Screener
STOX vs CGBL
Horizon Core Equity ETF vs Capital Group Core Balanced ETF
Key differences
- CGBL costs 0.37% less per year.
- CGBL is significantly larger than STOX — larger funds tend to be more liquid and less likely to close.
- STOX is classified as alternative, while CGBL is mixed asset — different risk/return profiles.
- STOX follows a option income strategy; CGBL uses active selection.
Side-by-side comparison
| STOX | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.33% |
| Fund size (AUM) | $132M | $6.1B |
| Since | 2025 | 2023 |
| Dividend yield | — | 1.92% |
| Asset class | alternative | mixed asset |
| Region | north america | — |
| Strategy | option income | active selection |
| CAGR 1Y | N/A | +20.5% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 9.59% |
| Max drawdown | -9.33% | -11.66% |
Similar to STOX and CGBL
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