Screener
XRLX vs CGCB
FundX Conservative ETF vs Capital Group Core Bond ETF
Key differences
Both XRLX and CGCB are fixed income ETFs. XRLX charges 1.20% a year and CGCB 0.27%. The main difference: CGCB costs 0.93% less per year.
- CGCB costs 0.93% less per year.
- CGCB is much larger than XRLX. Larger funds are usually more liquid and less likely to close.
- XRLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XRLX | CGCB | |
|---|---|---|
| Annual cost (TER) | 1.20% | 0.27% |
| Fund size (AUM) | $52M | $5.2B |
| Since | 2002 | 2023 |
| Dividend yield | 2.57% | 4.21% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +15.9% | +4.3% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 8.38% | 3.94% |
| Max drawdown | -15.34% | -5.16% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.