Screener
GAA vs CGBL
Cambria Global Asset Allocation ETF vs Capital Group Core Balanced ETF
Key differences
Both GAA and CGBL are mixed asset ETFs. GAA charges 0.40% a year and CGBL 0.33%. The main difference: CGBL costs 0.07% less per year.
- CGBL costs 0.07% less per year.
- CGBL is much larger than GAA. Larger funds are usually more liquid and less likely to close.
- GAA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| GAA | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.33% |
| Fund size (AUM) | $72M | $6.7B |
| Since | 2014 | 2023 |
| Dividend yield | 3.60% | 1.86% |
| Asset class | mixed asset | mixed asset |
| Region | global | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +20.0% | +14.8% |
| CAGR 3Y | +13.6% | N/A |
| CAGR 5Y | +6.1% | N/A |
| Sharpe 3Y | 0.97 | N/A |
| Volatility 1Y | 9.10% | 9.96% |
| Max drawdown | -26.57% | -11.66% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.