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CGBLvsIVV

CAPITAL GROUP CORE BALANCED ETF against iShares Core S&P 500 ETF — the fee, the flows, the book, and a year head-to-head.

One year, growth of $100
CGBL 104IVV 112Oct 25Oct 26GROWTH OF $100
Head to head
CGBLIVV
Expense ratio—0.030%
Assets$815M$880.6B
Net flow, 1 month—−$732M
Net flow, 1 year—+$65.7B
Return, YTD+4.0%+12.9%
Return, 1 year+4.3%+12.3%
Avg daily volume1.3M4.8M
Holdings0507
ListedMar 7, 2024May 15, 2000
Options marketNoYes

MARKED CELLS LEAD ON THAT LINE · LOWER FEE, LARGER ASSETS, STRONGER FLOWS & RETURNS

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