Screener
TACK vs CGBL
Fairlead Tactical Sector Fund vs Capital Group Core Balanced ETF
Key differences
Both TACK and CGBL are mixed asset ETFs. TACK charges 0.69% a year and CGBL 0.33%. The main difference: CGBL costs 0.36% less per year.
- CGBL costs 0.36% less per year.
- CGBL is much larger than TACK. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| TACK | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.33% |
| Fund size (AUM) | $283M | $6.7B |
| Since | 2022 | 2023 |
| Dividend yield | 1.22% | 1.86% |
| Asset class | mixed asset | mixed asset |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | -88.6% | +16.7% |
| CAGR 3Y | -48.1% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | -0.41 | N/A |
| Volatility 1Y | 90.59% | 10.12% |
| Max drawdown | -90.38% | -11.66% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.