

Capital Group Core Balanced ETF

Annual cost

0.33%

Fund size

$6.7B

PFUT

Putnam Sustainable Future ETF

Annual cost

0.64%

Fund size

$4M

Key differences

CGBL is a mixed asset ETF, while PFUT is an equity ETF. CGBL charges 0.33% a year and PFUT 0.64%.

  • CGBL is a mixed asset fund, while PFUT is an equity fund. They carry different risk/return profiles.
  • CGBL costs 0.31% less per year.
  • CGBL is much larger than PFUT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CGBLPFUT
Annual cost (TER)0.33%0.64%
Fund size (AUM)$6.7B$4M
Since20232021
Dividend yield1.86%0.00%
Asset classmixed assetequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+16.4%+3.9%
CAGR 3YN/A+11.9%
CAGR 5YN/A+0.6%
Sharpe 3YN/A0.50
Volatility 1Y9.86%16.31%
Max drawdown-11.66%-44.85%

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

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