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CGBL vs SFTX

Capital Group Core Balanced ETF vs Horizon International Managed Risk ETF

CGBL

Capital Group Core Balanced ETF

Annual cost

0.33%

Fund size

$6.1B

SFTX

Horizon International Managed Risk ETF

Annual cost

0.82%

Fund size

$412M

Key differences

  • CGBL costs 0.49% less per year.
  • CGBL is significantly larger than SFTX — larger funds tend to be more liquid and less likely to close.
  • CGBL is classified as mixed asset, while SFTX is equity — different risk/return profiles.

Side-by-side comparison

CGBLSFTX
Annual cost (TER)0.33%0.82%
Fund size (AUM)$6.1B$412M
Since20232025
Dividend yield1.92%
Asset classmixed assetequity
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+20.5%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.59%
Max drawdown-11.66%-12.75%

Similar to CGBL and SFTX