Which returned more over the last year, CGBL or IUSB?

In the year to Oct 28, 2026, with distributions reinvested, CGBL returned +7.1% and IUSB −1.2%.

Which is cheaper, CGBL or IUSB?

IUSB is cheaper, by 0.27 percentage points a year. That is about $27 on $10,000 held for a year. Fees come from each fund's prospectus.

Data as of Oct 28, 2026.

Across categories

CGBL vs IUSB: Differences, Returns & Fees

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Over the year to Oct 28, 2026, CGBL returned +7.1% to IUSB's −1.2%; 0% of their weight is in the same names.

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Net assets on Oct 27, 2026: $7.9bn for Capital Group Core Balanced ETF and $49.8bn for iShares Core Universal USD Bond ETF.

CGBL on its own →IUSB on its own →

At a glance

+7.1%

CGBL total return, 1 year

−1.2%

IUSB total return, 1 year

0.33%

CGBL expense ratio

0.06%

IUSB expense ratio

Pair scorecard

IUSB costs 0.27 points a year less; their one-year returns differ by 8.3 points; IUSB is 6.3 times larger.

CGBL vs IUSB: Differences, Returns & Fees
Measure	CGBL	IUSB
Return
Measure	CGBL	IUSB
Total return, 1 year	+7.1%	−1.2%
Drawdown
Measure	CGBL	IUSB
Below its high	3.4%, high on Aug 13, 2026
Benchmark
Measure	CGBL	IUSB
What it tracks	No index, actively managed	Bloomberg U.S. Universal Index
Cost and size
Measure	CGBL	IUSB
Expense ratio	0.33%	0.06%
Net assets, as of Oct 27, 2026	$7.9bn	$49.8bn
Holdings
Measure	CGBL	IUSB
Holdings in common	0%
In the S&P 500, by weight	48%
Top ten holdings, share of the fund	59.3%

Holdings in common uses holdings dated Jun 30, 2026 and Oct 27, 2026. Method

What they share

By the books each fund has filed, CGBL and IUSB hold 0% of their money in the same securities at the same weight. Holdings dated Jun 30, 2026 and Oct 27, 2026.

50%

0 half 100%

half

0% in common

Positions both hold · largest shared weight first CGBL IUSB

Only in one fund ↓

Only in CGBL

Capital Group Core Plus Income ETF 23.27%

Capital Group Core Bond ETF 15.64%

Broadcom Inc 4.58%

Taiwan Semiconductor Manufacturing Co Ltd 3.49%

Alphabet Inc 2.79%

Micron Technology Inc 2.23%

Philip Morris International Inc 2.07%

Apple Inc 2.01%

Only in IUSB

BLK Liquidity Temp Cash Inst #21 4.75%

TREASURY NOTE 0.49%

TREASURY NOTE 0.42%

TREASURY NOTE 0.41%

TREASURY NOTE 0.38%

TREASURY NOTE 0.37%

TREASURY NOTE (2OLD) 0.36%

UMBS 15YR TBA(REG B) 0.35%

Check overlap with more funds →

Side by side

CGBL Capital Group Core Balanced ETF IUSB iShares Core Universal USD Bond ETF

Where it sits Allocation ETF Bond ETF

Issuer Capital Group iShares

What it is Actively managed Tracks an index of Universal USD Bond

Total return, 1 year +7.1% −1.2%

Its benchmark over the same days +7.5% (VOO and AGG) not measured

Gap to its benchmark −0.4 pts vs VOO and AGG not measured

Expense ratio 0.33% 0.06%

Holdings 77 18338

Net assets, as of Oct 27, 2026 $7.9bn $49.8bn

CGBL and IUSB on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

CGBL

Over the year to Oct 28, 2026 it returned +7.1% with distributions reinvested, against +7.5% for its benchmark, the 60%/40% S&P 500 Index/Bloomberg U.S. Aggregate Index.

CGBL is actively managed and tracks no index. 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 59.3%. It sat 3.4% below its high of Aug 13, 2026 on Oct 28, 2026.

IUSB

IUSB tracks an index of Universal USD Bond. Over the year to Oct 28, 2026 it returned −1.2% with distributions reinvested. The prospectus expense ratio is 0.06% a year.

Questions people ask

Which returned more over the last year, CGBL or IUSB?: In the year to Oct 28, 2026, with distributions reinvested, CGBL returned +7.1% and IUSB −1.2%.
Which is cheaper, CGBL or IUSB?: IUSB is cheaper, by 0.27 percentage points a year. That is about $27 on $10,000 held for a year. Fees come from each fund's prospectus.

Other comparisons

BOND vs CGBL BIL vs CGBL CGBL vs MBB CGBL vs JAAA AOR vs IUSB IBB vs IUSB BITO vs IUSB IUSB vs SYSB

Where to next

CGBL on its own →IUSB on its own →Hold both: look the portfolio through →Rankings →CGBL dividend history →CGBL holdings →IUSB dividend history →IUSB holdings →Standards and sources →

Sources and dates

CGBL filings on SEC EDGAR ↗

CGBL prospectus with the expense ratio (SEC) ↗

Capital Group page for CGBL ↗

IUSB filings on SEC EDGAR ↗

IUSB prospectus with the expense ratio (SEC) ↗

iShares page for IUSB ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, CGBL against IUSB, data as of Oct 28, 2026. https://etfiq.com/compare/any/cgbl-vs-iusb

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.