Screener
HECA vs CGBL
Hedgeye Capital Allocation ETF vs Capital Group Core Balanced ETF
Key differences
Both HECA and CGBL are mixed asset ETFs. HECA charges 1.30% a year and CGBL 0.33%. The main difference: HECA follows a multi strategy strategy; CGBL uses active selection.
- HECA follows a multi strategy strategy; CGBL uses active selection.
- CGBL costs 0.97% less per year.
- CGBL is much larger than HECA. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| HECA | CGBL | |
|---|---|---|
| Annual cost (TER) | 1.30% | 0.33% |
| Fund size (AUM) | $346M | $6.7B |
| Since | 2025 | 2023 |
| Dividend yield | — | 1.86% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | multi strategy | active selection |
| CAGR 1Y | N/A | +16.7% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 10.12% |
| Max drawdown | -12.46% | -11.66% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.