Compare · 2 funds side by side · dividends reinvested

BOUT and CGBL

BOUTCapital Force×CGBLCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,987BOUT · best of the two

02 / 04

BOUT and CGBL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Core Balanced ETFUnsorted0.33%1.97%+4.9%+7.8%+16.3%[…]−7.9%10.8%$7.9B1.1

CapForce IBD Breakout Opportunities ETFUnsorted0.80%0.32%+6.7%+4.6%+10.7%+1.9%−20.8%22.4%$14M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: BOUT 2018 · CGBL 2023

Head to Head

Swap sides Versus in desk

Head to Head

CapForce IBD Breakout Opportunities ETF · $14M$10,987

BOUT

CGBL

Capital Group Core Balanced ETF · $7.9B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BOUTMeasureCGBL

+6.7%Year to dateJan 1 → Nov 6+4.9%

+4.6%1 yearTotal return+7.8%

+10.7%3 years · per year$10,000 became $13,577 · $15,725+16.3%

+1.9%5 years · per year$10,000 became $10,987 · […][…]

0.80%Expense ratio$80 · $33 a year on $10k · lower is better0.33%

0.32%Trailing 12-mo yield$32 · $197 a year on $10k1.97%

−20.8%Worst dropSmaller is better−7.9%

22.4%VolatilityLower is calmer10.8%

BOUTCGBL Winner of the row, in its colourEach row: the bigger of the two fills its side

1–6CGBL wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BOUT vs CGBL: Top 5 Holdings

Today

BOUT

36.4%in top 5

CGBL

in top 548.9%

BOUTStockCGBL

not top 5CGCP23.8%

not top 5CGCB16.1%

7.5%CROXnot top 5

7.4%COKEnot top 5

7.4%EGBNnot top 5

7.4%HASnot top 5

6.7%RNGnot top 5

not top 5AVGO3.5%

not top 5MSFT2.8%

not top 5GOOG2.7%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

BOUT vs CGBL Returns, Every Period

Capital ForceBOUT

+4.6%

past year

CGBLCapital Group

+7.8%

past year

BOUTCGBLFaded: behind in that period

1–2CGBL wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

BOUT vs CGBL

YTD

Capital ForceBOUT

+6.7%

CGBLCapital Group

+4.9%

+6.7%Year to date+4.9%

−20.8%Worst drop · 1Y−7.9%

22.4%Volatility · 1Y10.8%

0.3%Yield2.0%

$13.6MAssets$7.9B

3–1CGBL wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BOUT, CGBL

Today

0.33%lowest, CGBL

FundExpense ratioFee$10k

CGBL0.33%$33

BOUT0.80%$80

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BOUT, CGBL

1.97%highest, CGBL

FundTrailing yieldYield$10k

CGBL1.97%$197

BOUT0.32%$32

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$164most kept, CGBL

CGBL$197 − $33 = $164

BOUT$32 − $80 = −$48

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BOUT, CGBL

Today

0.0%most shared, BOUT and CGBL

BOUTCGBL

BOUT—0.0%

CGBL0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+7.8%CGBL, at 10.8% volatility

CGBLWorst drop−7.9%10.8% vol

BOUTWorst drop−20.8%22.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CGBLBOUT

+4.9%Year to date+6.7%

2.0%Yield0.3%

+7.8%Past year+4.6%

0.33%Fee0.80%

3–1CGBL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026