CGBL vs. AOA
Compare and contrast key facts about Capital Group Core Balanced ETF (CGBL) and iShares Core Aggressive Allocation ETF (AOA).
CGBL and AOA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CGBL is an actively managed fund by Capital Group. It was launched on Sep 26, 2023. AOA is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Aggressive Index. It was launched on Nov 4, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGBL or AOA.
Correlation
The correlation between CGBL and AOA is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CGBL vs. AOA - Performance Comparison
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Key characteristics
CGBL:
8.08%
AOA:
14.09%
CGBL:
-0.77%
AOA:
-28.38%
CGBL:
-0.26%
AOA:
-0.74%
Returns By Period
CGBL
N/A
N/A
N/A
N/A
N/A
N/A
AOA
3.66%
7.68%
1.53%
10.71%
11.86%
7.53%
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CGBL vs. AOA - Expense Ratio Comparison
CGBL has a 0.33% expense ratio, which is higher than AOA's 0.25% expense ratio.
Risk-Adjusted Performance
CGBL vs. AOA — Risk-Adjusted Performance Rank
CGBL
AOA
CGBL vs. AOA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group Core Balanced ETF (CGBL) and iShares Core Aggressive Allocation ETF (AOA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
CGBL vs. AOA - Dividend Comparison
CGBL's dividend yield for the trailing twelve months is around 1.98%, less than AOA's 2.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGBL Capital Group Core Balanced ETF | 1.98% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AOA iShares Core Aggressive Allocation ETF | 2.24% | 2.30% | 2.22% | 2.10% | 1.67% | 1.71% | 2.50% | 2.37% | 5.09% | 2.02% | 2.15% | 2.18% |
Drawdowns
CGBL vs. AOA - Drawdown Comparison
The maximum CGBL drawdown since its inception was -0.77%, smaller than the maximum AOA drawdown of -28.38%. Use the drawdown chart below to compare losses from any high point for CGBL and AOA. For additional features, visit the drawdowns tool.
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Volatility
CGBL vs. AOA - Volatility Comparison
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