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STRN vs CGBL

SMART Trend 25 ETF vs Capital Group Core Balanced ETF

STRN

SMART Trend 25 ETF

Annual cost

Fund size

CGBL

Capital Group Core Balanced ETF

Capital Group

Annual cost

0.33%

Fund size

$6.1B

Key differences

  • STRN is classified as equity, while CGBL is mixed asset — different risk/return profiles.

Side-by-side comparison

STRNCGBL
Annual cost (TER)0.33%
Fund size (AUM)$6.1B
Since2023
Dividend yield1.92%
Asset classequitymixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+21.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.69%
Max drawdown-15.43%-11.66%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to STRN and CGBL