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FPAA vs CGBL

FPA Global Allocation ETF vs Capital Group Core Balanced ETF

FPAA

FPA Global Allocation ETF

Annual cost

0.49%

Fund size

CGBL

Capital Group Core Balanced ETF

Annual cost

0.33%

Fund size

$6.7B

Key differences

Both FPAA and CGBL are mixed asset ETFs. FPAA charges 0.49% a year and CGBL 0.33%. The main difference: CGBL costs 0.16% less per year.

  • CGBL costs 0.16% less per year.

Side-by-side comparison

FPAACGBL
Annual cost (TER)0.49%0.33%
Fund size (AUM)$6.7B
Since20262023
Dividend yield1.86%
Asset classmixed assetmixed asset
Regionglobal
Strategyactive selectionactive selection
CAGR 1YN/A+14.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.96%
Max drawdown-0.86%-11.66%

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

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