Skip to content
Screener

FTBI vs CGCB

First Trust Balanced Income ETF vs Capital Group Core Bond ETF

FTBI

First Trust Balanced Income ETF

Annual cost

0.97%

Fund size

$20M

CGCB

Capital Group Core Bond ETF

Annual cost

0.27%

Fund size

$5.2B

Key differences

FTBI is a mixed asset ETF, while CGCB is a fixed income ETF. FTBI charges 0.97% a year and CGCB 0.27%.

  • FTBI is a mixed asset fund, while CGCB is a fixed income fund. They carry different risk/return profiles.
  • FTBI follows a index tracking strategy; CGCB uses active selection.
  • CGCB costs 0.70% less per year.
  • CGCB is much larger than FTBI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FTBICGCB
Annual cost (TER)0.97%0.27%
Fund size (AUM)$20M$5.2B
Since20252023
Dividend yield7.31%4.21%
Asset classmixed assetfixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+15.8%+4.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y7.29%3.94%
Max drawdown-5.34%-5.16%

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

Similar to FTBI and CGCB