Screener
QVOY vs CGBL
Q3 All-Season Active Rotation ETF vs Capital Group Core Balanced ETF
Key differences
QVOY is a fixed income ETF, while CGBL is a mixed asset ETF. QVOY charges 1.32% a year and CGBL 0.33%.
- QVOY is a fixed income fund, while CGBL is a mixed asset fund. They carry different risk/return profiles.
- CGBL costs 0.99% less per year.
- CGBL is much larger than QVOY. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| QVOY | CGBL | |
|---|---|---|
| Annual cost (TER) | 1.32% | 0.33% |
| Fund size (AUM) | $60M | $6.7B |
| Since | 2022 | 2023 |
| Dividend yield | 0.49% | 1.86% |
| Asset class | fixed income | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +21.4% | +16.4% |
| CAGR 3Y | +11.7% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.55 | N/A |
| Volatility 1Y | 18.29% | 9.86% |
| Max drawdown | -17.05% | -11.66% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.