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CWS vs CGBL
AdvisorShares Focused Equity ETF vs Capital Group Core Balanced ETF
Key differences
- CGBL costs 0.32% less per year.
- CGBL is significantly larger than CWS — larger funds tend to be more liquid and less likely to close.
- CWS is classified as equity, while CGBL is mixed asset — different risk/return profiles.
- CWS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CWS | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.33% |
| Fund size (AUM) | $155M | $6.1B |
| Since | 2016 | 2023 |
| Dividend yield | 0.31% | 1.92% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | -0.0% | +19.6% |
| CAGR 3Y | +10.3% | N/A |
| CAGR 5Y | +7.9% | N/A |
| Sharpe 3Y | 0.52 | N/A |
| Volatility 1Y | 13.34% | 9.65% |
| Max drawdown | -33.82% | -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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