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QTAC vs CGBL

Q3 All-Season Tactical Advantage ETF vs Capital Group Core Balanced ETF

QTAC

Q3 All-Season Tactical Advantage ETF

Annual cost

1.78%

Fund size

$59M

CGBL

Capital Group Core Balanced ETF

Annual cost

0.33%

Fund size

$6.7B

Key differences

QTAC is an alternative ETF, while CGBL is a mixed asset ETF. QTAC charges 1.78% a year and CGBL 0.33%.

  • QTAC is an alternative fund, while CGBL is a mixed asset fund. They carry different risk/return profiles.
  • QTAC follows a multi strategy strategy; CGBL uses active selection.
  • CGBL costs 1.45% less per year.
  • CGBL is much larger than QTAC. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

QTACCGBL
Annual cost (TER)1.78%0.33%
Fund size (AUM)$59M$6.7B
Since20252023
Dividend yield1.86%
Asset classalternativemixed asset
Regionnorth america
Strategymulti strategyactive selection
CAGR 1YN/A+16.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.86%
Max drawdown-16.56%-11.66%

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

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