Skip to content
Beacon
Screener

GOLY vs CGBL

Strategy Shares - Strategy Shares Gold Enhanced Yield ETF vs Capital Group Core Balanced ETF

GOLY

Strategy Shares - Strategy Shares Gold Enhanced Yield ETF

Annual cost

Fund size

CGBL

Capital Group Core Balanced ETF

Annual cost

0.33%

Fund size

$6.7B

Key differences

GOLY is a fixed income ETF, while CGBL is a mixed asset ETF.

  • GOLY is a fixed income fund, while CGBL is a mixed asset fund. They carry different risk/return profiles.
  • GOLY follows a multi strategy strategy; CGBL uses active selection.

Side-by-side comparison

GOLYCGBL
Annual cost (TER)0.33%
Fund size (AUM)$6.7B
Since2023
Dividend yield1.86%
Asset classfixed incomemixed asset
Regionnorth america
Strategymulti strategyactive selection
CAGR 1Y+1.0%+16.4%
CAGR 3Y+15.7%N/A
CAGR 5Y+5.5%N/A
Sharpe 3Y0.58N/A
Volatility 1Y33.12%9.86%
Max drawdown-35.99%-11.66%

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

Similar to GOLY and CGBL