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FLSP vs CGBL

Franklin Systematic Style Premia ETF vs Capital Group Core Balanced ETF

FLSP

Franklin Systematic Style Premia ETF

Annual cost

0.65%

Fund size

$908M

CGBL

Capital Group Core Balanced ETF

Annual cost

0.33%

Fund size

$6.7B

Key differences

FLSP is an alternative ETF, while CGBL is a mixed asset ETF. FLSP charges 0.65% a year and CGBL 0.33%.

  • FLSP is an alternative fund, while CGBL is a mixed asset fund. They carry different risk/return profiles.
  • FLSP follows a multi strategy strategy; CGBL uses active selection.
  • CGBL costs 0.32% less per year.
  • CGBL is much larger than FLSP. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FLSPCGBL
Annual cost (TER)0.65%0.33%
Fund size (AUM)$908M$6.7B
Since20192023
Dividend yield2.63%1.86%
Asset classalternativemixed asset
Region
Strategymulti strategyactive selection
CAGR 1Y+16.4%+16.7%
CAGR 3Y+10.6%N/A
CAGR 5Y+8.1%N/A
Sharpe 3Y0.58N/A
Volatility 1Y9.11%10.12%
Max drawdown-22.75%-11.66%

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

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