Screener
CGBL vs USPX
Capital Group Core Balanced ETF vs Franklin U.S. Equity Index ETF
Key differences
- USPX costs 0.30% less per year.
- CGBL is significantly larger than USPX — larger funds tend to be more liquid and less likely to close.
- CGBL is classified as mixed asset, while USPX is equity — different risk/return profiles.
- CGBL follows a active selection strategy; USPX uses index tracking.
- USPX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGBL | USPX | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.03% |
| Fund size (AUM) | $6.1B | $1.8B |
| Since | 2023 | 2016 |
| Dividend yield | 1.92% | 1.09% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +19.6% | +28.8% |
| CAGR 3Y | N/A | +23.3% |
| CAGR 5Y | N/A | +12.6% |
| Sharpe 3Y | N/A | 1.22 |
| Volatility 1Y | 9.65% | 12.24% |
| Max drawdown | -11.66% | -31.21% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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