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Capital Group Core Balanced ETF (CGBL) belongs to the Diversified Portfolio category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with CGBL. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to CGBL

CGBL charges 0.33% annually. There are 16 ETFs in the Diversified Portfolio category with lower expense ratios, going as low as 0.10%.


Best Risk-Adjusted Alternatives to CGBL

CGBL has a PortfoliosLab risk / return rank of 57. There are 41 ETFs in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 91.


Top Performing CGBL Alternatives (YTD)

CGBL is at 7.54% YTD. There are 36 ETFs in the Diversified Portfolio category with higher YTD returns, going as high as 44.19%.


Lowest Volatility Alternatives to CGBL

CGBL has 9.60% 1-year volatility. There are 39 ETFs in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.00%.


Lowest Drawdown Alternatives to CGBL

CGBL has a 1-year max drawdown of -7.88%. There are 47 ETFs in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -2.31%.


Other ETFs from Capital Group

The 10 most viewed Capital Group ETFs shown here include CGDV, CGGR, CGDG and span 8 categories. AUM among these funds goes as high as $35B.


Often Compared With CGBL

Investors most often compare CGBL with ABALX, VBINX, FIBR. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
American Funds American Balanced Fund Class ADiversified Portfolio
82
9.47%
Jul 1975CGBL vs ABALX
Vanguard Balanced Index FundDiversified Portfolio
67
6.75%
Nov 1992CGBL vs VBINX
iShares U.S. Fixed Income Balanced Risk Systematic...Intermediate Core-Plus Bond
39
0.24%
89.25MFeb 2015CGBL vs FIBR
WisdomTree U.S. Efficient Core FundDiversified Portfolio
63
9.50%
1.34BAug 2018CGBL vs NTSX
iShares Core Moderate Allocation ETFDiversified Portfolio
67
5.23%
1.77BNov 2008CGBL vs AOM
PIMCO Global Bond Opportunities Fund (U.S. Dollar-...Global Bonds
15
-0.80%
Oct 1995CGBL vs PAIIX
Schwab U.S. Small-Cap ETFSmall Cap Blend Equities
76
20.80%
22.78BNov 2009CGBL vs SCHA
Amplify CEF High Income ETFDiversified Portfolio
39
4.37%
733.76MJun 2012CGBL vs YYY
iShares Core Growth Allocation ETFDiversified Portfolio
69
7.65%
3.65BNov 2008CGBL vs AOR
J.P. Morgan Diversified Return Emerging Markets Eq...Emerging Markets Equities
49
7.27%
390.16MJan 2015CGBL vs JPEM
Fidelity Hedged Equity ETFEquity Hedged
66
8.98%
Apr 2024CGBL vs FHEQ
VanEck Semiconductor ETFSemiconductors, Technology Equities
96
74.25%
67.82BDec 2011CGBL vs SMH
HCM Dividend Sector Plus FundLarge Cap Value Equities
41
7.10%
Mar 2015CGBL vs HCMPX
American Funds American Balanced Fund Class CDiversified Portfolio
79
9.13%
Jul 1975CGBL vs BALCX
Defined Duration 10 ETFDiversified Portfolio
69
4.93%
65.55MSep 2021CGBL vs DDX
Avantis Moderate Allocation ETFDiversified Portfolio
83
10.83%
66.74MJun 2023CGBL vs AVMA
American Funds Washington Mutual Investors Fund Cl...Large Cap Blend Equities
34
5.38%
Aug 2008CGBL vs WSHFX
American Funds American Balanced Fund® Class F-2Diversified Portfolio
83
9.55%
Aug 2008CGBL vs AMBFX
Capital Group U.S. Small and Mid Cap ETFMid Cap Blend Equities
47
11.13%
2.79BJan 2025CGBL vs CGMM
Vanguard S&P 500 ETFS&P 500
74
11.34%
1.60TSep 2010CGBL vs VOO

Compare CGBL with Any Fund or Stock

Compare CGBL with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair CGBL with funds that move differently

Capital Group Core Balanced ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CGBL.

Explore CGBL Diversifiers