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SUPL vs CGBL

ProShares Supply Chain Logistics ETF vs Capital Group Core Balanced ETF

SUPL

ProShares Supply Chain Logistics ETF

Annual cost

0.58%

Fund size

$2M

CGBL

Capital Group Core Balanced ETF

Annual cost

0.33%

Fund size

$6.7B

Key differences

SUPL is an equity ETF, while CGBL is a mixed asset ETF. SUPL charges 0.58% a year and CGBL 0.33%.

  • SUPL is an equity fund, while CGBL is a mixed asset fund. They carry different risk/return profiles.
  • SUPL follows a index tracking strategy; CGBL uses active selection.
  • CGBL costs 0.25% less per year.
  • CGBL is much larger than SUPL. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SUPLCGBL
Annual cost (TER)0.58%0.33%
Fund size (AUM)$2M$6.7B
Since20222023
Dividend yield2.69%1.86%
Asset classequitymixed asset
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+30.5%+16.4%
CAGR 3Y+12.8%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.59N/A
Volatility 1Y16.08%9.86%
Max drawdown-24.42%-11.66%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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