Screener
XXV vs CGBL
Simplify Ancorato Target 25 Distribution ETF vs Capital Group Core Balanced ETF
Key differences
- CGBL costs 0.52% less per year.
- CGBL is significantly larger than XXV — larger funds tend to be more liquid and less likely to close.
- XXV is classified as alternative, while CGBL is mixed asset — different risk/return profiles.
- XXV follows a option income strategy; CGBL uses active selection.
Side-by-side comparison
| XXV | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.85% | 0.33% |
| Fund size (AUM) | $52M | $6.1B |
| Since | 2025 | 2023 |
| Dividend yield | — | 1.92% |
| Asset class | alternative | mixed asset |
| Region | north america | — |
| Strategy | option income | active selection |
| CAGR 1Y | N/A | +21.0% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 9.69% |
| Max drawdown | -8.90% | -11.66% |
Similar to XXV and CGBL
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