Screener
GK vs CGBL
AdvisorShares Gerber Kawasaki ETF vs Capital Group Core Balanced ETF
Key differences
- CGBL costs 0.44% less per year.
- CGBL is significantly larger than GK — larger funds tend to be more liquid and less likely to close.
- GK is classified as equity, while CGBL is mixed asset — different risk/return profiles.
Side-by-side comparison
| GK | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.77% | 0.33% |
| Fund size (AUM) | $29M | $6.1B |
| Since | 2021 | 2023 |
| Dividend yield | 0.07% | 1.92% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +36.5% | +21.0% |
| CAGR 3Y | +21.4% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.89 | N/A |
| Volatility 1Y | 17.39% | 9.69% |
| Max drawdown | -47.72% | -11.66% |
Similar to GK and CGBL
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