Screener
CGBL vs VOTE
Capital Group Core Balanced ETF vs TCW Transform 500 ETF
Key differences
CGBL is a mixed asset ETF, while VOTE is an equity ETF. CGBL charges 0.33% a year and VOTE 0.05%.
- CGBL is a mixed asset fund, while VOTE is an equity fund. They carry different risk/return profiles.
- CGBL follows a active selection strategy; VOTE uses index tracking.
- VOTE costs 0.28% less per year.
- CGBL is much larger than VOTE. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CGBL | VOTE | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.05% |
| Fund size (AUM) | $6.7B | $1.1B |
| Since | 2023 | 2021 |
| Dividend yield | 1.86% | 0.89% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +15.7% | +25.1% |
| CAGR 3Y | N/A | +22.8% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.20 |
| Volatility 1Y | 9.86% | 12.41% |
| Max drawdown | -11.66% | -25.70% |
Similar to CGBL and VOTE
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