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

In the year to Sep 12, 2026, with distributions reinvested, CGBL returned +9.9% and VGSH returned +1.8%, so CGBL returned more. One year is one year; the longer windows are in the table.

Which is cheaper, CGBL or VGSH?

CGBL charges 0.33% a year and VGSH charges 0.03%, so VGSH 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 VGSH: how they differ

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

Capital Group Core Balanced ETF and Vanguard Short-Term Treasury Index Fund.

What they hold in common

By the books each fund has filed, CGBL and VGSH 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 VGSH
Capital Group Core Plus Income ETF 23.22%	United States Treasury Note/Bond 2.26%
Capital Group Core Bond ETF 15.60%	United States Treasury Note/Bond 1.41%
Broadcom Inc 4.57%	United States Treasury Note/Bond 1.36%
Taiwan Semiconductor Manufacturing Co Lt 3.48%	United States Treasury Note/Bond 1.32%
Alphabet Inc 2.78%	United States Treasury Note/Bond 1.31%
Micron Technology Inc 2.23%	United States Treasury Note/Bond 1.30%
Philip Morris International Inc 2.07%	United States Treasury Note/Bond 1.27%
Apple Inc 2.00%	United States Treasury Note/Bond 1.27%

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 VGSH on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	CGBL Capital Group Core Balanced ETF	VGSH Vanguard Short-Term Treasury Index Fund
Where it sits	Core index fund	Core index fund
Issuer	Capital	Vanguard
What it is	Core Balanced	Short-Term Treasury
Total return, 1 year	+9.9%	+1.8%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−7.6 pts	−15.7 pts
Expense ratio	0.33%	0.03%
Holdings	77	91

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%.

VGSH in plain words

VGSH is a bond fund tracking the Short-Term Treasury. Over the year to Sep 11, 2026 it returned +1.8% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.03% a year.

Questions people ask

Which returned more over the last year, CGBL or VGSH?: In the year to Sep 12, 2026, with distributions reinvested, CGBL returned +9.9% and VGSH returned +1.8%, so CGBL returned more. One year is one year; the longer windows are in the table.
Which is cheaper, CGBL or VGSH?: CGBL charges 0.33% a year and VGSH charges 0.03%, so VGSH 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 VGSH, 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 VGSH, data as of Sep 12, 2026. https://etfiq.com/compare/any/CGBL-VGSH Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources