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

In the year to Oct 28, 2026, with distributions reinvested, CGBL returned +7.1% and SPSB +2.2%.

Which is cheaper, CGBL or SPSB?

SPSB is cheaper, by 0.29 percentage points a year. That is about $29 on $10,000 held for a year. Fees come from each fund's prospectus.

Data as of Oct 28, 2026.

Across categories

CGBL vs SPSB: Differences, Returns & Fees

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Over the year to Oct 28, 2026, CGBL returned +7.1% to SPSB's +2.2%; 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 $11.3bn for State Street SPDR Portfolio Short Term Corporate Bond ETF.

CGBL on its own →SPSB on its own →

At a glance

+7.1%

CGBL total return, 1 year

+2.2%

SPSB total return, 1 year

0.33%

CGBL expense ratio

0.04%

SPSB expense ratio

Pair scorecard

SPSB costs 0.29 points a year less; their one-year returns differ by 4.9 points; SPSB is 1.4 times larger.

CGBL vs SPSB: Differences, Returns & Fees
Measure	CGBL	SPSB
Return
Measure	CGBL	SPSB
Total return, 1 year	+7.1%	+2.2%
Drawdown
Measure	CGBL	SPSB
Below its high	3.4%, high on Aug 13, 2026
Benchmark
Measure	CGBL	SPSB
What it tracks	No index, actively managed	Bloomberg U.S. 1-3 Year Corporate Bond Index
Cost and size
Measure	CGBL	SPSB
Expense ratio	0.33%	0.04%
Net assets, as of Oct 27, 2026	$7.9bn	$11.3bn
Holdings
Measure	CGBL	SPSB
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 SPSB 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 SPSB

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 SPSB

SALESFORCE INC SR UNSECURED 03/29 4.65 0.66%

AERCAP IRELAND CAP/GLOBA COMPANY GUAR 10/28 3 0.47%

PFIZER INVESTMENT ENTER COMPANY GUAR 05/28 4.45 0.45%

AMAZON.COM INC SR UNSECURED 03/29 4 0.45%

BANK OF AMERICA CORP SR UNSECURED 12/28 VAR 0.45%

NVIDIA CORP SR UNSECURED 06/29 4.35 0.43%

GOLDMAN SACHS GROUP INC SR UNSECURED 05/29 VAR 0.38%

ORACLE CORP SR UNSECURED 02/29 4.55 0.37%

Check overlap with more funds →

Side by side

CGBL Capital Group Core Balanced ETF SPSB State Street SPDR Portfolio Short Term Corporate Bond ETF

Where it sits Allocation ETF Bond ETF

Issuer Capital Group State Street

What it is Actively managed Tracks an index of Short Term Corporate Bond

Total return, 1 year +7.1% +2.2%

Its benchmark over the same days +7.5% (VOO and AGG) −1.4% (AGG)

Gap to its benchmark −0.4 pts vs VOO and AGG +3.6 pts vs AGG

Expense ratio 0.33% 0.04%

Holdings 77 1684

Net assets, as of Oct 27, 2026 $7.9bn $11.3bn

CGBL and SPSB 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.

SPSB

SPSB tracks an index of Short Term Corporate Bond. Over the year to Oct 28, 2026 it returned +2.2% with distributions reinvested, against −1.4% for its benchmark, the Bloomberg U.S. Aggregate Bond Index. The prospectus expense ratio is 0.04% a year.

Questions people ask

Which returned more over the last year, CGBL or SPSB?: In the year to Oct 28, 2026, with distributions reinvested, CGBL returned +7.1% and SPSB +2.2%.
Which is cheaper, CGBL or SPSB?: SPSB is cheaper, by 0.29 percentage points a year. That is about $29 on $10,000 held for a year. Fees come from each fund's prospectus.

Other comparisons

BSV vs CGBL CGBL vs IGSB CGBL vs VCSH CGBL vs PFF AOR vs SPSB IBB vs SPSB BSCV vs SPSB BITO vs SPSB

Where to next

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

Sources and dates

CGBL filings on SEC EDGAR ↗

CGBL prospectus with the expense ratio (SEC) ↗

Capital Group page for CGBL ↗

SPSB filings on SEC EDGAR ↗

SPSB prospectus with the expense ratio (SEC) ↗

State Street website ↗

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

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