Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.
CGBL vs IGM: how they differ
CGBL and IGM hold 0% of their weight in the same names, and IGM returned more over the year.
Capital Group Core Balanced ETF and iShares Expanded Tech Sector ETF.
What they hold in common
By the books each fund has filed, CGBL and IGM hold 0% of their money in the same securities at the same weight.
| Only in CGBL | Only in IGM |
|---|---|
| Capital Group Core Plus Income ETF 23.22% | MICROSOFT 10.11% |
| Capital Group Core Bond ETF 15.60% | APPLE 9.14% |
| Broadcom Inc 4.57% | NVIDIA 8.89% |
| Taiwan Semiconductor Manufacturing Co Lt 3.48% | BROADCOM INC 7.42% |
| Alphabet Inc 2.78% | META PLATFORMS CLASS A 4.87% |
| Micron Technology Inc 2.23% | MICRON TECHNOLOGY 4.73% |
| Philip Morris International Inc 2.07% | ALPHABET CLASS A 4.23% |
| Apple Inc 2.00% | ADVANCED MICRO DEVICES 3.66% |
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 Sep 10, 2026.
| CGBL Capital Group Core Balanced ETF | IGM iShares Expanded Tech Sector ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | Capital Group | iShares |
| What it is | Core Balanced | Expanded Tech Sector |
| Total return, 1 year | +9.9% | +32.7% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −7.6 pts | +15.2 pts |
| Expense ratio | 0.33% | 0.37% |
| Already in the S&P 500 | 48.1% | 92.0% |
| Holdings | 77 | 272 |
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%.
IGM in plain words
IGM is an index equity fund tracking the Expanded Tech Sector. Over the year to Sep 11, 2026 it returned +32.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.37% a year. By its holdings filed for Sep 10, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 272 positions, with the top ten at 58.6%. It sat 5.1% below its high of Jun 2, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, CGBL or IGM?
- In the year to Sep 13, 2026, with distributions reinvested, CGBL returned +9.9% and IGM returned +32.7%, so IGM returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, CGBL or IGM?
- CGBL charges 0.33% a year and IGM charges 0.37%, so CGBL is cheaper. Fees come from each fund's prospectus.
- How much do CGBL and IGM overlap with the S&P 500?
- By their latest filed holdings, 48% of CGBL and 92% of IGM by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.
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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.
Cite this page. ETFIQ, CGBL against IGM, data as of Sep 13, 2026. https://etfiq.com/compare/any/cgbl-vs-igm Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources