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NDOW vs CGBL

Anydrus Advantage ETF vs Capital Group Core Balanced ETF

NDOW

Anydrus Advantage ETF

Annual cost

2.15%

Fund size

$69M

CGBL

Capital Group Core Balanced ETF

Annual cost

0.33%

Fund size

$6.7B

Key differences

NDOW is an alternative ETF, while CGBL is a mixed asset ETF. NDOW charges 2.15% a year and CGBL 0.33%.

  • NDOW is an alternative fund, while CGBL is a mixed asset fund. They carry different risk/return profiles.
  • CGBL costs 1.82% less per year.
  • CGBL is much larger than NDOW. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

NDOWCGBL
Annual cost (TER)2.15%0.33%
Fund size (AUM)$69M$6.7B
Since20242023
Dividend yield1.16%1.86%
Asset classalternativemixed asset
Region
Strategyactive selectionactive selection
CAGR 1Y+16.6%+16.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.68%10.12%
Max drawdown-8.76%-11.66%

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

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