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ONLN vs CGBL

ProShares Online Retail ETF vs Capital Group Core Balanced ETF

ONLN

ProShares Online Retail ETF

Annual cost

0.58%

Fund size

$66M

CGBL

Capital Group Core Balanced ETF

Annual cost

0.33%

Fund size

$6.7B

Key differences

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

  • ONLN is an equity fund, while CGBL is a mixed asset fund. They carry different risk/return profiles.
  • ONLN follows a index tracking strategy; CGBL uses active selection.
  • CGBL costs 0.25% less per year.
  • CGBL is much larger than ONLN. Larger funds are usually more liquid and less likely to close.
  • ONLN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ONLNCGBL
Annual cost (TER)0.58%0.33%
Fund size (AUM)$66M$6.7B
Since20182023
Dividend yield0.33%1.86%
Asset classequitymixed asset
Regionglobal
Strategyindex trackingactive selection
CAGR 1Y+7.4%+16.4%
CAGR 3Y+22.0%N/A
CAGR 5Y-6.5%N/A
Sharpe 3Y0.76N/A
Volatility 1Y23.81%9.86%
Max drawdown-71.77%-11.66%

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

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