Screener
FTBI vs CGBL
First Trust Balanced Income ETF vs Capital Group Core Balanced ETF
Key differences
Both FTBI and CGBL are mixed asset ETFs. FTBI charges 0.97% a year and CGBL 0.33%. The main difference: FTBI follows a index tracking strategy; CGBL uses active selection.
- FTBI follows a index tracking strategy; CGBL uses active selection.
- CGBL costs 0.64% less per year.
- CGBL is much larger than FTBI. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| FTBI | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.97% | 0.33% |
| Fund size (AUM) | $20M | $6.7B |
| Since | 2025 | 2023 |
| Dividend yield | 7.31% | 1.86% |
| Asset class | mixed asset | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +15.8% | +16.4% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 7.29% | 9.86% |
| Max drawdown | -5.34% | -11.66% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.