Screener
CGBL vs YYY
Capital Group Core Balanced ETF vs Amplify CEF High Income ETF
Key differences
CGBL is a mixed asset ETF, while YYY is an equity ETF. CGBL charges 0.33% a year and YYY 3.23%.
- CGBL is a mixed asset fund, while YYY is an equity fund. They carry different risk/return profiles.
- CGBL follows a active selection strategy; YYY uses index tracking.
- CGBL costs 2.90% less per year.
- CGBL is much larger than YYY. Larger funds are usually more liquid and less likely to close.
- YYY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGBL | YYY | |
|---|---|---|
| Annual cost (TER) | 0.33% | 3.23% |
| Fund size (AUM) | $6.7B | $734M |
| Since | 2023 | 2012 |
| Dividend yield | 1.86% | 12.49% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +16.4% | +10.5% |
| CAGR 3Y | N/A | +12.4% |
| CAGR 5Y | N/A | +2.9% |
| Sharpe 3Y | N/A | 0.83 |
| Volatility 1Y | 9.86% | 8.67% |
| Max drawdown | -11.66% | -42.52% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.