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

In the year to Sep 12, 2026, with distributions reinvested, CGBL returned +9.9% and SCHB returned +17.2%, so SCHB returned more. One year is one year; the longer windows are in the table.

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 SCHB: how they differ

CGBL and SCHB are both equity index funds, and over the year SCHB returned more, +17.2% against +9.9%.

Capital Group Core Balanced ETF and Schwab U.S. Broad Market ETF.

CGBL and SCHB on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	CGBL Capital Group Core Balanced ETF	SCHB Schwab U.S. Broad Market ETF
Where it sits	Core index fund	Core index fund
Issuer	Capital	Schwab
What it is	Core Balanced	US broad market, book from ITOT
Total return, 1 year	+9.9%	+17.2%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−7.6 pts	−0.3 pts
Expense ratio	0.33%	not published
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%.

SCHB in plain words

SCHB is an index equity fund tracking the US broad market. Over the year to Sep 11, 2026 it returned +17.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100.

Questions people ask

Which returned more over the last year, CGBL or SCHB?: In the year to Sep 12, 2026, with distributions reinvested, CGBL returned +9.9% and SCHB returned +17.2%, so SCHB returned more. One year is one year; the longer windows are in the table.

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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.

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

A comparison is not a recommendation. Standards and sources