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  5. VBAL: Goldman has ETFs that are advertised for downside protection. [Vanguard Balanced ETF Portfolio]
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Q: Goldman has ETFs that are advertised for downside protection. The 3 ETFs that I stumbled across are GBXA , GBXB AND GBXC. Are these good for investors who find their portfolios are heavily tilted towards aggressive growth? If not these ETFs, any other method or ETFs you can suggest ? (US markets only). This question is prompted by an uneasy feeling that too many US businesses are again overshooting to unjustifiably high valuations. (I did trim but the related capital gains taxes around 34%, make me wonder if I should perhaps have left all those flowers in peace. Understood, one should not allow tax considerations to influence a decision to trim. Nevertheless, I am reluctant to trim more than I already have. Hence the search for a safety net that is available at a reasonable cost for downside protection. Thank you.
Asked by Adam on June 02, 2025
5i Research Answer:

The ETFs are still quite small, with GBXA at $6M in assets. GBXC is $8M. They do reset quarterly, which is different than other buffer ETFs. Downside protection ranges from 5% and 15%, but note that upside gains are capped at 5% to 7%. Fees are 0.50%, also lower than most peers. For exceptionally nervous investors, we would consider them OK. But capping returns to us seems inadvisable, especially with S&P dividends alone at 1.15%. A lot of upside could be given up here to get some downside protection. A simple balanced fund, such as VBAL, has a 3-year return of 9.22% for example, and has had only one down year (2022 at 13.3%). So a simple bond/stock set-up, at least recently, would have proven to have better returns and less volatility than the cap of these ETFs (not exactly apples-to-apples as VBAL  had some higher volatility intra-year 2022 and we are referencing the full year). We would just not consider these buffer ETFs that great.