Screener
CGBL vs SHUS
Capital Group Core Balanced ETF vs Stratified LargeCap Hedged ETF
Key differences
- CGBL costs 0.46% less per year.
- CGBL is significantly larger than SHUS — larger funds tend to be more liquid and less likely to close.
- CGBL is classified as mixed asset, while SHUS is alternative — different risk/return profiles.
- CGBL follows a active selection strategy; SHUS uses option income.
Side-by-side comparison
| CGBL | SHUS | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.79% |
| Fund size (AUM) | $6.1B | $24M |
| Since | 2023 | 2021 |
| Dividend yield | 1.92% | 1.29% |
| Asset class | mixed asset | alternative |
| Region | — | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +19.6% | +17.7% |
| CAGR 3Y | N/A | +10.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.61 |
| Volatility 1Y | 9.65% | 10.18% |
| Max drawdown | -11.66% | -14.09% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to CGBL and SHUS
Explore further