Screener
FORH vs CGBL
Formidable ETF vs Capital Group Core Balanced ETF
Key differences
- CGBL costs 0.86% less per year.
- CGBL is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- FORH is classified as alternative, while CGBL is mixed asset — different risk/return profiles.
- FORH follows a option income strategy; CGBL uses active selection.
Side-by-side comparison
| FORH | CGBL | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.33% |
| Fund size (AUM) | $20M | $6.1B |
| Since | 2021 | 2023 |
| Dividend yield | 1.73% | 1.92% |
| Asset class | alternative | mixed asset |
| Region | — | — |
| Strategy | option income | active selection |
| CAGR 1Y | +13.1% | +19.6% |
| CAGR 3Y | +3.7% | N/A |
| CAGR 5Y | +1.7% | N/A |
| Sharpe 3Y | 0.08 | N/A |
| Volatility 1Y | 15.66% | 9.65% |
| Max drawdown | -20.73% | -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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