Screener
YYY vs CGBL
Amplify CEF High Income ETF vs Capital Group Core Balanced ETF
Key differences
YYY is an equity ETF, while CGBL is a mixed asset ETF. YYY charges 3.23% a year and CGBL 0.33%.
- YYY is an equity fund, while CGBL is a mixed asset fund. They carry different risk/return profiles.
- YYY follows a index tracking strategy; CGBL uses active selection.
- CGBL costs 2.90% less per year.
- CGBL is much larger than YYY. Larger funds are usually more liquid and less likely to close.
- YYY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| YYY | CGBL | |
|---|---|---|
| Annual cost (TER) | 3.23% | 0.33% |
| Fund size (AUM) | $734M | $6.7B |
| Since | 2012 | 2023 |
| Dividend yield | 12.49% | 1.86% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +10.5% | +16.4% |
| CAGR 3Y | +12.4% | N/A |
| CAGR 5Y | +2.9% | N/A |
| Sharpe 3Y | 0.83 | N/A |
| Volatility 1Y | 8.67% | 9.86% |
| Max drawdown | -42.52% | -11.66% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.