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

In the year to Oct 28, 2026, with distributions reinvested, CGBL returned +7.1% and IWB +13.1%.

Which is cheaper, CGBL or IWB?

IWB is cheaper, by 0.18 percentage points a year. That is about $18 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do CGBL and IWB overlap with the S&P 500?

By their latest filed holdings, 48% of CGBL and 92% of IWB by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

CGBL vs IWB: Differences, Returns & Fees

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Over the year to Oct 28, 2026, CGBL returned +7.1% to IWB's +13.1%; 25% of their weight is in the same names.

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Net assets: $7.9bn on Oct 27, 2026 for Capital Group Core Balanced ETF, and $49.1bn on Oct 28, 2026 for iShares Russell 1000 ETF.

CGBL on its own →IWB on its own →

At a glance

+7.1%

CGBL total return, 1 year

+13.1%

IWB total return, 1 year

0.33%

CGBL expense ratio

0.15%

IWB expense ratio

Pair scorecard

IWB costs 0.18 points a year less; their one-year returns differ by 6.0 points; IWB is 6.2 times larger.

CGBL vs IWB: Differences, Returns & Fees
Measure	CGBL	IWB
Return
Measure	CGBL	IWB
Total return, 1 year	+7.1%	+13.1%
Drawdown
Measure	CGBL	IWB
Below its high	3.4%, high on Aug 13, 2026
Benchmark
Measure	CGBL	IWB
What it tracks	No index, actively managed	Russell 1000 Index
Cost and size
Measure	CGBL	IWB
Expense ratio	0.33%	0.15%
Net assets, as of Oct 26, 2026	$7.9bn	$48.7bn
Holdings
Measure	CGBL	IWB
Holdings in common	25%
Top ten holdings, share of the fund	59.3%	35.3%

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

What they share

25%

By the books each fund has filed, CGBL and IWB hold 25% 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

25% in common

Positions both hold · largest shared weight first CGBL IWB

Alphabet Inc 2.79% 2.63%

Broadcom Inc 4.58% 2.24%

Apple Inc 2.01% 7.06%

Microsoft Corp 1.97% 5.56%

Micron Technology Inc 2.23% 1.47%

NVIDIA Corp 1.20% 7.15%

Meta Platforms Inc 1.10% 1.92%

Visa Inc 0.92% 0.96%

Amazon.com Inc 0.81% 3.46%

Eli Lilly & Co 0.73% 1.44%

Intel Corp 0.91% 0.60%

UnitedHealth Group Inc 0.64% 0.52%

Only in one fund ↓

Only in CGBL

Capital Group Core Plus Income ETF 23.27%

Capital Group Core Bond ETF 15.64%

Taiwan Semiconductor Manufacturing Co Ltd 3.49%

Wheaton Precious Metals Corp 1.04%

Franco-Nevada Corp 0.89%

Capital Group Central Cash Fund 0.85%

Lundin Mining Corp 0.66%

ASML Holding NV 0.62%

Only in IWB

ALPHABET CLASS C 2.12%

TESLA INC 1.68%

BERKSHIRE HATHAWAY INC CLASS B 1.42%

ADVANCED MICRO DEVICES 1.28%

EXXONMOBIL HOLDINGS CORP 1.04%

JOHNSON & JOHNSON 0.91%

WALMART 0.74%

ABBVIE 0.71%

Check overlap with more funds →

Side by side

CGBL Capital Group Core Balanced ETF IWB iShares Russell 1000 ETF

Where it sits Allocation ETF Stock ETF

Issuer Capital Group iShares

What it is Actively managed Tracks the Russell 1000

Total return, 1 year +7.1% +13.1%

Its benchmark over the same days +7.5% (VOO and AGG) +13.2% (VONE)

Gap to its benchmark −0.4 pts vs VOO and AGG −0.1 pts vs VONE

Expense ratio 0.33% 0.15%

Already in the S&P 500 48.1% 91.7%

Holdings 77 1025

Net assets, CGBL as of Oct 27, 2026 and IWB as of Oct 28, 2026 $7.9bn $49.1bn

CGBL and IWB 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.

IWB

IWB tracks the Russell 1000. Over the year to Oct 28, 2026 it returned +13.1% with distributions reinvested, against +13.2% for its benchmark, the Russell 1000 Index. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 27, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1,025 positions, with the top ten at 35.3%.

Questions people ask

Which returned more over the last year, CGBL or IWB?: In the year to Oct 28, 2026, with distributions reinvested, CGBL returned +7.1% and IWB +13.1%.
Which is cheaper, CGBL or IWB?: IWB is cheaper, by 0.18 percentage points a year. That is about $18 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do CGBL and IWB overlap with the S&P 500?: By their latest filed holdings, 48% of CGBL and 92% of IWB by weight is stocks the S&P 500 already holds.

Other comparisons

CGBL vs QUAL CGBL vs DIA CGBL vs SCHB CGBL vs DYNF AOR vs IWB IWB vs PDBC IWB vs XLRE IWB vs TCAF

Where to next

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

Sources and dates

CGBL filings on SEC EDGAR ↗

CGBL prospectus with the expense ratio (SEC) ↗

Capital Group page for CGBL ↗

IWB filings on SEC EDGAR ↗

IWB prospectus with the expense ratio (SEC) ↗

iShares page for IWB ↗

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 IWB, data as of Oct 28, 2026. https://etfiq.com/compare/any/cgbl-vs-iwb

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