Screener
FTBI vs CGCP
First Trust Balanced Income ETF vs Capital Group Core Plus Income ETF
Key differences
FTBI is a mixed asset ETF, while CGCP is a fixed income ETF. FTBI charges 0.97% a year and CGCP 0.34%.
- FTBI is a mixed asset fund, while CGCP is a fixed income fund. They carry different risk/return profiles.
- FTBI follows a index tracking strategy; CGCP uses active selection.
- FTBI covers North America; CGCP covers global markets.
- CGCP costs 0.63% less per year.
- CGCP is much larger than FTBI. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| FTBI | CGCP | |
|---|---|---|
| Annual cost (TER) | 0.97% | 0.34% |
| Fund size (AUM) | $20M | $7.9B |
| Since | 2025 | 2022 |
| Dividend yield | 7.31% | 5.14% |
| Asset class | mixed asset | fixed income |
| Region | north america | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +15.8% | +5.1% |
| CAGR 3Y | N/A | +4.8% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.25 |
| Volatility 1Y | 7.29% | 3.67% |
| Max drawdown | -5.34% | -15.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.