ETFs most similar to CGBL
The funds whose holdings overlap Capital Group Core Balanced ETF the most, by weight. as of Jun 30, 2026SEC filing
By holdings overlap
| Fund | Category | Overlap with CGBL | Fee | Assets | 1Y | Yield | Compare |
|---|---|---|---|---|---|---|---|
| CGBLCapital Group Core Balanced ETF | Allocation | — | 0.33% | $7.7B | +6.2% | 1.94% | |
| CGGRCapital Group Growth ETF | Large Cap Growth | 34% | 0.39% | $26.6B | +8.7% | 0.14% | side by side |
| CGGOCapital Group Global Growth Equity ETF | Global | 30% | 0.47% | $11.9B | +13.4% | 1.01% | side by side |
| MGCVanguard Morningstar Mega Cap ETF | Large Cap Blend | 29% | 0.05% | $10.6B | +16.6% | 0.90% | side by side |
| OEIOptimized Equity Income ETF | High Dividend | 28% | 0.75% | $46M | — | 8.06% | side by side |
| TOPCiShares S&P 500 3% Capped ETF | Buffer | 28% | 0.09% | $31M | +15.0% | 1.01% | side by side |
Overlap is the sum of the smaller of the two weights across every shared holding. Try any combination in the overlap tool.
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.