Screener
GAL vs CGBL
State Street Global Allocation ETF vs Capital Group Core Balanced ETF
Key differences
Both GAL and CGBL are mixed asset ETFs. GAL charges 0.35% a year and CGBL 0.33%. The main difference: GAL follows a tactical allocation strategy; CGBL uses active selection.
- GAL follows a tactical allocation strategy; CGBL uses active selection.
- CGBL is much larger than GAL. Larger funds are usually more liquid and less likely to close.
- GAL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| GAL | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.33% |
| Fund size (AUM) | $306M | $6.7B |
| Since | 2012 | 2023 |
| Dividend yield | 3.11% | 1.86% |
| Asset class | mixed asset | mixed asset |
| Region | global | — |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +16.4% | +14.8% |
| CAGR 3Y | +13.2% | N/A |
| CAGR 5Y | +6.6% | N/A |
| Sharpe 3Y | 0.97 | N/A |
| Volatility 1Y | 9.04% | 9.96% |
| Max drawdown | -28.31% | -11.66% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.