Which returned more over the last year, CGBL or IAU?

In the year to Sep 12, 2026, with distributions reinvested, CGBL returned +9.9% and IAU returned +19.2%, so IAU returned more. One year is one year; the longer windows are in the table.

Which is cheaper, CGBL or IAU?

CGBL charges 0.33% a year and IAU charges 0.25%, so IAU is cheaper. Fees come from each fund's prospectus.

Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

CGBL vs IAU: how they differ

CGBL is an equity index fund and IAU a commodity fund, and over the year IAU returned more, +19.2% against +9.9%.

Capital Group Core Balanced ETF and iShares Gold Trust.

CGBL and IAU on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	CGBL Capital Group Core Balanced ETF	IAU iShares Gold Trust
Where it sits	Core index fund	Core index fund
Issuer	Capital	iShares
What it is	Core Balanced	Gold
Total return, 1 year	+9.9%	+19.2%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−7.6 pts	+1.7 pts
Expense ratio	0.33%	0.25%
Holdings	77	not filed

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%.

IAU in plain words

IAU is a commodity fund tracking the Gold. Over the year to Sep 11, 2026 it returned +19.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.25% a year. It sat 19.6% below its high of Jan 29, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, CGBL or IAU?: In the year to Sep 12, 2026, with distributions reinvested, CGBL returned +9.9% and IAU returned +19.2%, so IAU returned more. One year is one year; the longer windows are in the table.
Which is cheaper, CGBL or IAU?: CGBL charges 0.33% a year and IAU charges 0.25%, so IAU is cheaper. Fees come from each fund's prospectus.

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.

CGBL against IAU, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, CGBL against IAU, data as of Sep 12, 2026. https://etfiq.com/compare/any/CGBL-IAU Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources