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CGBL vs RSST

Capital Group Core Balanced ETF vs Return Stacked U.S. Stocks & Managed Futures ETF

CGBL

Capital Group Core Balanced ETF

Annual cost

0.33%

Fund size

$6.7B

RSST

Return Stacked U.S. Stocks & Managed Futures ETF

Annual cost

0.99%

Fund size

$465M

Key differences

CGBL is a mixed asset ETF, while RSST is an alternative ETF. CGBL charges 0.33% a year and RSST 0.99%.

  • CGBL is a mixed asset fund, while RSST is an alternative fund. They carry different risk/return profiles.
  • CGBL follows a active selection strategy; RSST uses multi strategy.
  • CGBL costs 0.66% less per year.
  • CGBL is much larger than RSST. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CGBLRSST
Annual cost (TER)0.33%0.99%
Fund size (AUM)$6.7B$465M
Since20232023
Dividend yield1.86%0.93%
Asset classmixed assetalternative
Regionnorth america
Strategyactive selectionmulti strategy
CAGR 1Y+16.4%+49.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.86%23.15%
Max drawdown-11.66%-30.80%

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

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