Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
CGBL vs EWY: how they differ
CGBL and EWY hold 0% of their weight in the same names, and EWY returned more over the year.
Capital Group Core Balanced ETF and iShares MSCI South Korea ETF.
What they hold in common
By the books each fund has filed, CGBL and EWY hold 0% of their money in the same securities at the same weight.
| Only in CGBL | Only in EWY |
|---|---|
| Capital Group Core Plus Income ETF 23.22% | SK hynix Inc. 31.02% |
| Capital Group Core Bond ETF 15.60% | SAMSUNG ELECTRO-MECHANICS CO.,LTD 3.44% |
| Broadcom Inc 4.57% | SK Square Co., Ltd. 3.10% |
| Taiwan Semiconductor Manufacturing Co Lt 3.48% | HYUNDAI MOTOR COMPANY 2.45% |
| Alphabet Inc 2.78% | KB Financial Group Inc. 1.40% |
| Micron Technology Inc 2.23% | HYUNDAI MOBIS CO.,LTD 1.22% |
| Philip Morris International Inc 2.07% | DOOSAN ENERBILITY CO., LTD. 1.22% |
| Apple Inc 2.00% | SAMSUNG SDI CO., LTD. 1.15% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and May 31, 2026.
| CGBL Capital Group Core Balanced ETF | EWY iShares MSCI South Korea ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | Capital | iShares |
| What it is | Core Balanced | MSCI South Korea |
| Total return, 1 year | +9.9% | +147.9% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −7.6 pts | +130.4 pts |
| Expense ratio | 0.33% | 0.59% |
| Already in the S&P 500 | 48.1% | 0.0% |
| Holdings | 77 | 82 |
CGBL in plain words
CGBL is an index equity fund tracking the Core Balanced. Over the year to Sep 11, 2026 it returned +9.9% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.33% a year. By its holdings filed for Jun 30, 2026, 48% of the fund by weight is stocks the S&P 500 also holds, across 77 positions, with the top ten at 59.2%.
EWY in plain words
EWY is an index equity fund tracking the MSCI South Korea. Over the year to Sep 11, 2026 it returned +147.9% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.59% a year. By its holdings filed for May 31, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 82 positions, with the top ten at 70.0%. It sat 13.9% below its high of Jun 18, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, CGBL or EWY?
- In the year to Sep 12, 2026, with distributions reinvested, CGBL returned +9.9% and EWY returned +147.9%, so EWY returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, CGBL or EWY?
- CGBL charges 0.33% a year and EWY charges 0.59%, so CGBL is cheaper. Fees come from each fund's prospectus.
- How much do CGBL and EWY overlap with the S&P 500?
- By their latest filed holdings, 48% of CGBL and 0% of EWY by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.
Other comparisons
Where to next
Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, CGBL against EWY, data as of Sep 12, 2026. https://etfiq.com/compare/any/CGBL-EWY Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources