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QPX vs CGBL

AdvisorShares Q Dynamic Growth ETF vs Capital Group Core Balanced ETF

QPX

AdvisorShares Q Dynamic Growth ETF

AdvisorShares

Annual cost

1.74%

Fund size

$34M

CGBL

Capital Group Core Balanced ETF

Capital Group

Annual cost

0.33%

Fund size

$6.1B

Key differences

  • CGBL costs 1.41% less per year.
  • CGBL is significantly larger than QPX — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

QPXCGBL
Annual cost (TER)1.74%0.33%
Fund size (AUM)$34M$6.1B
Since20202023
Dividend yield0.00%1.92%
Asset classmixed assetmixed asset
Region
Strategyactive selectionactive selection
CAGR 1Y+34.4%+21.0%
CAGR 3Y+23.1%N/A
CAGR 5Y+13.7%N/A
Sharpe 3Y1.16N/A
Volatility 1Y14.02%9.69%
Max drawdown-34.75%-11.66%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to QPX and CGBL