Compare TCAF and CGBL

TCAF and CGBL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.44%+13.1%+14.3%+20.4%[…]−10.8%13.2%$7.9B1.4

Capital Group Core Balanced ETFUnsorted0.33%1.94%+6.6%+9.9%+16.3%[…]−7.9%11.0%$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 9, 2026 · returns include dividends · since: TCAF 2023 · CGBL 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

T. Rowe Capital Appreciation Equity ETF · $7.9B[…]

TCAF

CGBL

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

$10,000 five years ago, dividends reinvested · they hold 7.9% in common

TCAFMeasureCGBL

+13.1%Year to dateJan 1 → Nov 9+6.6%

+14.3%1 yearTotal return+9.9%

+20.4%3 years · per year$10,000 became $17,456 · $15,735+16.3%

[…]5 years · per year[…]

0.31%Expense ratio$31 · $33 a year on $10k · lower is better0.33%

0.44%Trailing 12-mo yield$44 · $194 a year on $10k1.94%

−10.8%Worst dropSmaller is better−7.9%

13.2%VolatilityLower is calmer11.0%

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

4–3TCAF wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TCAF vs CGBL: Top 5 Holdings

Today

TCAF

26.4%in top 5

CGBL

in top 548.7%

TCAFStockCGBL

not top 5CGCP23.7%

not top 5CGCB16.0%

7.5%MSFT.NEnot top 5

5.7%AMZN.NEnot top 5

5.1%NVDA.NEnot top 5

5.1%AAPL.MXnot top 5

not top 5AVGO3.5%

3.0%CNPnot top 5

not top 5MSFT2.8%

not top 5GOOG2.7%

Held in common7.9%

End-of-day Nov 9, 2026 · share of each fund

TCAF vs CGBL Returns, Every Period

1Y

T. Rowe PriceTCAF

+14.3%

past year

CGBLCapital Group

+9.9%

past year

TCAFCGBLFaded: behind in that period

3–0TCAF wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

TCAF vs CGBL

YTD

T. Rowe PriceTCAF

+13.1%

CGBLCapital Group

+6.6%

+13.1%Year to date+6.6%

−10.8%Worst drop · 1Y−7.9%

13.2%Volatility · 1Y11.0%

0.4%Yield1.9%

$7.9BAssets$7.9B

3–1CGBL wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TCAF, CGBL

Today

0.31%lowest, TCAF

FundExpense ratioFee$10k

TCAF0.31%$31

CGBL0.33%$33

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: TCAF, CGBL

1Y

1.94%highest, CGBL

FundTrailing yieldYield$10k

CGBL1.94%$194

TCAF0.44%$44

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$161most kept, CGBL

CGBL$194 − $33 = $161

TCAF$44 − $31 = $13

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: TCAF, CGBL

Today

7.9%most shared, TCAF and CGBL

TCAFCGBL

TCAF—7.9%

CGBL7.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+14.3%TCAF, at 13.2% volatility

CGBLWorst drop−7.9%11.0% vol

TCAFWorst drop−10.8%13.2% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CGBLTCAF

+6.6%Year to date+13.1%

1.9%Yield0.4%

+9.9%Past year+14.3%

0.33%Fee0.31%

3–1TCAF wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026