Data as of Oct 28, 2026.
CGBL vs IYR: Differences, Returns & Fees
Over the year to Oct 28, 2026, CGBL returned +7.1% to IYR's +3.4%; 0% of their weight is in the same names.
askIQ about this page
askIQ about CGBL and IYR
Net assets: $7.9bn on Oct 27, 2026 for Capital Group Core Balanced ETF, and $3.9bn on Oct 28, 2026 for iShares U.S. Real Estate ETF.
Pair scorecard
CGBL costs 0.04 points a year less; their one-year returns differ by 3.7 points; CGBL is 2.0 times larger.
| Measure | CGBL | IYR |
|---|---|---|
| Return | ||
| Total return, 1 year | +7.1% | +3.4% |
| Drawdown | ||
| Below its high | 3.4%, high on Aug 13, 2026 | 8.6%, high on Jul 28, 2026 |
| Benchmark | ||
| What it tracks | No index, actively managed | Dow Jones U.S. Real Estate Capped Index |
| Cost and size | ||
| Expense ratio | 0.33% | 0.37% |
| Net assets, as of Oct 26, 2026 | $7.9bn | $4.0bn |
| Holdings | ||
| Holdings in common | 0% | |
| Top ten holdings, share of the fund | 59.3% | 52.5% |
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 IYR hold 0% of their money in the same securities at the same weight. Holdings dated Jun 30, 2026 and Oct 27, 2026.
half
0% in common
Only in one fund ↓
Side by side
CGBL and IYR on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
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.
IYR
IYR tracks an index of U.S. Real Estate. Over the year to Oct 28, 2026 it returned +3.4% with distributions reinvested. The prospectus expense ratio is 0.37% a year. By its holdings published by its issuer for Oct 27, 2026, 80% of the fund by weight is stocks the S&P 500 also holds, across 59 positions, with the top ten at 52.5%. It sat 8.6% below its high of Jul 28, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, CGBL or IYR?
- In the year to Oct 28, 2026, with distributions reinvested, CGBL returned +7.1% and IYR +3.4%.
- Which is cheaper, CGBL or IYR?
- CGBL is cheaper, by 0.04 percentage points a year. That is about $4 on $10,000 held for a year. Fees come from each fund's prospectus.
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 IYR, data as of Oct 28, 2026. https://etfiq.com/compare/any/cgbl-vs-iyr
ETFIQ. (Oct 28, 2026). CGBL against IYR. Retrieved from https://etfiq.com/compare/any/cgbl-vs-iyr
[CGBL against IYR (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/cgbl-vs-iyr)
Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.