Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
CGBL vs IWB: how they differ
CGBL and IWB hold 27% of their weight in the same names, and IWB returned more over the year.
Capital Group Core Balanced ETF and iShares Russell 1000 ETF.
What they hold in common
By the books each fund has filed, CGBL and IWB hold 27% of their money in the same securities at the same weight.
| Holding | CGBL | IWB |
|---|---|---|
| Broadcom Inc | 4.57% | 2.54% |
| Alphabet Inc | 2.78% | 2.42% |
| Apple Inc | 2.00% | 6.03% |
| Microsoft Corp | 1.96% | 4.00% |
| Micron Technology Inc | 2.23% | 1.88% |
| NVIDIA Corp | 1.19% | 6.73% |
| Meta Platforms Inc | 1.10% | 1.79% |
| Intel Corp | 0.91% | 0.88% |
| Visa Inc | 0.92% | 0.82% |
| Amazon.com Inc | 0.81% | 3.33% |
| Eli Lilly & Co | 0.73% | 1.38% |
| Caterpillar Inc | 0.58% | 0.70% |
| Only in CGBL | Only in IWB |
|---|---|
| Capital Group Core Plus Income ETF 23.22% | ALPHABET INC. 3.00% |
| Capital Group Core Bond ETF 15.60% | TESLA, INC. 1.77% |
| Taiwan Semiconductor Manufacturing Co Lt 3.48% | ADVANCED MICRO DEVICES, INC. 1.36% |
| Wheaton Precious Metals Corp 1.03% | BERKSHIRE HATHAWAY INC. 1.34% |
| Franco-Nevada Corp 0.89% | JOHNSON & JOHNSON 0.88% |
| Capital Group Central Cash Fund 0.85% | APPLIED MATERIALS, INC. 0.83% |
| Aon PLC 0.84% | EXXON MOBIL CORPORATION 0.82% |
| Lundin Mining Corp 0.65% | LAM RESEARCH CORPORATION 0.78% |
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.
| CGBL Capital Group Core Balanced ETF | IWB iShares Russell 1000 ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | Capital | iShares |
| What it is | Core Balanced | Russell 1000 |
| Total return, 1 year | +9.9% | +16.7% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −7.6 pts | −0.8 pts |
| Expense ratio | 0.33% | 0.15% |
| Already in the S&P 500 | 48.1% | 91.9% |
| Holdings | 77 | 1024 |
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%.
IWB in plain words
IWB is an index equity fund tracking the Russell 1000. Over the year to Sep 11, 2026 it returned +16.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year. By its holdings filed for Jun 30, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1024 positions, with the top ten at 33.5%.
Questions people ask
- Which returned more over the last year, CGBL or IWB?
- In the year to Sep 12, 2026, with distributions reinvested, CGBL returned +9.9% and IWB returned +16.7%, so IWB returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, CGBL or IWB?
- CGBL charges 0.33% a year and IWB charges 0.15%, so IWB is cheaper. Fees come from each fund's prospectus.
- How much do CGBL and IWB overlap with the S&P 500?
- By their latest filed holdings, 48% of CGBL and 92% of IWB by weight is stocks the S&P 500 already holds. Between the two funds, 27% of their books are the same securities at the same weight.
Other comparisons
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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 IWB, data as of Sep 12, 2026. https://etfiq.com/compare/any/CGBL-IWB Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources