ETF PROAI

CGBLvsDYNF

CAPITAL GROUP CORE BALANCED ETF against BLACKROCK US EQUITY FACTOR ROTATION ETF — the fee, the flows, the book, and a year head-to-head.

One year, growth of $100
CGBL 107DYNF 118Oct 25Sep 26GROWTH OF $100
Head to head
CGBLDYNF
Expense ratio——
Assets$815M$41.8B
Net flow, 1 month—+$643M
Net flow, 1 year—+$9.4B
Return, YTD+6.1%+15.1%
Return, 1 year+7.4%+18.1%
Avg daily volume1.3M2.4M
Holdings072
ListedMar 7, 2024Feb 8, 2024
Options marketNoYes

MARKED CELLS LEAD ON THAT LINE · LOWER FEE, LARGER ASSETS, STRONGER FLOWS & RETURNS

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.