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

In the year to Sep 12, 2026, with distributions reinvested, CGBL returned +9.9% and XOP returned +52.4%, so XOP returned more. One year is one year; the longer windows are in the table.

Which is cheaper, CGBL or XOP?

CGBL charges 0.33% a year and XOP charges 0.35%, so CGBL 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 XOP: how they differ

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

Capital Group Core Balanced ETF and State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF.

What they hold in common

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

Positions CGBL and XOP both hold, largest shared weight first
Holding	CGBL	XOP
ConocoPhillips	0.46%	2.36%

Largest positions each one holds and the other does not
Only in CGBL	Only in XOP
Capital Group Core Plus Income ETF 23.22%	Texas Pacific Land Corp 3.17%
Capital Group Core Bond ETF 15.60%	PBF Energy Inc 2.91%
Broadcom Inc 4.57%	Delek US Holdings Inc 2.81%
Taiwan Semiconductor Manufacturing Co Lt 3.48%	Expand Energy Corp 2.80%
Alphabet Inc 2.78%	CNX Resources Corp 2.78%
Micron Technology Inc 2.23%	EQT Corp 2.75%
Philip Morris International Inc 2.07%	Valero Energy Corp 2.75%
Apple Inc 2.00%	Antero Resources Corp 2.68%

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 XOP on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	CGBL Capital Group Core Balanced ETF	XOP State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF
Where it sits	Core index fund	Core index fund
Issuer	Capital	State Street
What it is	Core Balanced	SPDR S&P Oil & Gas Exploration & Production
Total return, 1 year	+9.9%	+52.4%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−7.6 pts	+34.9 pts
Expense ratio	0.33%	0.35%
Holdings	77	51

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%.

XOP in plain words

XOP is a commodity fund tracking the SPDR S&P Oil & Gas Exploration & Production. Over the year to Sep 11, 2026 it returned +52.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.35% a year. It sat 26.8% below its high of Jun 23, 2014 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, CGBL or XOP?: In the year to Sep 12, 2026, with distributions reinvested, CGBL returned +9.9% and XOP returned +52.4%, so XOP returned more. One year is one year; the longer windows are in the table.
Which is cheaper, CGBL or XOP?: CGBL charges 0.33% a year and XOP charges 0.35%, so CGBL is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where to next

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

A comparison is not a recommendation. Standards and sources