Capital Group Core Balanced ETF (CGBL)


Market Price (10/11/2026): $37.175

Capital Group Core Balanced ETF (CGBL)


Market Price (10/11/2026): $37.175

Key Takeaways

  • CGBL has returned +6.0% YTD vs +14.8% for SPY; +9.9% over the past 12 months (SPY +20.2%). details →
  • Priced in gold, CGBL has returned -31.2% over the past 3 years, vs +54.4% in dollars — its dollar gains have lagged gold. details →
  • Over the past month, CGBL has seen net inflows of +$222M (+2.9% of assets). details →
Last updated: 10/10/2026.

Price Chart

Asset Allocation with CGBL

Risk Tolerance:
ConservativeModerateAggressive
Moderate — 55% equity / 25% bonds / 20% alternatives
10Y Return (ann.)
+5.9%
Volatility
5.2%
Sharpe
0.58
YTD
+4.5%
Modeled with monthly rebalancing to target weights; 10-year figures are annualized from monthly returns. Illustrative only — past performance is not indicative of future results.

Learn More →
Tailored Asset Allocation
[1] Personalized 5 Level Risk Tolerance Assessment
[2] Asset Allocation for My Risk Tolerance
Learn More →
Protect Wealth
[1] Defensive Portfolios
[2] Tax-Efficient Strategies

Top 20 Holdings for CGBL

Total Weights
Top 5: 48.8% | Top 10: 58.8% | Top 20: 70.1%

HoldingETF Weight
14020Y102CAPITAL GROUP CORE PLUS INCOME CAP GROUP CORE PLUS INCOME22.93%
14020Y508CAPITAL GROUP CORE BOND ETF CAP GROUP CORE BOND15.48%
11135F101BROADCOM INC COMMON STOCK4.30%
874039100TAIWAN SEMICONDUCTOR SP ADR ADR3.19%
02079K107ALPHABET INC CL C COMMON STOCK USD.0012.90%
594918104MICROSOFT CORP COMMON STOCK USD.000006252.51%
037833100APPLE INC COMMON STOCK USD.000012.32%
718172109PHILIP MORRIS INTERNATIONAL COMMON STOCK2.22%
595112103MICRON TECHNOLOGY INC COMMON STOCK USD.11.67%
14020B102CAPITAL GROUP CENTRAL CASH FUN CAPITAL GROUP CNTRL CSH M1.33%
962879102WHEATON PRECIOUS METALS CORP COMMON STOCK1.27%
92532F100VERTEX PHARMACEUTICALS INC COMMON STOCK USD.011.23%
30303M102META PLATFORMS INC CLASS A COMMON STOCK USD.0000061.20%
780287108ROYAL GOLD INC COMMON STOCK USD.011.17%
351858105FRANCO NEVADA CORP COMMON STOCK1.14%
01741R102ATI INC COMMON STOCK USD.11.10%
36828A101GE VERNOVA INC COMMON STOCK USD.011.06%
92826C839VISA INC CLASS A SHARES COMMON STOCK USD.00011.03%
842587107SOUTHERN CO/THE COMMON STOCK USD5.01.02%
097023105BOEING CO/THE COMMON STOCK USD5.01.02%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
CGBL Return--10%17%15%6%56%
Peers Return8%-14%12%10%14%4%35%
S&P 500 Return27%-19%24%23%16%13%107%

Monthly Win Rates [3]
CGBL Win Rate--50%75%83%70% 
Peers Win Rate72%33%57%73%85%56% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
CGBL Max Drawdown----6%-12%-8% 
Peers Max Drawdown-4%-19%-9%-4%-8%-6% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: AOR, AOA, AOM, AOK, DRSK.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 10/9/2026 (YTD)

Sharpe Ratios Compared

One measure of reward vs. risk is a Sharpe ratio. A higher ratio indicates better risk-adjusted returns. Most funds have Sharpe ratios < 1.0.

Ticker1Y3Y5Y
CGBL0.321.001.00
Equity Top Results (3Y)   
IALT2.302.302.30
VLUE2.181.440.76
SPMO0.891.430.86
SMH1.691.380.95
CGDV1.031.350.89

Results as of 9302026.

How Low Can It Go

EventCGBLS&P 500
2025 US Tariff Shock
  % Loss-11.6%-18.8%
  % Gain to Breakeven13.2%23.1%
  Time to Breakeven56 days79 days

Compare to AOR, AOA, AOM, AOK, DRSK

In The Past

Capital Group Core Balanced ETF's stock fell -11.6% during the 2025 US Tariff Shock. Such a loss loss requires a 13.2% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

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Compare to AOR, AOA, AOM, AOK, DRSK

In The Past

Capital Group Core Balanced ETF's stock fell -11.6% during the 2025 US Tariff Shock. Such a loss loss requires a 13.2% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

CGBL Dip Buy History


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Alerts when dip buy opportunities arise.
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Current Dip Buy Opportunities Across ETFs

ETFs currently down 5% or more from trailing 6M peaks.

TickerNameDip %Mkt PricePrice DatePeak PricePeak Date# Days
IJHiShares Core S&P Mid-Cap ETF-6.7%73.431010202678.67816202655
MDYState Street SPDR S&P MIDCAP 400 ETF Trust-6.6%669.8710102026716.91816202655
SCHMSchwab U.S. Mid-Cap ETF-6.0%34.651010202636.876302026102
IVOOVanguard S&P Mid-Cap 400 ETF-6.3%124.2910102026132.68816202655
IJRiShares Core S&P Small-Cap ETF-8.6%137.5510102026150.44816202655
VBVanguard Small-Cap ETF-6.1%289.4810102026308.38816202655
IWMiShares Russell 2000 ETF-8.6%278.9410102026305.09816202655
SCHASchwab U.S. Small-Cap ETF-9.2%32.791010202636.136302026102
VTWOVanguard Russell 2000 ETF-8.3%112.6610102026122.90816202655
DFASDimensional U.S. Small Cap ETF-7.3%78.351010202684.48816202655
ESMLiShares ESG Aware MSCI USA Small-Cap ETF-6.9%52.741010202656.64816202655
NUSCNuveen ESG Small-Cap ETF-7.5%49.271010202653.27816202655
AKREAkre Focus ETF-11.4%54.801010202661.85830202641
IJKiShares S&P Mid-Cap 400 Growth ETF-5.9%112.0310102026119.11817202654
MDYGState Street SPDR S&P 400 Mid Cap Growth ETF-6.0%106.8910102026113.69817202654
IWOiShares Russell 2000 Growth ETF-9.8%356.7810102026395.65816202655
VBKVanguard Small-Cap Growth ETF-5.8%344.7410102026365.91817202654
IJTiShares S&P Small-Cap 600 Growth ETF-9.2%162.6010102026179.07804202667
SLYGState Street SPDR S&P 600 Small Cap Growth ETF-9.1%108.5710102026119.50804202667
IJJiShares S&P Mid-Cap 400 Value ETF-7.5%140.3710102026151.67816202655
MDYVState Street SPDR S&P 400 Mid Cap Value ETF-7.5%90.111010202697.39816202655
VBRVanguard Small-Cap Value ETF-6.4%234.4310102026250.56816202655
AVUVAvantis U.S. Small Cap Value ETF-7.1%119.6410102026128.74804202667
IWNiShares Russell 2000 Value ETF-7.3%210.8710102026227.43816202655
IJSiShares S&P Small-Cap 600 Value ETF-8.2%129.1310102026140.68816202655
SLYVState Street SPDR S&P 600 Small Cap Value ETF-8.2%103.0010102026112.22816202655
VIOVVanguard S&P Small-Cap 600 Value ETF-7.8%110.8610102026120.28816202655
EFViShares MSCI EAFE Value ETF-5.9%78.191010202683.08903202637
AVIVAvantis International Large Cap Value ETF-5.8%79.001010202683.89825202646
VGKVanguard FTSE Europe ETF-7.5%86.031010202692.96825202646
IEMGiShares Core MSCI Emerging Markets ETF-5.3%81.401010202686.006222026110
EEMiShares MSCI Emerging Markets ETF-6.2%66.801010202671.216222026110
ASHRXtrackers Harvest CSI 300 China A-Shares ETF-13.2%32.381010202637.306222026110
EWYiShares MSCI South Korea ETF-19.1%177.2410102026219.206212026111
FXIiShares China Large-Cap ETF-10.5%34.241010202638.265132026150
KWEBKraneShares CSI China Internet ETF-18.5%24.931010202630.595132026150
SCHDSchwab US Dividend Equity ETF-6.2%33.041010202635.21824202647
DVYiShares Select Dividend ETF-6.7%154.3610102026165.50816202655
SDYState Street SPDR S&P Dividend ETF-6.4%149.0410102026159.18824202647
NOBLProShares S&P 500 Dividend Aristocrats ETF-6.8%55.071010202659.07824202647
SCHYSchwab International Dividend Equity ETF-6.0%31.751010202633.78825202646
COWZPacer US Cash Cows 100 ETF-5.4%68.521010202672.40830202641
MTUMiShares MSCI USA Momentum Factor ETF-7.3%320.0010102026345.226222026110
FNDASchwab Fundamental U.S. Small Company ETF-7.5%35.621010202638.52816202655
SPMOInvesco S&P 500 Momentum ETF-6.5%151.1610102026161.666222026110
MOATVanEck Morningstar Wide Moat ETF-5.6%108.7410102026115.14827202644
SPGPInvesco S&P 500 GARP ETF-5.2%122.3110102026129.02813202658
URAGlobal X Uranium ETF-33.2%38.901010202658.265062026157
BOTZGlobal X Funds Global X Robotics & Artificial Intelligence ETF-14.8%35.481010202641.635132026150
ROBOROBO Global Robotics & Automation Index ETF-10.1%81.261010202690.346022026130
LITGlobal X Lithium & Battery Tech ETF-23.9%69.731010202691.625112026152
ICLNiShares Global Clean Energy ETF-27.2%17.281010202623.756022026130
ARKQARK Autonomous Technology & Robotics ETF-14.1%123.5110102026143.825282026135
ARKXARK Space & Defense Innovation ETF-14.7%32.201010202637.745282026135
NASATema Space Innovators ETF-42.5%24.101010202641.895272026136
DRSKAptus Defined Risk ETF-7.2%27.271010202629.396012026131
ALLWSSGA Active Trust State Street Bridgewater All Weather ETF-5.2%28.861010202630.44825202646
YYYAmplify CEF High Income ETF-8.5%10.401010202611.37816202655
GDEWisdomTree Efficient Gold Plus Equity Strategy Fund-8.7%65.121010202671.30825202646
XLFState Street Financial Select Sector SPDR ETF-6.5%54.731010202658.56903202637
XLIState Street Industrial Select Sector SPDR ETF-9.3%169.2510102026186.51816202655
XLCState Street Communication Services Select Sector SPDR ETF-7.1%110.3810102026118.794192026174
XLYState Street Consumer Discretionary Select Sector SPDR ETF-7.4%112.8510102026121.825282026135
XLUState Street Utilities Select Sector SPDR ETF-11.3%41.411010202646.664122026181
XLBState Street Materials Select Sector SPDR ETF-7.9%49.431010202653.67826202645
IYJiShares U.S. Industrials ETF-7.7%156.8510102026169.86804202667
IYMiShares U.S. Basic Materials ETF-7.5%181.7810102026196.45825202646
SMHVanEck Semiconductor ETF-9.8%603.3310102026668.916222026110
SOXXiShares Semiconductor ETF-14.6%559.4010102026655.016222026110
XBIState Street SPDR S&P Biotech ETF-9.3%153.7710102026169.55819202652
ITAiShares U.S. Aerospace & Defense ETF-18.4%206.6510102026253.22816202655
IYTiShares U.S. Transportation ETF-11.0%80.151010202690.01716202686
IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF-9.9%178.4910102026198.06903202637
KREState Street SPDR S&P Regional Banking ETF-11.4%69.011010202677.93816202655
MISLFirst Trust Indxx Aerospace & Defense ETF-14.1%42.241010202649.195282026135
RINGiShares MSCI Global Gold Miners ETF-16.2%78.051010202693.17825202646
SOXQInvesco PHLX Semiconductor ETF-14.1%98.9310102026115.116222026110
IGOViShares International Treasury Bond ETF-6.0%39.741010202642.275102026153
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF-5.1%102.4110102026107.936292026103
TLTiShares 20+ Year Treasury Bond ETF-9.4%77.981010202686.106292026103
VGLTVanguard Long-Term Treasury ETF-8.6%50.181010202654.896292026103
SPTLState Street SPDR Portfolio Long Term Treasury ETF-8.6%23.881010202626.136292026103
TLHiShares 10-20 Year Treasury Bond ETF-7.6%92.191010202699.786292026103
EDVVanguard World Funds Extended Duration ETF-14.4%55.251010202664.546242026108
VCLTVanguard Long-Term Corporate Bond ETF-7.8%68.691010202674.476292026103
SPLBState Street SPDR Portfolio Long Term Corporate Bond ETF-7.9%20.441010202622.186292026103
IGLBiShares 10+ Year Investment Grade Corporate Bond ETF-7.6%45.771010202649.566292026103
MUBiShares National Muni Bond ETF-5.3%101.0810102026106.69706202696
VTEBVanguard Tax-Exempt Bond Index Fund-5.6%47.321010202650.10706202696
TFIState Street SPDR Nuveen ICE Municipal Bond ETF-5.6%42.771010202645.31705202697
ITMVanEck Intermediate Muni ETF-5.2%44.221010202646.65706202696
LMUBiShares Long-Term National Muni Bond ETF-8.4%46.391010202650.63705202697
GLDSPDR Gold Trust-13.8%384.5810102026445.934192026174
IAUiShares Gold Trust-13.7%78.871010202691.344192026174
GLDMSPDR Gold MiniShares Trust-13.6%82.991010202696.044192026174
SLViShares Silver Trust-31.0%54.781010202679.355132026150
PPLTETFS Physical Platinum Shares-22.0%15.251010202619.555132026150
PALLETFS Physical Palladium Shares-28.1%20.771010202628.894142026179
USOUnited States Oil Fund LP-8.4%148.2010102026161.86915202625
UNGUnited States Natural Gas Fund LP-9.2%11.011010202612.126042026128
BNOUnited States Brent Oil Fund LP ETV-7.1%55.851010202660.135042026159
VNQVanguard Real Estate ETF-9.4%90.6510102026100.08728202674
XLREState Street Real Estate Select Sector SPDR ETF-9.6%41.611010202646.01728202674
SCHHSchwab U.S. REIT ETF-10.6%22.221010202624.86726202676
IYRiShares U.S. Real Estate ETF-10.4%96.1010102026107.26728202674
REETiShares Global REIT ETF-11.1%25.691010202628.89726202676
USRTiShares Core U.S. REIT ETF-11.8%61.551010202669.82726202676
IBITiShares Bitcoin Trust ETF-5.0%46.551010202649.01921202619
FBTCFidelity Wise Origin Bitcoin Fund-5.0%71.541010202675.31921202619
ETHAiShares Ethereum Trust ETF-7.4%55.991010202660.45928202612

ETF Fund Flows

Largest fund inflows and outflows across ETFs, with the asset-allocation rotation they imply.

Net fund flows · as of 2026-10-09

Asset allocation rotation · Past month

  • Equity ETFs drew the largest net inflows (+$61.1B), followed by Bond (+$32.6B), with every major asset class in net inflows.
  • Within the mix, money rotated into US Large Cap Core (+$26.5B) and out of Factor Smart Beta (−$4.3B).
  • Relative to fund size, VTES drew the largest inflow (+40.1% of AUM) and BKAG the largest outflow (−37.4%).
Largest inflows
#TickerNameTypeNet flow% of AUM
1IVViShares Core S&P 500 ETFEquity US Large Cap Core+$33.86B+3.8%
2SPYMState Street SPDR Portfolio S&P 500 ETFEquity US Large Cap Core+$17.53B+10.0%
3IUSBiShares Core Universal USD Bond ETFBond Core Plus Multisector+$5.98B+12.5%
4MUBiShares National Muni Bond ETFBond Municipal+$5.84B+12.7%
5ACWXiShares MSCI ACWI ex U.S. ETFOther+$5.63B+34.7%
6VTIVanguard Morningstar Total Stock Market ETFEquity US Total Market+$5.5B+0.8%
7SGOViShares 0-3 Month Treasury Bond ETFCash+$5.49B+4.9%
8COROiShares International Country Rotation Active ETFEquity International Broad+$4.99B+39.2%
9VTEBVanguard Tax-Exempt Bond ETFBond Municipal+$4.91B+10.5%
10BILState Street SPDR Bloomberg 1-3 Month T-Bill ETFCash+$4.03B+8.4%
Largest outflows
#TickerNameTypeNet flow% of AUM
1VOOVanguard S&P 500 ETFEquity US Large Cap Core-$25.51B-2.4%
2MTUMiShares MSCI USA Momentum Factor ETFEquity Factor Smart Beta-$5.37B-25.8%
3MBBiShares MBS ETFBond Mortgage Backed-$2.67B-7.2%
4USHYiShares Broad USD High Yield Corporate Bond ETFBond High Yield Corporate-$2.27B-8.5%
5SMHVanEck Semiconductor ETFEquity Industry Subsector-$2.09B-2.8%
6SOXXiShares Semiconductor ETFEquity Industry Subsector-$1.97B-4.1%
7EWYiShares MSCI South Korea ETFEquity Emerging Markets-$1.87B-7.1%
8EFGiShares MSCI EAFE Growth ETFOther-$1.36B-8.9%
9DRAMRoundhill Memory ETFOther-$1.34B-5.1%
10IQMMProShares - GENIUS Money Market ETFOther-$1.11B-5.5%

Largest ETF fund flows across ~2648 funds (min AUM $100M). Net creations/redemptions; leveraged & inverse ETFs excluded. A ⚠ marks a day excluded as a suspected data error.

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About CGBL

0Holdings Count: 74
Expense Ratio: 0.33%
Inception Date: 2023-09-26
Capital Group Core Balanced ETF
The Capital Group Core Balanced ETF seeks to achieve a comprehensive total return, encompassing both income generation and capital growth, through a diversified investment strategy. A core principle of this fund is the safeguarding of principal for investors over the long term. Its portfolio typically includes a variety of assets such as common and preferred equities, fixed-income instruments like bonds, convertible securities, exchange-traded funds (ETFs), and cash. The fund also maintains the flexibility to allocate up to 15% of its total assets to equity securities issued by companies based outside the United States.
Asset Class: Multi-Asset | ETF Website

Recent Active Movers

Peer Comparisons

Peers to compare with:

Profile

CGBLAORAOAAOMAOKDRSKMedian
NameCapital Gr.RUA Life S.iShares Co.iShares Co.iShares Co.Aptus Defi. 
Asset ClassEquityEquityEquityEquityEquityEquity-
AUM ($ Bil)7.83.93.31.90.81.42.6
Expense Ratio0.33%0.20%0.19%0.20%0.20%0.78%0.20%
10-D Avg Volume (Mil)1.660.360.120.250.170.160.21
Latest Day Volume (Mil)1.560.500.140.820.24-0.50
Holdings Count747777267
Inception Date9/26/202311/3/200811/3/200811/4/200811/4/20088/7/2018-

Fundamentals

CGBLAORAOAAOMAOKDRSKMedian
NameCapital Gr.RUA Life S.iShares Co.iShares Co.iShares Co.Aptus Defi. 
Net Asset Value37.0268.5597.6148.8240.4927.27-
Premium/Discount0.4%0.4%0.4%0.0%-0.0%0.0%0.2%
Distribution Yield1.9%2.6%2.1%3.2%3.5%0.0%2.4%
Sales Yield-------
Earnings Yield-------

Valuation

CGBLAORAOAAOMAOKDRSKMedian
NameCapital Gr.RUA Life S.iShares Co.iShares Co.iShares Co.Aptus Defi. 
P/S (TTM)-------
P/E (TTM)-------
P/FCF (TTM)-------
Forward P/E-------
Forward P/S-------

Risk

CGBLAORAOAAOMAOKDRSKMedian
NameCapital Gr.RUA Life S.iShares Co.iShares Co.iShares Co.Aptus Defi. 
Volatility (1Y)10.7%9.4%11.7%7.2%6.2%7.8%8.6%
Volatility (3Y)11.0%9.4%11.8%7.4%6.3%7.9%8.6%
Volatility (5Y)11.0%10.7%13.1%8.3%7.2%7.5%9.5%
Beta (1Y)0.760.680.850.500.410.420.59
Beta (3Y)0.690.580.750.420.330.290.50
Beta (5Y)0.690.580.740.420.330.230.50
Sharpe Ratio (1Y)0.740.951.080.720.61-0.610.73
Sharpe Ratio (3Y)1.451.551.521.531.531.131.52
Sharpe Ratio (5Y)1.410.670.740.570.490.300.62
Max Drawdown (1Y)-7.9%-6.6%-8.2%-5.1%-4.5%-7.8%-7.2%
Max Drawdown (3Y)-11.7%-9.8%-12.9%-6.5%-5.0%-7.8%-8.8%
Max Drawdown (5Y)-11.7%-21.7%-23.6%-20.0%-18.9%-19.9%-19.9%

Returns

CGBLAORAOAAOMAOKDRSKMedian
NameCapital Gr.RUA Life S.iShares Co.iShares Co.iShares Co.Aptus Defi. 
1M Return-0.8%-0.2%0.1%-0.8%-0.7%-2.1%-0.7%
3M Return-0.5%0.5%1.5%-0.3%-0.8%-4.5%-0.4%
6M Return4.2%5.1%7.8%2.3%1.3%-0.9%3.3%
YTD Return6.0%7.2%10.5%3.8%2.9%-2.5%4.9%
1Y Return7.7%8.9%12.7%5.1%3.7%-4.9%6.4%
2Y Return23.8%23.1%30.5%15.9%13.0%3.1%19.5%
3Y Return58.7%52.8%67.6%39.1%33.0%29.9%46.0%

Short Interest

Short Interest: As Of Date9302026
Short Interest: Shares Quantity0.8 Mil
Short Interest: % Change Since 91520261096.4%
Average Daily Volume1.4 Mil
Days-to-Cover Short Interest1