Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.
CGBL vs INDA: how they differ
CGBL and INDA hold 0% of their weight in the same names, and CGBL returned more over the year.
Capital Group Core Balanced ETF and iShares MSCI India ETF.
What they hold in common
By the books each fund has filed, CGBL and INDA hold 0% of their money in the same securities at the same weight.
| Only in CGBL | Only in INDA |
|---|---|
| Capital Group Core Plus Income ETF 23.22% | HDFC BANK 5.82% |
| Capital Group Core Bond ETF 15.60% | RELIANCE INDUSTRIES LTD 5.49% |
| Broadcom Inc 4.57% | ICICI BANK 5.39% |
| Taiwan Semiconductor Manufacturing Co Lt 3.48% | BHARTI AIRTEL LTD 3.87% |
| Alphabet Inc 2.78% | BLK CSH FND TREASURY SL AGENCY 2.40% |
| Micron Technology Inc 2.23% | INFOSYS 2.37% |
| Philip Morris International Inc 2.07% | AXIS BANK 2.09% |
| Apple Inc 2.00% | MAHINDRA AND MAHINDRA LTD 2.03% |
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 | INDA iShares MSCI India ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | Capital Group | iShares |
| What it is | Core Balanced | MSCI India |
| Total return, 1 year | +9.9% | −8.8% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −7.6 pts | −26.3 pts |
| Expense ratio | 0.33% | 0.61% |
| Already in the S&P 500 | 48.1% | 0.0% |
| Holdings | 77 | 168 |
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%.
INDA in plain words
INDA is an index equity fund tracking the MSCI India. Over the year to Sep 11, 2026 it returned −8.8% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.61% 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 168 positions, with the top ten at 33.4%. It sat 17.4% below its high of Sep 26, 2024 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, CGBL or INDA?
- In the year to Sep 13, 2026, with distributions reinvested, CGBL returned +9.9% and INDA returned −8.8%, so CGBL returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, CGBL or INDA?
- CGBL charges 0.33% a year and INDA charges 0.61%, so CGBL is cheaper. Fees come from each fund's prospectus.
- How much do CGBL and INDA overlap with the S&P 500?
- By their latest filed holdings, 48% of CGBL and 0% of INDA 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
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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 INDA, data as of Sep 13, 2026. https://etfiq.com/compare/any/cgbl-vs-inda Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources