ETF PROAI

CGBLvsSCHB

CAPITAL GROUP CORE BALANCED ETF against Schwab U.S. Broad Market ETF — the fee, the flows, the book, and a year head-to-head.

One year, growth of $100
CGBL 107SCHB 115Oct 25Sep 26GROWTH OF $100
Head to head
CGBLSCHB
Expense ratio—0.030%
Assets$815M$30.7B
Net flow, 1 month——
Net flow, 1 year——
Return, YTD+6.1%+12.9%
Return, 1 year+7.4%+14.6%
Avg daily volume1.3M9.2M
Holdings02424
ListedMar 7, 2024Nov 3, 2009
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.