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MPLY vs CGBL

Monopoly ETF vs Capital Group Core Balanced ETF

MPLY

Monopoly ETF

Strategy Shares

Annual cost

0.79%

Fund size

$13M

CGBL

Capital Group Core Balanced ETF

Capital Group

Annual cost

0.33%

Fund size

$6.1B

Key differences

  • CGBL costs 0.46% less per year.
  • CGBL is significantly larger than MPLY — larger funds tend to be more liquid and less likely to close.
  • MPLY is classified as equity, while CGBL is mixed asset — different risk/return profiles.

Side-by-side comparison

MPLYCGBL
Annual cost (TER)0.79%0.33%
Fund size (AUM)$13M$6.1B
Since20252023
Dividend yield1.92%
Asset classequitymixed asset
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+32.7%+19.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.22%9.65%
Max drawdown-13.46%-11.66%

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

Similar to MPLY and CGBL