Screener
PLDR vs CGBL
Putnam Sustainable Leaders ETF vs Capital Group Core Balanced ETF
Key differences
PLDR is an equity ETF, while CGBL is a mixed asset ETF. PLDR charges 0.59% a year and CGBL 0.33%.
- PLDR is an equity fund, while CGBL is a mixed asset fund. They carry different risk/return profiles.
- PLDR follows a index tracking strategy; CGBL uses active selection.
- CGBL costs 0.26% less per year.
- CGBL is much larger than PLDR. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| PLDR | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.33% |
| Fund size (AUM) | $5M | $6.7B |
| Since | 2021 | 2023 |
| Dividend yield | 0.36% | 1.86% |
| Asset class | equity | mixed asset |
| Region | global | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +17.1% | +16.4% |
| CAGR 3Y | +17.7% | N/A |
| CAGR 5Y | +9.3% | N/A |
| Sharpe 3Y | 0.95 | N/A |
| Volatility 1Y | 12.59% | 9.86% |
| Max drawdown | -29.57% | -11.66% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.