CGBLvsAORETF Comparison
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Capital Group Core Balanced ETF (CGBL) and iShares Core 60/40 Balanced Allocation ETF (AOR) belong to the same industry segment: Multi-Asset: Moderate. CGBL's top 3 sector exposures are Technology, Finance and Industrials. In contrast, AOR's top sector exposures are Technology, Sovereign and Finance. CGBL is more expensive with a Total Expense Ratio (TER) of 0.33%, versus 0.2% for AOR. CGBL is up 6.93% year-to-date (YTD) with +$2.94B in YTD flows. AOR performs better with 7.45% YTD performance, and +$403M in YTD flows. Run a side-by-side ETF comparison of CGBL and AOR below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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CGBL vs AOR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/10/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CGBL AOR | -2.20%-1.35% | +2.60%+2.47% | +6.93%+7.45% | +10.05%+11.43% | n/a+46.88% | n/a+37.14% |
| Flows | CGBL AOR | +$343M+$63M | +$1.00B+$125M | +$2.94B+$403M | +$3.94B+$730M | -+$1.10B | -+$1.22B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CGBL AOR | +9.72%+8.96% | +10.48%+9.25% | n/a+9.43% | n/a+10.51% |
| Max drawdown | CGBL AOR | -2.95%-2.41% | -7.88%-6.66% | n/a-9.78% | n/a-21.61% |
| Max drawdown duration | CGBL AOR | 34d49d | 50d50d | n/a85d | n/a843d |
Trading data
CGBL | AOR | |
Last sale 9/11/2026 at 1:30 PM | $37.63 | $69.36 |
| Previous close 09/10/2026 | $37.47 | $69.00 |
| Consolidated volume 09/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
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CGBL
is actively managed and doesn’t replicate an indexCGBL | AOR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/11/2026 at 1:30 PM
Live
Closed
CGBL | AOR | |
|---|---|---|
| Last price | $37.63 | $69.36 |
| 1D performance | +0.43% | +0.52% |
| AuM | $7.67 B | $3.74 B |
| E/R | 0.33% | 0.2% |
Characteristics
CGBL | AOR | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Capital Group | iShares |
| Benchmark | - | S&P Target Risk Growth Index |
| N° of holdings | 1103 | 30934 |
| Asset class | - | Alternative |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 26, 2023 | November 4, 2008 |
| ESG | No | No |
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Exposure
Countries
CGBL
USA
78.21%
Other
21.79%
AOR
USA
60.94%
Other
39.06%
Sectors
CGBL
Technology
22.71%
Finance
14.77%
Industrials
11.33%
Sovereign
8.88%
Other
42.31%
AOR
Technology
21.04%
Sovereign
17.96%
Finance
17.84%
Industrials
8.53%
Other
34.64%
Diversification
CGBL
Total weight of top 15 holdings out of 15
30.93%
AOR
Total weight of top 15 holdings out of 15
16.52%
Top 15 holdings
Data as of July 31, 2026
CGBL
Broadcom Inc.
4.75%
Capital Group Central Cash Fund
4.12%
Taiwan Semiconductor Manufacturing Co., Ltd.
2.91%
Alphabet, Inc.
2.68%
Apple, Inc.
2.32%
Microsoft Corp.
2.28%
Philip Morris International, Inc.
2.22%
Micron Technology, Inc.
1.91%
Booking Holdings, Inc.
1.21%
Vertex Pharmaceuticals, Inc.
1.15%
The Boeing Co.
1.12%
ATI, Inc.
1.07%
Wheaton Precious Metals Corp.
1.07%
USA, Bonds 5% 15may2046, USD
1.07%
Bank of America Corp.
1.05%
AOR
Apple, Inc.
2.64%
NVIDIA Corp.
2.54%
Microsoft Corp.
1.80%
BlackRock Liquidity TempCash
1.43%
Amazon.com, Inc.
1.24%
Alphabet, Inc.
1.05%
Broadcom Inc.
0.99%
Alphabet, Inc.
0.85%
Taiwan Semiconductor Manufacturing Co., Ltd.
0.84%
Meta Platforms, Inc.
0.64%
Micron Technology, Inc.
0.53%
JPMorgan Chase & Co.
0.51%
Berkshire Hathaway, Inc.
0.50%
Eli Lilly & Co.
0.49%
Tesla, Inc.
0.47%
Frequently asked questions about CGBL and AOR
How have the CGBL and AOR ETFs performed in 2026?
As of September 10, 2026, CGBL is up 6.93% year-to-date (YTD), while AOR has returned 7.45%. That puts AOR better performer ahead so far this year.
Which ETF is attracting more investor money: CGBL or AOR?
Year-to-date, the CGBL ETF saw +$2.94B in flows, compared to +$403M for AOR.
Which ETF is more volatile: CGBL or AOR?
Over the past year, CGBL had a volatility of 10.48%, while AOR experienced 9.25%.
Which ETF is bigger: CGBL or AOR?
As of September 10, 2026, CGBL holds $7.67 B in assets under management (AUM), while AOR manages $3.74 B.
What sectors do the CGBL and AOR ETFs invest in?
CGBL leans toward sectors like Technology, Finance and Industrials. Meanwhile, AOR focuses on Technology, Sovereign and Finance.
What are the top holdings of the CGBL ETF and AOR ETF?
CGBL top holdings include Broadcom Inc., Capital Group Central Cash Fund and Taiwan Semiconductor Manufacturing Co., Ltd.. AOR holds in its top three: Apple, Inc., NVIDIA Corp. and Microsoft Corp..
Which ETF is more diversified: CGBL or AOR?
CGBL holds 1862 securities with 30.93% of its assets in the top 15. AOR has 32780 securities and a top 15 weight of 16.52%.
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