Screener
LOTI vs CGBL
Liberty One Tactical Income ETF vs Capital Group Core Balanced ETF
Key differences
LOTI is a fixed income ETF, while CGBL is a mixed asset ETF. LOTI charges 1.01% a year and CGBL 0.33%.
- LOTI is a fixed income fund, while CGBL is a mixed asset fund. They carry different risk/return profiles.
- CGBL costs 0.68% less per year.
- CGBL is much larger than LOTI. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| LOTI | CGBL | |
|---|---|---|
| Annual cost (TER) | 1.01% | 0.33% |
| Fund size (AUM) | $44M | $6.7B |
| Since | 2025 | 2023 |
| Dividend yield | — | 1.86% |
| Asset class | fixed income | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +16.7% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 10.12% |
| Max drawdown | -4.42% | -11.66% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.