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CGBL vs PWRD
Capital Group Core Balanced ETF vs TCW Transform Systems ETF
Key differences
CGBL is a mixed asset ETF, while PWRD is an equity ETF. CGBL charges 0.33% a year and PWRD 0.75%.
- CGBL is a mixed asset fund, while PWRD is an equity fund. They carry different risk/return profiles.
- CGBL costs 0.42% less per year.
- CGBL is much larger than PWRD. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CGBL | PWRD | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.75% |
| Fund size (AUM) | $6.7B | $1.4B |
| Since | 2023 | 2022 |
| Dividend yield | 1.86% | 0.15% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +15.7% | +30.4% |
| CAGR 3Y | N/A | +32.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.22 |
| Volatility 1Y | 9.86% | 23.94% |
| Max drawdown | -11.66% | -25.87% |
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