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ESBG vs CGBL

First Trust Enhanced Stocks, Bonds & Gold ETF vs Capital Group Core Balanced ETF

ESBG

First Trust Enhanced Stocks, Bonds & Gold ETF

Annual cost

Fund size

CGBL

Capital Group Core Balanced ETF

Annual cost

0.33%

Fund size

$6.7B

Key differences

ESBG is a fixed income ETF, while CGBL is a mixed asset ETF.

  • ESBG is a fixed income fund, while CGBL is a mixed asset fund. They carry different risk/return profiles.
  • ESBG follows a multi strategy strategy; CGBL uses active selection.

Side-by-side comparison

ESBGCGBL
Annual cost (TER)0.33%
Fund size (AUM)$6.7B
Since2023
Dividend yield1.86%
Asset classfixed incomemixed asset
Regionnorth america
Strategymulti strategyactive selection
CAGR 1YN/A+16.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.86%
Max drawdown-18.84%-11.66%

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

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