CGBL Among Its Peers
End-of-day Nov 12, 2026 · 1 ETFs by YTD
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| Returns | Today | 1W | 1M | 3M | YTD | 1Y | 3Y | 5Y | Max |
|---|---|---|---|---|---|---|---|---|---|
| Total return | −0.5% | +1.7% | +0.6% | −3.0% | +6.3% | +8.1% | +55.1% | — | +56.9% |
| S&P 500 · VOO | −0.3% | +3.3% | −1.6% | −2.2% | +11.9% | +12.1% | +80.1% | +73.9% | — |
$231 of every $1,000 in CGBL is Capital
| # | ||||||
|---|---|---|---|---|---|---|
| 1 | CGCPCapital Group Core Plus Income CAP Group Core Plus Income | Financial Services | 23.08% | $2,308.44 | 87.0M | $1.87B |
| 2 | CGCBCapital Group Core Bond ETF CAP Group Core Bond | Financial Services | 15.59% | $1,559.29 | 49.8M | $1.26B |
| 3 | AVGOBroadcom | Technology | 4.07% | $406.72 | 954K | $329.2M |
| 4 | TSMTaiwan Semiconductor | Technology | 2.76% | $275.58 | 540K | $223.1M |
| 5 | GOOGAlphabet 001 | Communication Services | 2.72% | $271.85 | 757K | $220.1M |
| 6 | MSFTMicrosoft 00000625 | Technology | 2.66% | $265.73 | 413K | $215.1M |
| 7 | AAPLApple 00001 | Technology | 2.55% | $255.36 | 582K | $206.7M |
| 8 | PMPhilip Morris International | Consumer Defensive | 2.31% | $231.26 | 953K | $187.2M |
| 9 | —Capital Group Central Cash FUN Capital Group Cntrl CSH M | — | 1.94% | $194.13 | 0 | $157.1M |
| 10 | RGLDRoyal Gold 01 | Basic Materials | 1.33% | $132.96 | 400K | $107.6M |
| 11 | VRTXVertex Pharmaceuticals 01 | Healthcare | 1.26% | $125.63 | 186K | $101.7M |
| 12 | WPM.TOWheaton Precious Metals | Basic Materials | 1.24% | $123.96 | 740K | $100.3M |
| 13 | VVisa Shares 0001 | Financial Services | 1.20% | $120.18 | 229K | $97.3M |
| 14 | METAMETA Platforms 000006 | Communication Services | 1.18% | $117.59 | 151K | $95.2M |
| 15 | SOSouthern /the Usd5.0 | Utilities | 1.17% | $116.84 | 1.0M | $94.6M |
CGBL has no close peers in our data yet: […]
No peers with a full year of prices to rank against yet.
| # | Ticker | Company | Weight ▼ |
|---|---|---|---|
| 1 | CGCP | Capital Group Core Plus Income CAP Group Core Plus Income | 23.08% |
| 2 | CGCB | Capital Group Core Bond ETF CAP Group Core Bond | 15.59% |
| 3 | AVGO | Broadcom | 4.07% |
| 4 | TSM | Taiwan Semiconductor SP | 2.76% |
| 5 | GOOG | Alphabet 001 | 2.72% |
| 6 | MSFT | Microsoft 00000625 | 2.66% |
| 7 | AAPL | Apple 00001 | 2.55% |
| 8 | PM | Philip Morris International | 2.31% |
| 9 | RGLD | Royal Gold 01 | 1.33% |
| 10 | VRTX | Vertex Pharmaceuticals 01 | 1.26% |
| Fund | Sharpe | Sortino | Volatility | Max DD | Beta | Fee / $10k |
|---|---|---|---|---|---|---|
| CGBL | 0.52 | 0.75 | 10.9% | −7.9% | 0.74 | $33 |
Estimated yearly cost excludes trading costs and assumes constant assets.
| Ex-date | Paid | Per share |
|---|---|---|
| Sep 30, 2026 | Oct 1, 2026 | $0.21 |
| Jun 30, 2026 | Jul 1, 2026 | $0.16 |
| Mar 31, 2026 | Apr 1, 2026 | $0.13 |
| Dec 26, 2025 | Dec 29, 2025 | $0.23 |
| Sep 30, 2025 | Oct 1, 2025 | $0.19 |
| Jun 30, 2025 | Jul 1, 2025 | $0.16 |
| Mar 31, 2025 | Apr 1, 2025 | $0.12 |
| Dec 26, 2024 | Dec 27, 2024 | $0.21 |
| Sep 30, 2024 | Oct 1, 2024 | $0.15 |
| Jun 28, 2024 | Jul 1, 2024 | $0.14 |
| Mar 28, 2024 | Apr 2, 2024 | $0.11 |
| Dec 27, 2023 | Dec 29, 2023 | $0.13 |