{"url":"https://etfiq.com/models/compare/cgbl/","section":"models","title":"CGBL vs the ETFIQ Strategic 60 benchmark | ETFIQ","description":"In the year to Sep 30, 2026, CGBL returned +7.97%, 0.96 points behind the ETFIQ Strategic 60 benchmark\u2019s hypothetical +8.93%.","as_of":"Oct 7, 2026","structured_data":[{"@type":"ItemList","name":"CGBL and its matched benchmark","numberOfItems":2,"itemListElement":[{"@type":"ListItem","position":1,"name":"CGBL, Capital Group Core Balanced ETF","url":"https://etfiq.com/funds/cgbl"},{"@type":"ListItem","position":2,"name":"ETFIQ Strategic, 60% stocks","url":"https://etfiq.com/benchmarks/strategic-60/"}]},{"@type":"FAQPage","mainEntity":[{"@type":"Question","name":"Why is CGBL measured against ETFIQ Strategic 60?","acceptedAnswer":{"@type":"Answer","text":"CGBL holds 60.5% of its net assets in stocks, counted through the funds it holds, so it sits in the moderate band, more than 50% and up to 70% stocks. ETFIQ Strategic 60 is the benchmark for that band."}},{"@type":"Question","name":"What does ETFIQ Strategic 60 hold?","acceptedAnswer":{"@type":"Answer","text":"60% VT and 40% US bonds (BND and AGG in equal parts), rebalanced on the last trading day of each month. It is a published rule, not a fund, and ETFIQ takes no payment from any fund company."}},{"@type":"Question","name":"Why are the benchmark\u2019s returns hypothetical?","acceptedAnswer":{"@type":"Answer","text":"Its rule was frozen on a stated date. Returns before it apply today\u2019s rule and funds to earlier prices; the fund\u2019s own returns are its market price with distributions reinvested. The price source does not carry funds that closed before 2016, so nothing here is free of survivorship bias."}}]},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"ETFIQ","item":"https://etfiq.com/"},{"@type":"ListItem","position":2,"name":"ETF Models","item":"https://etfiq.com/models/"},{"@type":"ListItem","position":3,"name":"Every model","item":"https://etfiq.com/models/list/"},{"@type":"ListItem","position":4,"name":"CGBL","item":"https://etfiq.com/models/compare/cgbl/"}]},{"@type":"WebPage","name":"CGBL vs the ETFIQ Strategic 60 benchmark","description":"In the year to Sep 30, 2026, CGBL returned +7.97%, 0.96 points behind the ETFIQ Strategic 60 benchmark\u2019s hypothetical +8.93%.","url":"https://etfiq.com/models/compare/cgbl/","dateModified":"2026-10-08","isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"},"speakable":{"@type":"SpeakableSpecification","cssSelector":[".verdict",".lede",".faq"]},"publisher":{"@id":"https://etfiq.com/#org"}}],"characters":5347,"truncated":false,"content":"ETFIQ / ETF Models / Every model / CGBL \n \n Rebuilt every trading night. Figures as of Oct 7, 2026; trailing windows end at the last month end, Sep 30, 2026.\n CGBL against the ETFIQ Strategic 60 benchmark\n Capital Group Core Balanced ETF holds 60.5% of its net assets in stocks, counted through the funds it holds, which places it in the moderate band. Its matched benchmark is ETFIQ Strategic, 60% stocks, a written rule, not a fund.\n +7.97% CGBL, 1 year \n +8.93%* Strategic 60, 1 year \n \u22120.96 Difference, points \n 0.33% Expense ratio \n\n In the year to Sep 30, 2026, CGBL returned +7.97%, 0.96 points behind the ETFIQ Strategic 60 benchmark\u2019s hypothetical +8.93%.\n ETFIQ Strategic, 60% stocks: launched on Oct 3, 2026, when ETFIQ froze its rule. Figures before Oct 5, 2026 are hypothetical: today\u2019s rule and funds applied to earlier prices, which is look-ahead. From Oct 5, 2026 the record is tracked, and a window that starts before it is hypothetical as a whole.\n Other allocation ETFs against their benchmarks\n AOR CGBL RJVI CGBL and Strategic 60 by window\n CGBL\u2019s own market-price total return beside Strategic 60 over the same closes; YTD and 1 year as total returns, the longer windows a year over whole months. The difference is the two printed figures subtracted, in percentage points. *Hypothetical as a whole: the benchmark\u2019s window begins before its tracked date, Oct 5, 2026. Data sourced by Tiingo .\n Total return of CGBL and ETFIQ Strategic, 60% stocks by window, to Oct 7, 2026. Data sourced by Tiingo. Window From To CGBL Strategic 60 Difference, points Side \n Year to date Dec 31, 2025 Oct 7, 2026 +6.50% +7.28%* \u22120.78 CGBL behind \n 1 year Sep 30, 2025 Sep 30, 2026 +7.97% +8.93%* \u22120.96 CGBL behind \n 3 years, a year Sep 29, 2023 Sep 30, 2026 +15.99% +14.30%* +1.69 CGBL ahead \n 5 years, a year not published not published not published not published not published not published \n 10 years, a year not published not published not published not published not published not published \n Since Sep 28, 2023, a year Sep 29, 2023 Sep 30, 2026 +15.99% +14.30%* +1.69 CGBL ahead \n\n Fees\n Both fees are already inside the returns above. On $10,000 is the fee times 100, the dollars a year at that fee.\n The expense ratio of CGBL and the weighted fund fee of ETFIQ Strategic, 60% stocks. Portfolio Fee A year On $10,000 As of \n CGBL Expense ratio, from its prospectus 0.33% $33 Feb 27, 2026 \n Strategic 60 Weighted fund fee, inside its returns 0.05% $5 Oct 7, 2026 \n\n Risk over 3 years\n From monthly returns, Sep 29, 2023 to Sep 30, 2026, 36 months; the drawdown on daily values. Beta, correlation, tracking error and captures measure the fund against the benchmark.\n Risk of CGBL and ETFIQ Strategic, 60% stocks over 3 years to Sep 30, 2026. Figure CGBL Strategic 60 \n Volatility, a year 9.35% 8.59% \n Largest drawdown, on daily values \u221211.66% \u22129.76% \n Beta to the benchmark 1.04 measured against itself \n Correlation 0.96 measured against itself \n Tracking error, a year 2.70% measured against itself \n Up capture 1.06 measured against itself \n Down capture 0.95 measured against itself \n\n Questions people ask\n Why is CGBL measured against ETFIQ Strategic 60? CGBL holds 60.5% of its net assets in stocks, counted through the funds it holds, so it sits in the moderate band, more than 50% and up to 70% stocks. ETFIQ Strategic 60 is the benchmark for that band. What does ETFIQ Strategic 60 hold? 60% VT and 40% US bonds (BND and AGG in equal parts), rebalanced on the last trading day of each month. It is a published rule, not a fund, and ETFIQ takes no payment from any fund company. Why are the benchmark\u2019s returns hypothetical? Its rule was frozen on a stated date. Returns before it apply today\u2019s rule and funds to earlier prices; the fund\u2019s own returns are its market price with distributions reinvested. The price source does not carry funds that closed before 2016, so nothing here is free of survivorship bias. Total returns are market price with distributions reinvested, net of each fund\u2019s own fees, with nothing else deducted. The price source does not carry funds that closed before 2016, so nothing here is free of survivorship bias. Data sourced by Tiingo .\n Where these figures came from\n Data sourced by Tiingo U.S. Treasury daily bill rates, for the Sharpe ratio CGBL\u2019s page, with its prospectus and fee CGBL\u2019s prospectus filing, for its expense ratio Where to next\n CGBL fund page The Strategic 60 benchmark Every benchmark at 60% stocks Every model, side by side How the benchmarks are built ETFIQ is an independent publisher of exchange-traded fund data. It is not a fund issuer, broker-dealer or investment adviser, takes no payment from issuers, and makes no recommendations.\n \n Cite this page. ETFIQ, CGBL vs the ETFIQ Strategic 60 benchmark, data as of Oct 7, 2026. https://etfiq.com/models/compare/cgbl/ Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms. The underlying files are at Open data .\n Other forms Plain ETFIQ, CGBL vs the ETFIQ Strategic 60 benchmark, data as of Oct 7, 2026. https://etfiq.com/models/compare/cgbl/ APA ETFIQ. (Oct 7, 2026). CGBL vs the ETFIQ Strategic 60 benchmark. Retrieved from https://etfiq.com/models/compare/cgbl/ Markdown [CGBL vs the ETFIQ Strategic 60 benchmark (ETFIQ, Oct 7, 2026)](https://etfiq.com/models/compare/cgbl/)","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":"Figures ETFIQ computes are free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.","citation":"ETFIQ, CGBL vs the ETFIQ Strategic 60 benchmark, data as of Oct 7, 2026. https://etfiq.com/models/compare/cgbl/"}