Get the weekly note

Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

CGBL vs IGSB: how they differ

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

Capital Group Core Balanced ETF and iShares 1-5 Year Investment Grade Corporate Bond ETF.

What they hold in common

By the books each fund has filed, CGBL and IGSB 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 CGBLOnly in IGSB
Capital Group Core Plus Income ETF 23.22%BLK CSH FND TREASURY SL AGENCY 0.56%
Capital Group Core Bond ETF 15.60%EAGLE FUNDING LUXCO S. R.L. 144A 0.29%
Broadcom Inc 4.57%SPACE EXPLORATION TECHNOLOGIES COR 144A 0.15%
Taiwan Semiconductor Manufacturing Co Lt 3.48%DEUTSCHE TELEKOM INTERNATIONAL FIN 0.10%
Alphabet Inc 2.78%BAYER US FINANCE II LLC 144A 0.09%
Micron Technology Inc 2.23%JPMORGAN CHASE & CO MTN 0.09%
Philip Morris International Inc 2.07%GOLDMAN SACHS BANK USA (FXD-FRN) 0.08%
Apple Inc 2.00%GOLDMAN SACHS GROUP INC/THE MTN 0.08%

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 and IGSB on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
CGBL
Capital Group Core Balanced ETF
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
Where it sitsCore index fundCore index fund
IssuerCapital GroupiShares
What it isCore Balanced1-5 Year Investment Grade Corporate Bond
Total return, 1 year+9.9%+1.7%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−7.6 pts−15.8 pts
Expense ratio0.33%0.04%
Holdings774496

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%.

IGSB in plain words

IGSB is a bond fund tracking the 1-5 Year Investment Grade Corporate Bond. Over the year to Sep 11, 2026 it returned +1.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.04% a year.

Questions people ask

Which returned more over the last year, CGBL or IGSB?
In the year to Sep 13, 2026, with distributions reinvested, CGBL returned +9.9% and IGSB returned +1.7%, so CGBL returned more. One year is one year; the longer windows are in the table.
Which is cheaper, CGBL or IGSB?
CGBL charges 0.33% a year and IGSB charges 0.04%, so IGSB 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 IGSB, ETFIQ, data as of Sep 13, 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 IGSB, data as of Sep 13, 2026. https://etfiq.com/compare/any/cgbl-vs-igsb Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources