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KEAT vs CGCP

Keating Active ETF vs Capital Group Core Plus Income ETF

KEAT

Keating Active ETF

Keating Investment Counselors Inc

Annual cost

0.85%

Fund size

$120M

CGCP

Capital Group Core Plus Income ETF

Capital Group

Annual cost

0.34%

Fund size

$7.6B

Key differences

  • CGCP costs 0.51% less per year.
  • CGCP is significantly larger than KEAT — larger funds tend to be more liquid and less likely to close.
  • KEAT is classified as equity, while CGCP is fixed income — different risk/return profiles.
  • KEAT covers north america markets; CGCP covers global.

Side-by-side comparison

KEATCGCP
Annual cost (TER)0.85%0.34%
Fund size (AUM)$120M$7.6B
Since20242022
Dividend yield2.20%5.14%
Asset classequityfixed income
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+28.9%+6.6%
CAGR 3YN/A+5.1%
CAGR 5YN/AN/A
Sharpe 3YN/A0.29
Volatility 1Y10.23%3.74%
Max drawdown-7.45%-15.07%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to KEAT and CGCP