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LRGC vs CGBL

AB US Large Cap Strategic Equities ETF vs Capital Group Core Balanced ETF

LRGC

AB US Large Cap Strategic Equities ETF

Annual cost

0.39%

Fund size

$1.3B

CGBL

Capital Group Core Balanced ETF

Annual cost

0.33%

Fund size

$6.7B

Key differences

LRGC is an equity ETF, while CGBL is a mixed asset ETF. LRGC charges 0.39% a year and CGBL 0.33%.

  • LRGC is an equity fund, while CGBL is a mixed asset fund. They carry different risk/return profiles.
  • CGBL costs 0.06% less per year.
  • CGBL is much larger than LRGC. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LRGCCGBL
Annual cost (TER)0.39%0.33%
Fund size (AUM)$1.3B$6.7B
Since20232023
Dividend yield0.54%1.86%
Asset classequitymixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+21.2%+15.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.15%9.86%
Max drawdown-19.38%-11.66%

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

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