Screener
CGBL vs RSBY
Capital Group Core Balanced ETF vs Return Stacked Bonds & Futures Yield ETF
Key differences
CGBL is a mixed asset ETF, while RSBY is a fixed income ETF. CGBL charges 0.33% a year and RSBY 1.01%.
- CGBL is a mixed asset fund, while RSBY is a fixed income fund. They carry different risk/return profiles.
- CGBL follows a active selection strategy; RSBY uses multi strategy.
- CGBL costs 0.68% less per year.
- CGBL is much larger than RSBY. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CGBL | RSBY | |
|---|---|---|
| Annual cost (TER) | 0.33% | 1.01% |
| Fund size (AUM) | $6.7B | $70M |
| Since | 2023 | 2024 |
| Dividend yield | 1.86% | 1.76% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | active selection | multi strategy |
| CAGR 1Y | +16.4% | +19.7% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 9.86% | 11.78% |
| Max drawdown | -11.66% | -23.32% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.