BCKT vs CGBL
LifeX 2030 Income Bucket ETF against Capital Group Core Balanced ETF: cost, size, returns, what they hold and how much of it is the same.
Fee gap
—
same fee
1-year return gap
25.2 pts
CGBL is ahead
Larger fund
CGBL
$7.9B
Side by side
| BCKT | CGBL | |
|---|---|---|
| Fund | LifeX 2030 Income Bucket ETF | Capital Group Core Balanced ETF |
| Issuer | LifeX | Capital Group |
| Category | Allocation | Allocation |
| Expense ratio | — | 0.33% |
| Assets | — | $7.9B |
| Average daily dollar volume | $9K | $51M |
| Listed | Sep 23, 2025 | Sep 26, 2023 |
| FrenzyCap score | — | 75 |
| 1-month return | −1.3% | −1.3% |
| 3-month return | −5.7% | −4.6% |
| Year to date | −18.6% | +3.5% |
| 1-year return | −19.5% | +5.7% |
| 30-day volatility | 9.2% | 11.0% |
| Worst drawdown, 1 year | −20.1% | −7.9% |
| Trailing 12-month yield | 26.36% | 1.97% |
| Holdings | — | 82 |
| Top 10 weight | — | 58.8% |
| Look-through P/E | — | 22.9 |
| Holdings vs fair value | — | +1.8% |
| Holdings above 200-day average | — | 59% |
| Net flow, latest 3 reported months | — | +$1.0B thru Jun 2026 |
| 30-day implied volatility | — | — |
| Holdings as of | as of Nov 5, 2026issuer data |
Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.
More: full overlap table · BCKT holdings · CGBL holdings
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.