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OND vs CGBL

ProShares On-Demand ETF vs Capital Group Core Balanced ETF

OND

ProShares On-Demand ETF

Annual cost

0.58%

Fund size

$4M

CGBL

Capital Group Core Balanced ETF

Annual cost

0.33%

Fund size

$6.7B

Key differences

OND is an equity ETF, while CGBL is a mixed asset ETF. OND charges 0.58% a year and CGBL 0.33%.

  • OND is an equity fund, while CGBL is a mixed asset fund. They carry different risk/return profiles.
  • OND follows a index tracking strategy; CGBL uses active selection.
  • CGBL costs 0.25% less per year.
  • CGBL is much larger than OND. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

ONDCGBL
Annual cost (TER)0.58%0.33%
Fund size (AUM)$4M$6.7B
Since20212023
Dividend yield0.00%1.86%
Asset classequitymixed asset
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y-13.0%+16.4%
CAGR 3Y+15.5%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.62N/A
Volatility 1Y20.69%9.86%
Max drawdown-59.02%-11.66%

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

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