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ISSB vs CGUS

IncomeSTKd 1x US Stocks & 1x Bitcoin Premium ETF vs Capital Group Core Equity ETF

ISSB

IncomeSTKd 1x US Stocks & 1x Bitcoin Premium ETF

Annual cost

1.14%

Fund size

$2M

CGUS

Capital Group Core Equity ETF

Annual cost

0.33%

Fund size

$10.8B

Key differences

ISSB is an alternative ETF, while CGUS is an equity ETF. ISSB charges 1.14% a year and CGUS 0.33%.

  • ISSB is an alternative fund, while CGUS is an equity fund. They carry different risk/return profiles.
  • ISSB follows a option income strategy; CGUS uses active selection.
  • CGUS costs 0.81% less per year.
  • CGUS is much larger than ISSB. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

ISSBCGUS
Annual cost (TER)1.14%0.33%
Fund size (AUM)$2M$10.8B
Since20262022
Dividend yield0.87%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1YN/A+22.4%
CAGR 3YN/A+22.3%
CAGR 5YN/AN/A
Sharpe 3YN/A1.22
Volatility 1Y12.64%
Max drawdown-30.57%-22.15%

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

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