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CGBLvsSPY

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

One year, growth of $100
CGBL 104SPY 112Oct 25Oct 26GROWTH OF $100
Head to head
CGBLSPY
Expense ratio—0.095%
Assets$815M$810B
Net flow, 1 month—−$698M
Net flow, 1 year—+$35.4B
Return, YTD+4.0%+12.9%
Return, 1 year+4.3%+12.3%
Avg daily volume1.3M40.2M
Holdings0503
ListedMar 7, 2024Jan 22, 1993
Options marketNoYes

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

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