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HEQT vs CGBL
Simplify Hedged Equity ETF vs Capital Group Core Balanced ETF
Key differences
- CGBL costs 0.10% less per year.
- CGBL is significantly larger than HEQT — larger funds tend to be more liquid and less likely to close.
- HEQT is classified as alternative, while CGBL is mixed asset — different risk/return profiles.
- HEQT follows a option income strategy; CGBL uses active selection.
Side-by-side comparison
| HEQT | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.33% |
| Fund size (AUM) | $321M | $6.1B |
| Since | 2021 | 2023 |
| Dividend yield | 1.21% | 1.92% |
| Asset class | alternative | mixed asset |
| Region | north america | — |
| Strategy | option income | active selection |
| CAGR 1Y | +15.3% | +19.6% |
| CAGR 3Y | +13.9% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.24 | N/A |
| Volatility 1Y | 6.50% | 9.65% |
| Max drawdown | -11.51% | -11.66% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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