Screener
CGCV vs CGBL
Capital Group Conservative Equity ETF vs Capital Group Core Balanced ETF
Key differences
- CGBL is significantly larger than CGCV — larger funds tend to be more liquid and less likely to close.
- CGCV is classified as equity, while CGBL is mixed asset — different risk/return profiles.
- CGCV follows a index tracking strategy; CGBL uses active selection.
Side-by-side comparison
| CGCV | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.33% |
| Fund size (AUM) | $1.6B | $6.1B |
| Since | 2024 | 2023 |
| Dividend yield | 1.49% | 1.92% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +19.5% | +19.6% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 9.82% | 9.65% |
| Max drawdown | -13.13% | -11.66% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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