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HCOW vs CGBL

Amplify COWS Covered Call ETF vs Capital Group Core Balanced ETF

HCOW

Amplify COWS Covered Call ETF

Annual cost

0.65%

Fund size

$17M

CGBL

Capital Group Core Balanced ETF

Annual cost

0.33%

Fund size

$6.7B

Key differences

HCOW is an alternative ETF, while CGBL is a mixed asset ETF. HCOW charges 0.65% a year and CGBL 0.33%.

  • HCOW is an alternative fund, while CGBL is a mixed asset fund. They carry different risk/return profiles.
  • HCOW follows a option income strategy; CGBL uses active selection.
  • CGBL costs 0.32% less per year.
  • CGBL is much larger than HCOW. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

HCOWCGBL
Annual cost (TER)0.65%0.33%
Fund size (AUM)$17M$6.7B
Since20232023
Dividend yield11.72%1.86%
Asset classalternativemixed asset
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y+21.6%+16.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y13.86%9.86%
Max drawdown-24.15%-11.66%

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

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