Screener
XCOR vs CGBL
Fundx ETF vs Capital Group Core Balanced ETF
Key differences
XCOR is an equity ETF, while CGBL is a mixed asset ETF. XCOR charges 1.15% a year and CGBL 0.33%.
- XCOR is an equity fund, while CGBL is a mixed asset fund. They carry different risk/return profiles.
- CGBL costs 0.82% less per year.
- CGBL is much larger than XCOR. Larger funds are usually more liquid and less likely to close.
- XCOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XCOR | CGBL | |
|---|---|---|
| Annual cost (TER) | 1.15% | 0.33% |
| Fund size (AUM) | $193M | $6.7B |
| Since | 2001 | 2023 |
| Dividend yield | 0.38% | 1.86% |
| Asset class | equity | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +24.6% | +14.8% |
| CAGR 3Y | +21.5% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.01 | N/A |
| Volatility 1Y | 13.29% | 9.96% |
| Max drawdown | -22.54% | -11.66% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.