Screener
RFCI vs CGBL
ALPS Dynamic Core Income ETF vs Capital Group Core Balanced ETF
Key differences
RFCI is a fixed income ETF, while CGBL is a mixed asset ETF. RFCI charges 0.51% a year and CGBL 0.33%.
- RFCI is a fixed income fund, while CGBL is a mixed asset fund. They carry different risk/return profiles.
- CGBL costs 0.18% less per year.
- CGBL is much larger than RFCI. Larger funds are usually more liquid and less likely to close.
- RFCI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RFCI | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.51% | 0.33% |
| Fund size (AUM) | $16M | $6.7B |
| Since | 2016 | 2023 |
| Dividend yield | 4.53% | 1.86% |
| Asset class | fixed income | mixed asset |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.5% | +16.7% |
| CAGR 3Y | +4.9% | N/A |
| CAGR 5Y | +1.2% | N/A |
| Sharpe 3Y | 0.28 | N/A |
| Volatility 1Y | 3.52% | 10.12% |
| Max drawdown | -14.52% | -11.66% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.