Data as of Oct 28, 2026.
BOXX vs CGBL: Differences, Returns & Fees
BOXX is an actively managed short-term fund and CGBL an actively managed equity fund, and over the year to Oct 28, 2026, CGBL returned +7.1% against +4.0%.
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Net assets: $14.5bn on Oct 28, 2026 for Alpha Architect 1-3 Month Box ETF, and $7.9bn on Oct 27, 2026 for Capital Group Core Balanced ETF.
Pair scorecard
BOXX costs 0.14 points a year less; their one-year returns differ by 3.1 points; BOXX is 1.8 times larger.
| Measure | BOXX | CGBL |
|---|---|---|
| Return | ||
| Total return, 1 year | +4.0% | +7.1% |
| Drawdown | ||
| Below its high | 3.4%, high on Aug 13, 2026 | |
| Benchmark | ||
| What it tracks | No index, actively managed | No index, actively managed |
| Cost and size | ||
| Expense ratio | 0.19% | 0.33% |
| Net assets, as of Oct 26, 2026 | $14.4bn | $7.9bn |
| Holdings | ||
| Holdings in common | not published | |
| In the S&P 500, by weight | 48% | |
| Holdings dated | Jun 30, 2026 | |
| Top ten holdings, share of the fund | 59.3% | |
Side by side
BOXX and CGBL on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
BOXX
BOXX is actively managed and tracks no index. Over the year to Oct 28, 2026 it returned +4.0% with distributions reinvested. The prospectus expense ratio is 0.19% a year.
Over the year to Oct 28, 2026 it returned +7.1% with distributions reinvested, against +7.5% for its benchmark, the 60%/40% S&P 500 Index/Bloomberg U.S. Aggregate Index.
CGBL is actively managed and tracks no index. 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 59.3%. It sat 3.4% below its high of Aug 13, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, BOXX or CGBL?
- In the year to Oct 28, 2026, with distributions reinvested, BOXX returned +4.0% and CGBL +7.1%.
- Which is cheaper, BOXX or CGBL?
- BOXX is cheaper, by 0.14 percentage points a year. That is about $14 on $10,000 held for a year. Fees come from each fund's prospectus.
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ETFIQ, BOXX against CGBL, data as of Oct 28, 2026. https://etfiq.com/compare/any/boxx-vs-cgbl
ETFIQ. (Oct 28, 2026). BOXX against CGBL. Retrieved from https://etfiq.com/compare/any/boxx-vs-cgbl
[BOXX against CGBL (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/boxx-vs-cgbl)
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