Screener
RLY vs CGBL
State Street Multi-Asset Real Return ETF vs Capital Group Core Balanced ETF
Key differences
RLY is a fixed income ETF, while CGBL is a mixed asset ETF. RLY charges 0.50% a year and CGBL 0.33%.
- RLY is a fixed income fund, while CGBL is a mixed asset fund. They carry different risk/return profiles.
- CGBL costs 0.17% less per year.
- CGBL is much larger than RLY. Larger funds are usually more liquid and less likely to close.
- RLY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RLY | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.33% |
| Fund size (AUM) | $1.2B | $6.7B |
| Since | 2012 | 2023 |
| Dividend yield | 2.89% | 1.86% |
| Asset class | fixed income | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +26.9% | +14.8% |
| CAGR 3Y | +14.1% | N/A |
| CAGR 5Y | +9.9% | N/A |
| Sharpe 3Y | 0.90 | N/A |
| Volatility 1Y | 10.35% | 9.96% |
| Max drawdown | -34.17% | -11.66% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.