Compare FDAT and CGBL

FDAT and CGBL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Core Balanced ETFUnsorted0.33%1.97%+4.9%+7.8%+16.3%[…]−7.9%10.8%$7.9B1.4

Tactical Advantage ETFUnsorted0.74%6.14%+1.1%+1.3%+9.3%[…]−6.3%10.4%$35M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FDAT 2023 · CGBL 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Tactical Advantage ETF · $35M[…]

FDAT

CGBL

Capital Group Core Balanced ETF · $7.9B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FDATMeasureCGBL

+1.1%Year to dateJan 1 → Nov 6+4.9%

+1.3%1 yearTotal return+7.8%

+9.3%3 years · per year$10,000 became $13,067 · $15,725+16.3%

[…]5 years · per year[…]

0.74%Expense ratio$74 · $33 a year on $10k · lower is better0.33%

6.14%Trailing 12-mo yield$614 · $197 a year on $10k1.97%

−6.3%Worst dropSmaller is better−7.9%

10.4%VolatilityLower is calmer10.8%

FDATCGBL Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4CGBL wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDAT vs CGBL: Top 5 Holdings

Today

FDAT

45.3%in top 5

CGBL

in top 548.9%

FDATStockCGBL

not top 5CGCP23.8%

not top 5CGCB16.1%

12.4%VOEnot top 5

12.3%SPYVnot top 5

8.0%XLInot top 5

8.0%VUGnot top 5

4.6%RSPDnot top 5

not top 5AVGO3.5%

not top 5MSFT2.8%

not top 5GOOG2.7%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

FDAT vs CGBL Returns, Every Period

1Y

Tactical FundsFDAT

+1.3%

past year

CGBLCapital Group

+7.8%

past year

FDATCGBLFaded: behind in that period

0–3CGBL wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FDAT vs CGBL

YTD

Tactical FundsFDAT

+1.1%

CGBLCapital Group

+4.9%

+1.1%Year to date+4.9%

−6.3%Worst drop · 1Y−7.9%

10.4%Volatility · 1Y10.8%

6.1%Yield2.0%

$35.1MAssets$7.9B

3–1FDAT wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDAT, CGBL

Today

0.33%lowest, CGBL

FundExpense ratioFee$10k

CGBL0.33%$33

FDAT0.74%$74

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FDAT, CGBL

1Y

6.14%highest, FDAT

FundTrailing yieldYield$10k

FDAT6.14%$614

CGBL1.97%$197

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$540most kept, FDAT

FDAT$614 − $74 = $540

CGBL$197 − $33 = $164

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FDAT, CGBL

Today

0.0%most shared, FDAT and CGBL

FDATCGBL

FDAT—0.0%

CGBL0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+7.8%CGBL, at 10.8% volatility

FDATWorst drop−6.3%10.4% vol

CGBLWorst drop−7.9%10.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FDATCGBL

+1.1%Year to date+4.9%

6.1%Yield2.0%

+1.3%Past year+7.8%

0.74%Fee0.33%

3–1CGBL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026