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VOTE vs CGBL
TCW Transform 500 ETF vs Capital Group Core Balanced ETF
Key differences
VOTE is an equity ETF, while CGBL is a mixed asset ETF. VOTE charges 0.05% a year and CGBL 0.33%.
- VOTE is an equity fund, while CGBL is a mixed asset fund. They carry different risk/return profiles.
- VOTE follows a index tracking strategy; CGBL uses active selection.
- VOTE costs 0.28% less per year.
- CGBL is much larger than VOTE. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| VOTE | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.05% | 0.33% |
| Fund size (AUM) | $1.1B | $6.7B |
| Since | 2021 | 2023 |
| Dividend yield | 0.89% | 1.86% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +25.1% | +15.7% |
| CAGR 3Y | +22.8% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.20 | N/A |
| Volatility 1Y | 12.41% | 9.86% |
| Max drawdown | -25.70% | -11.66% |
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