Screener
TUG vs CGBL
STF Tactical Growth ETF vs Capital Group Core Balanced ETF
Key differences
Both TUG and CGBL are mixed asset ETFs. TUG charges 0.65% a year and CGBL 0.33%. The main difference: CGBL costs 0.32% less per year.
- CGBL costs 0.32% less per year.
- CGBL is much larger than TUG. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| TUG | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.33% |
| Fund size (AUM) | $45M | $6.7B |
| Since | 2022 | 2023 |
| Dividend yield | 0.52% | 1.86% |
| Asset class | mixed asset | mixed asset |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +34.7% | +16.7% |
| CAGR 3Y | +22.6% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.97 | N/A |
| Volatility 1Y | 17.24% | 10.12% |
| Max drawdown | -22.27% | -11.66% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.