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CGBL vs SAMT
Capital Group Core Balanced ETF vs Strategas Macro Thematic Opportunities ETF
Key differences
- CGBL costs 0.33% less per year.
- CGBL is significantly larger than SAMT — larger funds tend to be more liquid and less likely to close.
- CGBL is classified as mixed asset, while SAMT is alternative — different risk/return profiles.
- CGBL follows a active selection strategy; SAMT uses tactical allocation.
Side-by-side comparison
| CGBL | SAMT | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.66% |
| Fund size (AUM) | $6.1B | $619M |
| Since | 2023 | 2022 |
| Dividend yield | 1.92% | 0.62% |
| Asset class | mixed asset | alternative |
| Region | — | — |
| Strategy | active selection | tactical allocation |
| CAGR 1Y | +19.6% | +46.3% |
| CAGR 3Y | N/A | +28.4% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.45 |
| Volatility 1Y | 9.65% | 16.65% |
| Max drawdown | -11.66% | -20.57% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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