Screener
CGBL vs SFTY
Capital Group Core Balanced ETF vs Horizon Managed Risk ETF
Key differences
- CGBL costs 0.44% less per year.
- CGBL is significantly larger than SFTY — larger funds tend to be more liquid and less likely to close.
- CGBL is classified as mixed asset, while SFTY is alternative — different risk/return profiles.
- CGBL follows a active selection strategy; SFTY uses option income.
Side-by-side comparison
| CGBL | SFTY | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.77% |
| Fund size (AUM) | $6.1B | $370M |
| Since | 2023 | 2025 |
| Dividend yield | 1.92% | — |
| Asset class | mixed asset | alternative |
| Region | — | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +20.5% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 9.59% | — |
| Max drawdown | -11.66% | -8.64% |
Similar to CGBL and SFTY
Explore further