Screener
SECT vs CGBL
Main Sector Rotation ETF vs Capital Group Core Balanced ETF
Key differences
- CGBL costs 0.36% less per year.
- SECT is classified as equity, while CGBL is mixed asset — different risk/return profiles.
- SECT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SECT | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.33% |
| Fund size (AUM) | $2.6B | $6.1B |
| Since | 2017 | 2023 |
| Dividend yield | 0.65% | 1.92% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +29.7% | +19.6% |
| CAGR 3Y | +20.4% | N/A |
| CAGR 5Y | +12.5% | N/A |
| Sharpe 3Y | 0.98 | N/A |
| Volatility 1Y | 13.14% | 9.65% |
| Max drawdown | -38.09% | -11.66% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to SECT and CGBL
Explore further