Screener
PFUT vs CGBL
Putnam Sustainable Future ETF vs Capital Group Core Balanced ETF
Key differences
PFUT is an equity ETF, while CGBL is a mixed asset ETF. PFUT charges 0.64% a year and CGBL 0.33%.
- PFUT is an equity fund, while CGBL is a mixed asset fund. They carry different risk/return profiles.
- CGBL costs 0.31% less per year.
- CGBL is much larger than PFUT. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| PFUT | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.64% | 0.33% |
| Fund size (AUM) | $4M | $6.7B |
| Since | 2021 | 2023 |
| Dividend yield | 0.00% | 1.86% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +3.9% | +16.4% |
| CAGR 3Y | +11.9% | N/A |
| CAGR 5Y | +0.6% | N/A |
| Sharpe 3Y | 0.50 | N/A |
| Volatility 1Y | 16.31% | 9.86% |
| Max drawdown | -44.85% | -11.66% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.