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ISBG vs CGBL

IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF vs Capital Group Core Balanced ETF

ISBG

IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF

Annual cost

1.14%

Fund size

$5M

CGBL

Capital Group Core Balanced ETF

Annual cost

0.33%

Fund size

$6.7B

Key differences

ISBG is an alternative ETF, while CGBL is a mixed asset ETF. ISBG charges 1.14% a year and CGBL 0.33%.

  • ISBG is an alternative fund, while CGBL is a mixed asset fund. They carry different risk/return profiles.
  • CGBL costs 0.81% less per year.
  • CGBL is much larger than ISBG. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

ISBGCGBL
Annual cost (TER)1.14%0.33%
Fund size (AUM)$5M$6.7B
Since20262023
Dividend yield1.86%
Asset classalternativemixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+16.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.86%
Max drawdown-49.42%-11.66%

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

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