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CGBL vs RSSB

Capital Group Core Balanced ETF vs Return Stacked Global Stocks & Bonds ETF

CGBL

Capital Group Core Balanced ETF

Annual cost

0.33%

Fund size

$6.7B

RSSB

Return Stacked Global Stocks & Bonds ETF

Annual cost

0.39%

Fund size

$504M

Key differences

CGBL is a mixed asset ETF, while RSSB is a fixed income ETF. CGBL charges 0.33% a year and RSSB 0.39%.

  • CGBL is a mixed asset fund, while RSSB is a fixed income fund. They carry different risk/return profiles.
  • CGBL follows a active selection strategy; RSSB uses multi strategy.
  • CGBL costs 0.06% less per year.
  • CGBL is much larger than RSSB. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CGBLRSSB
Annual cost (TER)0.33%0.39%
Fund size (AUM)$6.7B$504M
Since20232023
Dividend yield1.86%3.14%
Asset classmixed assetfixed income
Regionnorth america
Strategyactive selectionmulti strategy
CAGR 1Y+16.4%+24.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.86%15.65%
Max drawdown-11.66%-16.09%

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

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