{"url":"https://etfiq.com/compare/any/cgbl-vs-itot","section":"compare","title":"CGBL vs ITOT: ETF Returns, Fees and Overlap | ETFIQ","description":"CGBL vs ITOT to Oct 28, 2026: one-year total return +7.1% against +13.4%, expense ratio 0.33% against 0.03%. 24% of their weight is in the same names.","as_of":"Oct 28, 2026","structured_data":[{"@type":"FAQPage","mainEntity":[{"@type":"Question","name":"Which returned more over the last year, CGBL or ITOT?","acceptedAnswer":{"@type":"Answer","text":"In the year to Oct 28, 2026, with distributions reinvested, CGBL returned +7.1% and ITOT +13.4%."}},{"@type":"Question","name":"Which is cheaper, CGBL or ITOT?","acceptedAnswer":{"@type":"Answer","text":"ITOT is cheaper, by 0.30 percentage points a year. That is about $30 on $10,000 held for a year. Fees come from each fund's prospectus."}},{"@type":"Question","name":"How much do CGBL and ITOT overlap with the S&P 500?","acceptedAnswer":{"@type":"Answer","text":"By their latest filed holdings, 48% of CGBL and 88% of ITOT by weight is stocks the S&P 500 already holds."}}]},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"ETFIQ","item":"https://etfiq.com/"},{"@type":"ListItem","position":2,"name":"Compare ETFs","item":"https://etfiq.com/compare/"},{"@type":"ListItem","position":3,"name":"CGBL vs ITOT","item":"https://etfiq.com/compare/any/cgbl-vs-itot"}]},{"@type":"WebPage","name":"CGBL vs ITOT: ETF Returns, Fees and Overlap","description":"CGBL vs ITOT to Oct 28, 2026: one-year total return +7.1% against +13.4%, expense ratio 0.33% against 0.03%. 24% of their weight is in the same names.","url":"https://etfiq.com/compare/any/cgbl-vs-itot","dateModified":"2026-10-28","speakable":{"@type":"SpeakableSpecification","cssSelector":[".verdict",".lede",".faq"]},"isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"}},{"@type":"Dataset","name":"ETFIQ comparison of CGBL and ITOT","description":"CGBL vs ITOT to Oct 28, 2026: one-year total return +7.1% against +13.4%, expense ratio 0.33% against 0.03%. 24% of their weight is in the same names.","dateModified":"2026-10-28","creator":{"@id":"https://etfiq.com/#org"},"license":"https://etfiq.com/license/","isAccessibleForFree":true,"url":"https://etfiq.com/compare/any/cgbl-vs-itot","publisher":{"@id":"https://etfiq.com/#org"},"inLanguage":"en","creativeWorkStatus":"Published","distribution":[{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/alternatives.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/core.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/crypto.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/funds.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/income.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/leverage.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/thematic.json"}]},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"ETFIQ","item":"https://etfiq.com/"},{"@type":"ListItem","position":2,"name":"Compare ETFs","item":"https://etfiq.com/compare/"},{"@type":"ListItem","position":3,"name":"CGBL vs ITOT","item":"https://etfiq.com/compare/any/cgbl-vs-itot"}]},{"@type":"WebPage","name":"CGBL vs ITOT: ETF Returns, Fees and Overlap","description":"CGBL vs ITOT to Oct 28, 2026: one-year total return +7.1% against +13.4%, expense ratio 0.33% against 0.03%. 24% of their weight is in the same names.","url":"https://etfiq.com/compare/any/cgbl-vs-itot","dateModified":"2026-10-28","isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"},"speakable":{"@type":"SpeakableSpecification","cssSelector":[".verdict",".lede",".faq"]},"publisher":{"@id":"https://etfiq.com/#org"}}],"characters":5517,"truncated":true,"content":"ETFIQ / Compare ETFs / CGBL vs ITOT \n \n Data as of Oct 28, 2026.\n ETFIQ etfiq.com \u00b7 independent ETF data \n CGBL vs ITOT: Differences, Returns & Fees\n Over the year to Oct 28, 2026, CGBL returned +7.1% to ITOT's +13.4%; 24% of their weight is in the same names.\n Copy this for sharing \n ITOT costs 0.30 points a year less; their one-year returns differ by 6.3 points; ITOT is 12.3 times larger.\n CGBL and ITOT at a glance. As of Oct 28, 2026. Source: ETFIQ. CGBL ITOT \n Expense ratio 0.33% 0.03% \n Net assets, as of Oct 27, 2026 $7.9bn $97.1bn \n Total return, 1 year +7.1% +13.4% \n What it tracks No i","source":"ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.","publisher":{"@id":"https://etfiq.com/#org","name":"ETFIQ","url":"https://etfiq.com"},"license":"https://etfiq.com/license/","license_text":"Data ETFIQ computes is free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.","citation":"ETFIQ, CGBL against ITOT, data as of Oct 28, 2026. https://etfiq.com/compare/any/cgbl-vs-itot","a":{"ticker":"CGBL","name":"Capital Group Core Balanced ETF","issuer":"Capital Group","desk":"core","as_of":"2026-10-28","verdict":"CGBL is actively managed and returned +7.1% over the past year.","url":"https://etfiq.com/funds/cgbl","key_facts":[{"label":"Total return, 1 year","value":"+7.1%","as_of":"2026-10-28","source":"computed by ETFIQ from Tiingo daily prices"},{"label":"Expense ratio","value":"0.33%","as_of":"2026-02-27","source":"485BPOS XBRL, Feb 27, 2026"},{"label":"Holdings","value":"77","as_of":"2026-06-30","source":"its SEC filing (Form N-PORT)"},{"label":"Below its high","value":"\u22123.4%","as_of":"2026-10-28","source":"ETFIQ"},{"label":"12-month yield, capital gains included, on its starting price","value":"2.0%","as_of":"2026-10-28","source":"computed by ETFIQ from Tiingo daily prices and distributions"},{"label":"Last payment (paid quarterly), ex-date Sep 30, 2026","value":"$0.2056","as_of":"2026-09-30","source":"Tiingo end-of-day distributions"},{"label":"Net assets","value":"$7.9bn","as_of":"2026-10-27","source":"issuer page, as of Oct 27, 2026"}]},"b":{"ticker":"ITOT","name":"iShares Core S&P Total U.S. Stock Market ETF","issuer":"iShares","desk":"core","as_of":"2026-10-28","verdict":"ITOT tracks the S&P Total U.S. Stock Market and returned +13.4% over the past year.","url":"https://etfiq.com/funds/itot","key_facts":[{"label":"Total return, 1 year","value":"+13.4%","as_of":"2026-10-28","source":"computed by ETFIQ from Tiingo daily prices"},{"label":"Expense ratio","value":"0.03%","as_of":"2026-07-27","source":"485BPOS XBRL, Jul 27, 2026"},{"label":"Holdings","value":"2443","as_of":"2026-10-27","source":"the issuer\u2019s daily holdings file"},{"label":"Below its high","value":"\u22121.1%","as_of":"2026-10-28","source":"ETFIQ"},{"label":"12-month yield, capital gains included, on its starting price","value":"1.1%","as_of":"2026-10-28","source":"computed by ETFIQ from Tiingo daily prices and distributions"},{"label":"Last payment (paid quarterly), ex-date Sep 15, 2026","value":"$0.4527","as_of":"2026-09-15","source":"Tiingo end-of-day distributions"},{"label":"Net assets","value":"$97.1bn","as_of":"2026-10-27","source":"the issuer\u2019s own daily fund list, as of Oct 27, 2026"}]},"overlap_pct":24,"full_text_at":"https://etfiq.com/compare/any/cgbl-vs-itot"}