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RFIX vs CGCB

Simplify Bond Bull ETF vs Capital Group Core Bond ETF

RFIX

Simplify Bond Bull ETF

Annual cost

0.50%

Fund size

$54M

CGCB

Capital Group Core Bond ETF

Annual cost

0.27%

Fund size

$5.2B

Key differences

Both RFIX and CGCB are fixed income ETFs. RFIX charges 0.50% a year and CGCB 0.27%. The main difference: CGCB costs 0.23% less per year.

  • CGCB costs 0.23% less per year.
  • CGCB is much larger than RFIX. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

RFIXCGCB
Annual cost (TER)0.50%0.27%
Fund size (AUM)$54M$5.2B
Since20242023
Dividend yield4.63%4.21%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y-13.4%+4.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y29.99%3.92%
Max drawdown-38.79%-5.16%

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

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