Screener
CGBL vs QVOY
Capital Group Core Balanced ETF vs Q3 All-Season Active Rotation ETF
Key differences
CGBL is a mixed asset ETF, while QVOY is a fixed income ETF. CGBL charges 0.33% a year and QVOY 1.32%.
- CGBL is a mixed asset fund, while QVOY is a fixed income fund. They carry different risk/return profiles.
- CGBL costs 0.99% less per year.
- CGBL is much larger than QVOY. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CGBL | QVOY | |
|---|---|---|
| Annual cost (TER) | 0.33% | 1.32% |
| Fund size (AUM) | $6.7B | $60M |
| Since | 2023 | 2022 |
| Dividend yield | 1.86% | 0.49% |
| Asset class | mixed asset | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +16.4% | +21.4% |
| CAGR 3Y | N/A | +11.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.55 |
| Volatility 1Y | 9.86% | 18.29% |
| Max drawdown | -11.66% | -17.05% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.