Compare · 2 funds side by side · dividends reinvested

CGBL and VOO

CGBLCapital Group×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,156VOO · best of the two

02 / 04

CGBL and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.4

Capital Group Core Balanced ETFUnsorted0.33%1.98%+4.5%+7.6%+16.5%[…]−7.9%10.8%$7.9B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: CGBL 2023 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

CGBL

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested · they hold 26.3% in common

CGBLMeasureVOO

+4.5%Year to dateJan 1 → Nov 5+8.4%

+7.6%1 yearTotal return+9.8%

+16.5%3 years · per year$10,000 became $15,803 · $18,224+22.1%

[…]5 years · per year$10,000 became […] · $17,156+11.4%

0.33%Expense ratio$33 · $3 a year on $10k · lower is better0.03%

1.98%Trailing 12-mo yield$198 · $110 a year on $10k1.10%

−7.9%Worst dropSmaller is better−8.9%

10.8%VolatilityLower is calmer13.5%

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

3–4VOO wins

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

More Ways to See the Pairs

CGBL vs VOO: Top 5 Holdings

Today

CGBL

48.3%in top 5

VOO

in top 528.3%

CGBLStockVOO

23.2%CGCPnot top 5

15.7%CGCBnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

2.8%MSFT5.8%

3.8%AVGOnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

2.7%GOOGnot top 5

Held in common26.3%

End-of-day Nov 5, 2026 · share of each fund

CGBL vs VOO Returns, Every Period

Capital GroupCGBL

+7.6%

past year

VOOVanguard

+9.8%

past year

CGBLVOOFaded: behind in that period

0–3VOO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: CGBL vs VOO

YTD

Capital GroupCGBL

+4.5%

VOOVanguard

+8.4%

+4.5%Year to date+8.4%

−7.9%Worst drop · 1Y−8.9%

10.8%Volatility · 1Y13.5%

2.0%Yield1.1%

$7.9BAssets$1.00T

3–1CGBL wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGBL, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

CGBL0.33%$33

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CGBL, VOO

1.98%highest, CGBL

FundTrailing yieldYield$10k

CGBL1.98%$198

VOO1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$165most kept, CGBL

CGBL$198 − $33 = $165

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CGBL, VOO

Today

26.3%most shared, CGBL and VOO

CGBLVOO

CGBL—26.3%

VOO26.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%VOO, at 13.5% volatility

CGBLWorst drop−7.9%10.8% vol

VOOWorst drop−8.9%13.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CGBLVOO

+4.5%Year to date+8.4%

2.0%Yield1.1%

+7.6%Past year+9.8%

0.33%Fee0.03%

3–1VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026