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ISBG vs CGXU

IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF vs Capital Group International Focus Equity ETF

ISBG

IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF

Annual cost

1.14%

Fund size

$5M

CGXU

Capital Group International Focus Equity ETF

Annual cost

0.54%

Fund size

$6.2B

Key differences

ISBG is an alternative ETF, while CGXU is an equity ETF. ISBG charges 1.14% a year and CGXU 0.54%.

  • ISBG is an alternative fund, while CGXU is an equity fund. They carry different risk/return profiles.
  • ISBG covers North America; CGXU covers global markets excluding the US.
  • CGXU costs 0.60% less per year.
  • CGXU is much larger than ISBG. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

ISBGCGXU
Annual cost (TER)1.14%0.54%
Fund size (AUM)$5M$6.2B
Since20262022
Dividend yield4.50%
Asset classalternativeequity
Regionnorth americaglobal ex us
Strategyactive selectionactive selection
CAGR 1YN/A+34.5%
CAGR 3YN/A+16.9%
CAGR 5YN/AN/A
Sharpe 3YN/A0.74
Volatility 1Y20.56%
Max drawdown-49.42%-25.64%

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

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