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

In the year to Sep 12, 2026, with distributions reinvested, CGBL returned +9.9% and SHY returned +1.7%, so CGBL returned more. One year is one year; the longer windows are in the table.

Which is cheaper, CGBL or SHY?

CGBL charges 0.33% a year and SHY charges 0.15%, so SHY 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 SHY: how they differ

CGBL and SHY hold 0% of their weight in the same names, and CGBL returned more over the year.

Capital Group Core Balanced ETF and iShares 1-3 Year Treasury Bond ETF.

What they hold in common

By the books each fund has filed, CGBL and SHY hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in CGBL	Only in SHY
Capital Group Core Plus Income ETF 23.22%	United States of America 1.97%
Capital Group Core Bond ETF 15.60%	United States of America 1.86%
Broadcom Inc 4.57%	United States of America 1.72%
Taiwan Semiconductor Manufacturing Co Lt 3.48%	United States of America 1.62%
Alphabet Inc 2.78%	United States of America 1.61%
Micron Technology Inc 2.23%	United States of America 1.53%
Philip Morris International Inc 2.07%	United States of America 1.49%
Apple Inc 2.00%	United States of America 1.47%

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 and SHY on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	CGBL Capital Group Core Balanced ETF	SHY iShares 1-3 Year Treasury Bond ETF
Where it sits	Core index fund	Core index fund
Issuer	Capital	iShares
What it is	Core Balanced	1-3 Year Treasury Bond
Total return, 1 year	+9.9%	+1.7%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−7.6 pts	−15.8 pts
Expense ratio	0.33%	0.15%
Holdings	77	89

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%.

SHY in plain words

SHY is a bond fund tracking the 1-3 Year Treasury Bond. Over the year to Sep 11, 2026 it returned +1.7% 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.

Questions people ask

Which returned more over the last year, CGBL or SHY?: In the year to Sep 12, 2026, with distributions reinvested, CGBL returned +9.9% and SHY returned +1.7%, so CGBL returned more. One year is one year; the longer windows are in the table.
Which is cheaper, CGBL or SHY?: CGBL charges 0.33% a year and SHY charges 0.15%, so SHY is cheaper. Fees come from each fund's prospectus.

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

A comparison is not a recommendation. Standards and sources