Skip to content
Beacon
Screener

CGBL vs RSSX

Capital Group Core Balanced ETF vs Return Stacked U.S. Stocks & Gold/Bitcoin ETF

CGBL

Capital Group Core Balanced ETF

Annual cost

0.33%

Fund size

$6.7B

RSSX

Return Stacked U.S. Stocks & Gold/Bitcoin ETF

Annual cost

0.67%

Fund size

$69M

Key differences

CGBL is a mixed asset ETF, while RSSX is an alternative ETF. CGBL charges 0.33% a year and RSSX 0.67%.

  • CGBL is a mixed asset fund, while RSSX is an alternative fund. They carry different risk/return profiles.
  • CGBL follows a active selection strategy; RSSX uses multi strategy.
  • CGBL costs 0.34% less per year.
  • CGBL is much larger than RSSX. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CGBLRSSX
Annual cost (TER)0.33%0.67%
Fund size (AUM)$6.7B$69M
Since20232025
Dividend yield1.86%1.43%
Asset classmixed assetalternative
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%32.50%
Max drawdown-11.66%-27.37%

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

Similar to CGBL and RSSX