CGBL vs. YYY

In the year-to-date period, CGBL achieves a 4.03% return, which is significantly lower than YYY's 5.06% return.

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CGBL has a 0.33% expense ratio, which is lower than YYY's 2.45% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Capital Group Core Balanced ETF (CGBL) and Amplify High Income ETF (YYY). 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.

The current CGBL Sharpe Ratio is 1.04, which is higher than the YYY Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of CGBL and YYY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CGBL's dividend yield for the trailing twelve months is around 1.91%, less than YYY's 12.53% yield.

The maximum CGBL drawdown since its inception was -11.66%, smaller than the maximum YYY drawdown of -42.52%. Use the drawdown chart below to compare losses from any high point for CGBL and YYY.

Capital Group Core Balanced ETF (CGBL) has a higher volatility of 2.93% compared to Amplify High Income ETF (YYY) at 2.67%. This indicates that CGBL's price experiences larger fluctuations and is considered to be riskier than YYY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.