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

In the year to Sep 12, 2026, with distributions reinvested, CGBL returned +9.9% and SPSB returned +2.5%, so CGBL returned more. One year is one year; the longer windows are in the table.

Which is cheaper, CGBL or SPSB?

CGBL charges 0.33% a year and SPSB charges 0.04%, so SPSB 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 SPSB: how they differ

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

Capital Group Core Balanced ETF and State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF.

What they hold in common

By the books each fund has filed, CGBL and SPSB 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 SPSB
Capital Group Core Plus Income ETF 23.22%	SALESFORCE INC 0.59%
Capital Group Core Bond ETF 15.60%	AERCAP IRELAND CAP/GLOBA 0.46%
Broadcom Inc 4.57%	BANK OF AMERICA CORP 0.44%
Taiwan Semiconductor Manufacturing Co Lt 3.48%	CITIGROUP INC 0.44%
Alphabet Inc 2.78%	MORGAN STANLEY 0.40%
Micron Technology Inc 2.23%	JPMORGAN CHASE & CO 0.39%
Philip Morris International Inc 2.07%	PFIZER INVESTMENT ENTER 0.39%
Apple Inc 2.00%	SPRINT CAPITAL CORP 0.39%

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 and SPSB on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	CGBL Capital Group Core Balanced ETF	SPSB State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF
Where it sits	Core index fund	Core index fund
Issuer	Capital	State Street
What it is	Core Balanced	SPDR Portfolio Short Term Corporate Bond
Total return, 1 year	+9.9%	+2.5%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−7.6 pts	−15.1 pts
Expense ratio	0.33%	0.04%
Holdings	77	1599

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%.

SPSB in plain words

SPSB is a bond fund tracking the SPDR Portfolio Short Term Corporate Bond. Over the year to Sep 11, 2026 it returned +2.5% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.04% a year.

Questions people ask

Which returned more over the last year, CGBL or SPSB?: In the year to Sep 12, 2026, with distributions reinvested, CGBL returned +9.9% and SPSB returned +2.5%, so CGBL returned more. One year is one year; the longer windows are in the table.
Which is cheaper, CGBL or SPSB?: CGBL charges 0.33% a year and SPSB charges 0.04%, so SPSB 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 SPSB, 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 SPSB, data as of Sep 12, 2026. https://etfiq.com/compare/any/CGBL-SPSB Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources