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OALC vs CGBL
OneAscent Large Cap Core ETF vs Capital Group Core Balanced ETF
Key differences
- CGBL costs 0.16% less per year.
- CGBL is significantly larger than OALC — larger funds tend to be more liquid and less likely to close.
- OALC is classified as equity, while CGBL is mixed asset — different risk/return profiles.
- OALC follows a index tracking strategy; CGBL uses active selection.
Side-by-side comparison
| OALC | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.33% |
| Fund size (AUM) | $220M | $6.1B |
| Since | 2021 | 2023 |
| Dividend yield | 0.56% | 1.92% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +34.7% | +21.0% |
| CAGR 3Y | +24.0% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.29 | N/A |
| Volatility 1Y | 13.05% | 9.69% |
| Max drawdown | -26.82% | -11.66% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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