Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.
CGBL vs IJT: how they differ
CGBL and IJT hold 0% of their weight in the same names, and IJT returned more over the year.
Capital Group Core Balanced ETF and iShares S&P Small-Cap 600 Growth ETF.
What they hold in common
By the books each fund has filed, CGBL and IJT hold 0% of their money in the same securities at the same weight.
| Only in CGBL | Only in IJT |
|---|---|
| Capital Group Core Plus Income ETF 23.22% | CORCEPT THERAPEUTICS 1.29% |
| Capital Group Core Bond ETF 15.60% | VIASAT INC 1.19% |
| Broadcom Inc 4.57% | BRINKER INTERNATIONAL INC 1.09% |
| Taiwan Semiconductor Manufacturing Co Lt 3.48% | PROTAGONIST THERAPEUTICS 1.03% |
| Alphabet Inc 2.78% | FORMFACTOR INC 1.03% |
| Micron Technology Inc 2.23% | RYMAN HOSPITALITY PROPERTIES REIT 0.98% |
| Philip Morris International Inc 2.07% | ALKERMES 0.91% |
| Apple Inc 2.00% | STONEX GROUP INC 0.87% |
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 | IJT iShares S&P Small-Cap 600 Growth ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | Capital Group | iShares |
| What it is | Core Balanced | S&P Small-Cap 600 Growth |
| Total return, 1 year | +9.9% | +17.6% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −7.6 pts | +0.1 pts |
| Expense ratio | 0.33% | 0.18% |
| Already in the S&P 500 | 48.1% | 0.0% |
| Holdings | 77 | 355 |
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%.
IJT in plain words
IJT is an index equity fund tracking the S&P Small-Cap 600 Growth. Over the year to Sep 11, 2026 it returned +17.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.18% a year. By its holdings filed for Sep 10, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 355 positions, with the top ten at 10.1%. It sat 7.0% below its high of Aug 4, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, CGBL or IJT?
- In the year to Sep 13, 2026, with distributions reinvested, CGBL returned +9.9% and IJT returned +17.6%, so IJT returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, CGBL or IJT?
- CGBL charges 0.33% a year and IJT charges 0.18%, so IJT is cheaper. Fees come from each fund's prospectus.
- How much do CGBL and IJT overlap with the S&P 500?
- By their latest filed holdings, 48% of CGBL and 0% of IJT 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.
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.
Cite this page. ETFIQ, CGBL against IJT, data as of Sep 13, 2026. https://etfiq.com/compare/any/cgbl-vs-ijt Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources