Screener
PWRD vs CGBL
TCW Transform Systems ETF vs Capital Group Core Balanced ETF
Key differences
PWRD is an equity ETF, while CGBL is a mixed asset ETF. PWRD charges 0.75% a year and CGBL 0.33%.
- PWRD is an equity fund, while CGBL is a mixed asset fund. They carry different risk/return profiles.
- CGBL costs 0.42% less per year.
- CGBL is much larger than PWRD. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| PWRD | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.33% |
| Fund size (AUM) | $1.4B | $6.7B |
| Since | 2022 | 2023 |
| Dividend yield | 0.15% | 1.86% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +30.4% | +15.7% |
| CAGR 3Y | +32.3% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.22 | N/A |
| Volatility 1Y | 23.94% | 9.86% |
| Max drawdown | -25.87% | -11.66% |
Similar to PWRD and CGBL
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