CGBL vs. HYIN ETF Comparison
Comparison of Capital Group Core Balanced ETF (CGBL) to WisdomTree Alternative Income Fund (HYIN)
CGBL
Capital Group Core Balanced ETF
CGBL Description
In seeking to pursue its investment objective, the fund varies its mix of direct or indirect exposure to equity securities, debt securities and money market instruments and cash. Under normal market conditions, the fund"s investment adviser will maintain the following investment mix: 50%-75% in equity securities, at least 25% in debt securities, and the remainder of the fund"s assets (if any) in money market instruments and cash. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$29.39
Average Daily Volume
178,054
9
HYIN
WisdomTree Alternative Income Fund
HYIN Description
The investment seeks to track the price and yield performance, before fees and expenses, of the Gapstow Liquid Alternative Credit Index (the ?Index?). Under normal circumstances, at least 80% of the fund?s total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is comprised of registered closed-end investment companies and real estate investment trusts that are listed and publicly traded on a major U.S. stock exchange. It is non-diversified.Grade (RS Rating)
Last Trade
$18.83
Average Daily Volume
6,810
28
Performance
| Period | CGBL | HYIN |
|---|---|---|
| 30 Days | 4.93% | 4.09% |
| 60 Days | 1.05% | 0.48% |
| 90 Days | 5.38% | 2.28% |
| 12 Months | 17.70% |
0 Overlapping Holdings
| Symbol | Grade | Weight in CGBL | Weight in HYIN | Overlap |
|---|
CGBL Underweight 28 Positions Relative to HYIN
| Symbol | Grade | Weight | |
|---|---|---|---|
| ABR | C | -3.29% | |
| MITT | A | -3.27% | |
| FSK | A | -3.05% | |
| RWT | C | -3.04% | |
| MAIN | C | -3.02% | |
| HTGC | A | -2.99% | |
| ARCC | A | -2.96% | |
| GBDC | C | -2.94% | |
| VVR | A | -2.94% | |
| EFC | B | -2.93% | |
| OXLC | A | -2.92% | |
| LADR | B | -2.89% | |
| STWD | C | -2.85% | |
| BXSL | C | -2.85% | |
| AGNC | A | -2.84% | |
| CIM | C | -2.83% | |
| JQC | A | -2.82% | |
| JFR | A | -2.82% | |
| ECC | A | -2.82% | |
| PDI | A | -2.8% | |
| HYT | A | -2.79% | |
| GOF | A | -2.78% | |
| RC | F | -2.77% | |
| DSU | B | -2.75% | |
| PTY | D | -2.71% | |
| BXMT | F | -2.57% | |
| ARI | D | -2.57% | |
| CMTG | F | -2.51% |
CGBL: Top Represented Industries & Keywords
HYIN: Top Represented Industries & Keywords
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