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CGBL vs QTAC

Capital Group Core Balanced ETF vs Q3 All-Season Tactical Advantage ETF

CGBL

Capital Group Core Balanced ETF

Annual cost

0.33%

Fund size

$6.7B

QTAC

Q3 All-Season Tactical Advantage ETF

Annual cost

1.78%

Fund size

$59M

Key differences

CGBL is a mixed asset ETF, while QTAC is an alternative ETF. CGBL charges 0.33% a year and QTAC 1.78%.

  • CGBL is a mixed asset fund, while QTAC is an alternative fund. They carry different risk/return profiles.
  • CGBL follows a active selection strategy; QTAC uses multi strategy.
  • CGBL costs 1.45% less per year.
  • CGBL is much larger than QTAC. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CGBLQTAC
Annual cost (TER)0.33%1.78%
Fund size (AUM)$6.7B$59M
Since20232025
Dividend yield1.86%
Asset classmixed assetalternative
Regionnorth america
Strategyactive selectionmulti strategy
CAGR 1Y+16.4%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.86%
Max drawdown-11.66%-16.56%

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

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