Compare MSSS and CGBL

MSSS 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%$7.9B1.3

Monarch Select Subsector ETFUnsorted1.42%0.19%+23.7%+25.3%[…][…]−10.2%14.0%$154M1.7

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: MSSS 2024 · CGBL 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Monarch Select Subsector ETF · $154M[…]

MSSS

CGBL

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

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

MSSSMeasureCGBL

+23.7%Year to dateJan 1 → Nov 6+4.9%

+25.3%1 yearTotal return+7.8%

[…]3 years · per year$10,000 became […] · $15,725+16.3%

[…]5 years · per year[…]

1.42%Expense ratio$142 · $33 a year on $10k · lower is better0.33%

0.19%Trailing 12-mo yield$19 · $197 a year on $10k1.97%

−10.2%Worst dropSmaller is better−7.9%

14.0%VolatilityLower is calmer10.8%

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

2–4CGBL wins

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

More Ways to See the Pairs

MSSS vs CGBL: Top 5 Holdings

Today

MSSS

51.7%in top 5

CGBL

in top 548.9%

MSSSStockCGBL

not top 5CGCP23.8%

not top 5CGCB16.1%

10.7%IHInot top 5

10.5%KBWPnot top 5

10.3%ITBnot top 5

10.1%KIEnot top 5

10.0%IHFnot 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

MSSS vs CGBL Returns, Every Period

1Y

MonarchMSSS

+25.3%

past year

CGBLCapital Group

+7.8%

past year

MSSSCGBLFaded: behind in that period

2–0MSSS wins

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

MSSS vs CGBL

YTD

MonarchMSSS

+23.7%

CGBLCapital Group

+4.9%

+23.7%Year to date+4.9%

−10.2%Worst drop · 1Y−7.9%

14.0%Volatility · 1Y10.8%

0.2%Yield2.0%

$154MAssets$7.9B

3–1CGBL wins

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

Cost, Income and Risk

Fees: MSSS, CGBL

Today

0.33%lowest, CGBL

FundExpense ratioFee$10k

CGBL0.33%$33

MSSS1.42%$142

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

Yields: MSSS, CGBL

1Y

1.97%highest, CGBL

FundTrailing yieldYield$10k

CGBL1.97%$197

MSSS0.19%$19

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

Income After Fees on $10,000

1Y

$164most kept, CGBL

CGBL$197 − $33 = $164

MSSS$19 − $142 = −$123

KeptFee

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

Overlap: MSSS, CGBL

Today

0.0%most shared, MSSS and CGBL

MSSSCGBL

MSSS—0.0%

CGBL0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+25.3%MSSS, at 14.0% volatility

CGBLWorst drop−7.9%10.8% vol

MSSSWorst drop−10.2%14.0% vol

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

Paid More vs Made More

YTD

CGBLMSSS

+4.9%Year to date+23.7%

2.0%Yield0.2%

+7.8%Past year+25.3%

0.33%Fee1.42%

2–2level

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