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CGCB vs AOK

Capital Group Core Bond ETF vs iShares Core 30/70 Conservative Allocation ETF

CGCB

Capital Group Core Bond ETF

Annual cost

0.27%

Fund size

$5.2B

AOK

iShares Core 30/70 Conservative Allocation ETF

Annual cost

0.15%

Fund size

$787M

Key differences

CGCB is a fixed income ETF, while AOK is a mixed asset ETF. CGCB charges 0.27% a year and AOK 0.15%.

  • CGCB is a fixed income fund, while AOK is a mixed asset fund. They carry different risk/return profiles.
  • AOK costs 0.12% less per year.
  • CGCB is much larger than AOK. Larger funds are usually more liquid and less likely to close.
  • AOK has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGCBAOK
Annual cost (TER)0.27%0.15%
Fund size (AUM)$5.2B$787M
Since20232008
Dividend yield4.21%3.28%
Asset classfixed incomemixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+4.3%+10.9%
CAGR 3YN/A+9.1%
CAGR 5YN/A+3.6%
Sharpe 3YN/A0.84
Volatility 1Y3.94%5.86%
Max drawdown-5.16%-18.93%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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