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CGBLvsSPMD

CAPITAL GROUP CORE BALANCED ETF against SPDR Portfolio S&P 400 Mid Cap ETF — the fee, the flows, the book, and a year head-to-head.

One year, growth of $100
CGBL 106SPMD 112Oct 25Oct 26GROWTH OF $100
Head to head
CGBLSPMD
Expense ratio—0.030%
Assets$815M$18.5B
Net flow, 1 month—+$275M
Net flow, 1 year—+$2.3B
Return, YTD+4.2%+10.1%
Return, 1 year+5.7%+12.4%
Avg daily volume1.4M2.1M
Holdings0401
ListedMar 7, 2024Nov 8, 2005
Options marketNoYes

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

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