Screener
CGBL vs RULE
Capital Group Core Balanced ETF vs Adaptive Core ETF
Key differences
- CGBL costs 1.51% less per year.
- CGBL is significantly larger than RULE — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| CGBL | RULE | |
|---|---|---|
| Annual cost (TER) | 0.33% | 1.84% |
| Fund size (AUM) | $6.1B | $14M |
| Since | 2023 | 2021 |
| Dividend yield | 1.92% | 0.00% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +19.6% | +41.5% |
| CAGR 3Y | N/A | +16.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.81 |
| Volatility 1Y | 9.65% | 19.69% |
| Max drawdown | -11.66% | -30.48% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to CGBL and RULE
Explore further