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SAMT vs CGBL
Strategas Macro Thematic Opportunities ETF vs Capital Group Core Balanced ETF
Key differences
- CGBL costs 0.33% less per year.
- CGBL is significantly larger than SAMT — larger funds tend to be more liquid and less likely to close.
- SAMT is classified as alternative, while CGBL is mixed asset — different risk/return profiles.
- SAMT follows a tactical allocation strategy; CGBL uses active selection.
Side-by-side comparison
| SAMT | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.33% |
| Fund size (AUM) | $619M | $6.1B |
| Since | 2022 | 2023 |
| Dividend yield | 0.62% | 1.92% |
| Asset class | alternative | mixed asset |
| Region | — | — |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +46.3% | +19.6% |
| CAGR 3Y | +28.4% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.45 | N/A |
| Volatility 1Y | 16.65% | 9.65% |
| Max drawdown | -20.57% | -11.66% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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