Screener
SCAP vs CGBL
Infrastructure Capital Small Cap Income ETF vs Capital Group Core Balanced ETF
Key differences
- CGBL costs 1.87% less per year.
- CGBL is significantly larger than SCAP — larger funds tend to be more liquid and less likely to close.
- SCAP is classified as equity, while CGBL is mixed asset — different risk/return profiles.
Side-by-side comparison
| SCAP | CGBL | |
|---|---|---|
| Annual cost (TER) | 2.20% | 0.33% |
| Fund size (AUM) | $20M | $6.1B |
| Since | 2023 | 2023 |
| Dividend yield | 6.96% | 1.92% |
| Asset class | equity | mixed asset |
| Region | global | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +29.6% | +21.0% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 16.10% | 9.69% |
| Max drawdown | -24.13% | -11.66% |
Similar to SCAP and CGBL
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