Screener
HFGM vs CGBL
Unlimited HFGM Global Macro ETF vs Capital Group Core Balanced ETF
Key differences
HFGM is an alternative ETF, while CGBL is a mixed asset ETF. HFGM charges 1.01% a year and CGBL 0.33%.
- HFGM is an alternative fund, while CGBL is a mixed asset fund. They carry different risk/return profiles.
- HFGM follows a tactical allocation strategy; CGBL uses active selection.
- CGBL costs 0.68% less per year.
- CGBL is much larger than HFGM. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| HFGM | CGBL | |
|---|---|---|
| Annual cost (TER) | 1.01% | 0.33% |
| Fund size (AUM) | $155M | $6.7B |
| Since | 2025 | 2023 |
| Dividend yield | 5.06% | 1.86% |
| Asset class | alternative | mixed asset |
| Region | — | — |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +32.0% | +16.7% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 22.89% | 10.12% |
| Max drawdown | -10.97% | -11.66% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.