Skip to content
Beacon
Screener

NOEQ vs CGBL

Northern Trust Us Equity Etf vs Capital Group Core Balanced ETF

NOEQ

NORTHERN TRUST US EQUITY ETF

Northern Trust

Annual cost

0.12%

Fund size

$833M

CGBL

Capital Group Core Balanced ETF

Capital Group

Annual cost

0.33%

Fund size

$6.1B

Key differences

  • NOEQ costs 0.21% less per year.
  • CGBL is significantly larger than NOEQ — larger funds tend to be more liquid and less likely to close.
  • NOEQ is classified as equity, while CGBL is mixed asset — different risk/return profiles.
  • NOEQ follows a index tracking strategy; CGBL uses active selection.

Side-by-side comparison

NOEQCGBL
Annual cost (TER)0.12%0.33%
Fund size (AUM)$833M$6.1B
Since20262023
Dividend yield1.92%
Asset classequitymixed asset
Regionnorth america
Strategyindex trackingactive selection
CAGR 1YN/A+19.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.65%
Max drawdown-2.99%-11.66%

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

Similar to NOEQ and CGBL