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CGBL vs SPAM

Capital Group Core Balanced ETF vs Themes Cybersecurity ETF

CGBL

Capital Group Core Balanced ETF

Capital Group

Annual cost

0.33%

Fund size

$6.1B

SPAM

Themes Cybersecurity ETF

Themes ETF Trust

Annual cost

0.35%

Fund size

$2M

Key differences

  • CGBL is significantly larger than SPAM — larger funds tend to be more liquid and less likely to close.
  • CGBL is classified as mixed asset, while SPAM is equity — different risk/return profiles.
  • CGBL follows a active selection strategy; SPAM uses index tracking.

Side-by-side comparison

CGBLSPAM
Annual cost (TER)0.33%0.35%
Fund size (AUM)$6.1B$2M
Since20232023
Dividend yield1.92%0.48%
Asset classmixed assetequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+21.0%+24.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.69%25.42%
Max drawdown-11.66%-24.02%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CGBL and SPAM