Screener
CGBL vs RLY
Capital Group Core Balanced ETF vs State Street Multi-Asset Real Return ETF
Key differences
CGBL is a mixed asset ETF, while RLY is a fixed income ETF. CGBL charges 0.33% a year and RLY 0.50%.
- CGBL is a mixed asset fund, while RLY is a fixed income fund. They carry different risk/return profiles.
- CGBL costs 0.17% less per year.
- CGBL is much larger than RLY. Larger funds are usually more liquid and less likely to close.
- RLY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGBL | RLY | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.50% |
| Fund size (AUM) | $6.7B | $1.2B |
| Since | 2023 | 2012 |
| Dividend yield | 1.86% | 2.89% |
| Asset class | mixed asset | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +14.8% | +26.9% |
| CAGR 3Y | N/A | +14.1% |
| CAGR 5Y | N/A | +9.9% |
| Sharpe 3Y | N/A | 0.90 |
| Volatility 1Y | 9.96% | 10.35% |
| Max drawdown | -11.66% | -34.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.