Screener
CGBL vs PLDR
Capital Group Core Balanced ETF vs Putnam Sustainable Leaders ETF
Key differences
CGBL is a mixed asset ETF, while PLDR is an equity ETF. CGBL charges 0.33% a year and PLDR 0.59%.
- CGBL is a mixed asset fund, while PLDR is an equity fund. They carry different risk/return profiles.
- CGBL follows a active selection strategy; PLDR uses index tracking.
- CGBL costs 0.26% less per year.
- CGBL is much larger than PLDR. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CGBL | PLDR | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.59% |
| Fund size (AUM) | $6.7B | $5M |
| Since | 2023 | 2021 |
| Dividend yield | 1.86% | 0.36% |
| Asset class | mixed asset | equity |
| Region | — | global |
| Strategy | active selection | index tracking |
| CAGR 1Y | +16.4% | +17.1% |
| CAGR 3Y | N/A | +17.7% |
| CAGR 5Y | N/A | +9.3% |
| Sharpe 3Y | N/A | 0.95 |
| Volatility 1Y | 9.86% | 12.59% |
| Max drawdown | -11.66% | -29.57% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.