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SHUS vs CGBL
Stratified LargeCap Hedged ETF vs Capital Group Core Balanced ETF
Key differences
- CGBL costs 0.46% less per year.
- CGBL is significantly larger than SHUS — larger funds tend to be more liquid and less likely to close.
- SHUS is classified as alternative, while CGBL is mixed asset — different risk/return profiles.
- SHUS follows a option income strategy; CGBL uses active selection.
Side-by-side comparison
| SHUS | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.33% |
| Fund size (AUM) | $24M | $6.1B |
| Since | 2021 | 2023 |
| Dividend yield | 1.29% | 1.92% |
| Asset class | alternative | mixed asset |
| Region | north america | — |
| Strategy | option income | active selection |
| CAGR 1Y | +17.7% | +19.6% |
| CAGR 3Y | +10.5% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.61 | N/A |
| Volatility 1Y | 10.18% | 9.65% |
| Max drawdown | -14.09% | -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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