Compare TOS and CGBL | ETF Tracker

TOS 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

Twin Oak Strategic Solutions ETFUnsorted0.36%0.00%[…][…][…][…][…][…]$138M2.0

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: TOS 2026 · CGBL 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Twin Oak Strategic Solutions ETF · $138M[…]

TOS

CGBL

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

$10,000 five years ago, dividends reinvested · they hold 5.7% in common

TOSMeasureCGBL

[…]Year to dateJan 1 → Nov 6+4.9%

[…]1 yearTotal return+7.8%

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

[…]5 years · per year[…]

0.36%Expense ratio$36 · $33 a year on $10k · lower is better0.33%

0.00%Trailing 12-mo yield$0 · $197 a year on $10k1.97%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer10.8%

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

0–2CGBL wins

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

More Ways to See the Pairs

TOS vs CGBL: Top 5 Holdings

Today

TOS

46.2%in top 5

CGBL

in top 548.9%

TOSStockCGBL

not top 5CGCP23.8%

not top 5CGCB16.1%

9.9%AMZNnot top 5

9.7%DISVnot top 5

9.3%ASMLnot top 5

9.2%NVDAnot top 5

8.2%TSMnot top 5

not top 5AVGO3.5%

not top 5MSFT2.8%

not top 5GOOG2.7%

Held in common5.7%

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

TOS vs CGBL Returns, Every Period

1Y

Twin OakTOS

[…]

past year

CGBLCapital Group

+7.8%

past year

Returns […]

TOSCGBLFaded: behind in that period

0–0Level

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

TOS vs CGBL

YTD

Twin OakTOS

[…]

CGBLCapital Group

+4.9%

[…]Year to date+4.9%

[…]Worst drop · 1Y−7.9%

[…]Volatility · 1Y10.8%

0.0%Yield2.0%

$138MAssets$7.9B

1–0CGBL wins

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

Cost, Income and Risk

Fees: TOS, CGBL

Today

0.33%lowest, CGBL

FundExpense ratioFee$10k

CGBL0.33%$33

TOS0.36%$36

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

Yields: TOS, CGBL

1Y

1.97%highest, CGBL

FundTrailing yieldYield$10k

CGBL1.97%$197

TOS0.00%$0

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

Income After Fees on $10,000

1Y

$164most kept, CGBL

CGBL$197 − $33 = $164

TOS$0 − $36 = −$36

KeptFee

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

Overlap: TOS, CGBL

Today

5.7%most shared, TOS and CGBL

TOSCGBL

TOS—5.7%

CGBL5.7%—

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

Return vs Bumpiness: 2 ETFs

1Y

+7.8%CGBL, at 10.8% volatility

CGBLWorst drop−7.9%10.8% vol

TOSWorst drop[…][…]

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

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