Compare · 2 funds side by side · dividends reinvested

FFTY and CGBL

FFTYCapital Force×CGBLCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$6,053FFTY · best of the two

02 / 04

FFTY 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%$7.9B1.0

CapForce IBD 50 ETFUnsorted0.80%1.63%−17.4%−25.3%+11.9%−9.6%−34.5%35.6%$51M1.9

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: FFTY 2015 · CGBL 2023

Head to Head

Swap sides Versus in desk

Head to Head

CapForce IBD 50 ETF · $51M$6,053

FFTY

CGBL

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

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

FFTYMeasureCGBL

−17.4%Year to dateJan 1 → Nov 6+4.9%

−25.3%1 yearTotal return+7.8%

+11.9%3 years · per year$10,000 became $13,993 · $15,725+16.3%

−9.6%5 years · per year$10,000 became $6,053 · […][…]

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

1.63%Trailing 12-mo yield$163 · $197 a year on $10k1.97%

−34.5%Worst dropSmaller is better−7.9%

35.6%VolatilityLower is calmer10.8%

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

0–7CGBL wins

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

More Ways to See the Pairs

FFTY vs CGBL: Top 5 Holdings

Today

FFTY

16.0%in top 5

CGBL

in top 548.9%

FFTYStockCGBL

not top 5CGCP23.8%

not top 5CGCB16.1%

4.5%CDNAnot top 5

not top 5AVGO3.5%

3.1%RNGnot top 5

2.9%APPNnot top 5

2.8%CRWDnot top 5

2.8%SNnot top 5

not top 5MSFT2.8%

not top 5GOOG2.7%

Held in common0.8%

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

FFTY vs CGBL Returns, Every Period

Capital ForceFFTY

−25.3%

past year

CGBLCapital Group

+7.8%

past year

FFTYCGBLFaded: behind in that period

0–3CGBL wins

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

FFTY vs CGBL

YTD

Capital ForceFFTY

−17.4%

CGBLCapital Group

+4.9%

−17.4%Year to date+4.9%

−34.5%Worst drop · 1Y−7.9%

35.6%Volatility · 1Y10.8%

1.6%Yield2.0%

$50.8MAssets$7.9B

4–0CGBL wins

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

Cost, Income and Risk

Fees: FFTY, CGBL

Today

0.33%lowest, CGBL

FundExpense ratioFee$10k

CGBL0.33%$33

FFTY0.80%$80

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

Yields: FFTY, CGBL

1.97%highest, CGBL

FundTrailing yieldYield$10k

CGBL1.97%$197

FFTY1.63%$163

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

Income After Fees on $10,000

$164most kept, CGBL

CGBL$197 − $33 = $164

FFTY$163 − $80 = $83

KeptFee

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

Overlap: FFTY, CGBL

Today

0.8%most shared, FFTY and CGBL

FFTYCGBL

FFTY—0.8%

CGBL0.8%—

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

FFTYWorst drop−34.5%35.6% vol

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

Paid More vs Made More

YTD

CGBLFFTY

+4.9%Year to date−17.4%

2.0%Yield1.6%

+7.8%Past year−25.3%

0.33%Fee0.80%

4–0CGBL 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026