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CGBL vs RSBA

Capital Group Core Balanced ETF vs Return Stacked Bonds & Merger Arbitrage ETF

CGBL

Capital Group Core Balanced ETF

Annual cost

0.33%

Fund size

$6.7B

RSBA

Return Stacked Bonds & Merger Arbitrage ETF

Annual cost

1.01%

Fund size

$48M

Key differences

CGBL is a mixed asset ETF, while RSBA is a fixed income ETF. CGBL charges 0.33% a year and RSBA 1.01%.

  • CGBL is a mixed asset fund, while RSBA is a fixed income fund. They carry different risk/return profiles.
  • CGBL follows a active selection strategy; RSBA uses arbitrage.
  • CGBL costs 0.68% less per year.
  • CGBL is much larger than RSBA. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CGBLRSBA
Annual cost (TER)0.33%1.01%
Fund size (AUM)$6.7B$48M
Since20232024
Dividend yield1.86%2.84%
Asset classmixed assetfixed income
Regionnorth america
Strategyactive selectionarbitrage
CAGR 1Y+16.4%+3.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.86%4.54%
Max drawdown-11.66%-2.83%

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

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