Data as of Oct 28, 2026.

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CGBL vs IGIB: Differences, Returns & Fees

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Over the year to Oct 28, 2026, CGBL returned +7.1% to IGIB's −1.8%; 0% of their weight is in the same names.

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Net assets: $7.9bn on Oct 27, 2026 for Capital Group Core Balanced ETF, and $19.5bn on Oct 28, 2026 for iShares 5-10 Year Investment Grade Corporate Bond ETF.

At a glance
+7.1%
CGBL total return, 1 year
−1.8%
IGIB total return, 1 year
0.33%
CGBL expense ratio
0.04%
IGIB expense ratio

Pair scorecard

IGIB costs 0.29 points a year less; their one-year returns differ by 8.9 points; IGIB is 2.5 times larger.

CGBL vs IGIB: Differences, Returns & Fees
MeasureCGBLIGIB
Return
Total return, 1 year+7.1%−1.8%
Drawdown
Below its high3.4%, high on Aug 13, 20263.2%, high on Feb 27, 2026
Benchmark
What it tracksNo index, actively managedICE BofA 5-10 Year US Corporate Index
Cost and size
Expense ratio0.33%0.04%
Net assets, as of Oct 26, 2026$7.9bn$19.5bn
Holdings
Holdings in common0%
In the S&P 500, by weight48%
Top ten holdings, share of the fund59.3%

Holdings in common uses holdings dated Jun 30, 2026 and Oct 27, 2026. Method

What they share

0%

By the books each fund has filed, CGBL and IGIB hold 0% of their money in the same securities at the same weight. Holdings dated Jun 30, 2026 and Oct 27, 2026.

0 half 100%

half

0% in common

Positions both hold · largest shared weight first CGBL IGIB
Only in one fund ↓
Only in CGBL
Capital Group Core Plus Income ETF 23.27%
Capital Group Core Bond ETF 15.64%
Broadcom Inc 4.58%
Taiwan Semiconductor Manufacturing Co Ltd 3.49%
Alphabet Inc 2.79%
Micron Technology Inc 2.23%
Philip Morris International Inc 2.07%
Apple Inc 2.01%
Only in IGIB
AMAZON.COM INC 0.22%
META PLATFORMS INC 0.22%
META PLATFORMS INC 0.20%
ANHEUSER-BUSCH COMPANIES LLC 0.19%
BANK OF AMERICA CORP MTN 0.19%
SPACE EXPLORATION TECHNOLOGIES COR 144A 0.19%
BANK OF AMERICA CORP MTN 0.18%
BANK OF AMERICA CORP MTN 0.18%
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Side by side

CGBL Capital Group Core Balanced ETF IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
Where it sits Allocation ETF Bond ETF
What it is Actively managed Tracks an index of 5-10 Year Investment Grade Corporate Bond
Total return, 1 year +7.1% −1.8%
Its benchmark over the same days +7.5% (VOO and AGG) not measured
Gap to its benchmark −0.4 pts vs VOO and AGG not measured
Expense ratio 0.33% 0.04%
Holdings 77 3064
Net assets, CGBL as of Oct 27, 2026 and IGIB as of Oct 28, 2026 $7.9bn $19.5bn

CGBL and IGIB on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

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About each fund
CGBL

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.

IGIB

IGIB tracks an index of 5-10 Year Investment Grade Corporate Bond. Over the year to Oct 28, 2026 it returned −1.8% with distributions reinvested. The prospectus expense ratio is 0.04% a year. It sat 3.2% below its high of Feb 27, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, CGBL or IGIB?
In the year to Oct 28, 2026, with distributions reinvested, CGBL returned +7.1% and IGIB −1.8%.
Which is cheaper, CGBL or IGIB?
IGIB is cheaper, by 0.29 percentage points a year. That is about $29 on $10,000 held for a year. Fees come from each fund's prospectus.
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ETFIQ, CGBL against IGIB, data as of Oct 28, 2026. https://etfiq.com/compare/any/cgbl-vs-igib

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