Screener
YLD vs CGBL
Principal Active High Yield ETF vs Capital Group Core Balanced ETF
Key differences
YLD is a fixed income ETF, while CGBL is a mixed asset ETF. YLD charges 0.39% a year and CGBL 0.33%.
- YLD is a fixed income fund, while CGBL is a mixed asset fund. They carry different risk/return profiles.
- CGBL costs 0.06% less per year.
- CGBL is much larger than YLD. Larger funds are usually more liquid and less likely to close.
- YLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| YLD | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.33% |
| Fund size (AUM) | $545M | $6.7B |
| Since | 2015 | 2023 |
| Dividend yield | 7.29% | 1.86% |
| Asset class | fixed income | mixed asset |
| Region | global | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.1% | +14.8% |
| CAGR 3Y | +8.8% | N/A |
| CAGR 5Y | +4.9% | N/A |
| Sharpe 3Y | 0.87 | N/A |
| Volatility 1Y | 4.35% | 9.96% |
| Max drawdown | -28.34% | -11.66% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.