CGBLvsAVMAETF Comparison
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Capital Group Core Balanced ETF (CGBL) belongs to the Multi-Asset: Moderate segment. Avantis Moderate Allocation ETF (AVMA) is part of the Multi-Asset: Other segment. CGBL's top 3 sector exposures are Technology, Finance and Industrials. In contrast, AVMA's top sector exposures are Finance, Technology and Industrials. CGBL is more expensive with a Total Expense Ratio (TER) of 0.33%, versus 0.23% for AVMA. CGBL is up 6.09% year-to-date (YTD) with +$3.28B in YTD flows. AVMA performs better with 10.38% YTD performance, and +$36M in YTD flows. Run a side-by-side ETF comparison of CGBL and AVMA 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 AVMA performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CGBL AVMA | +0.13%+0.08% | -0.17%+0.06% | +6.09%+10.38% | +6.97%+11.77% | +61.55%+60.33% | n/an/a |
| Flows | CGBL AVMA | +$263M+$4M | +$827M+$16M | +$3.28B+$36M | +$3.89B+$46M | +$7.25B+$81M | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CGBL AVMA | +8.54%+7.07% | +10.48%+9.23% | +10.92%+10.17% | n/an/a |
| Max drawdown | CGBL AVMA | -4.64%-3.21% | -7.88%-6.41% | -11.64%-11.73% | n/an/a |
| Max drawdown duration | CGBL AVMA | 75d71d | 50d50d | 116d180d | n/an/a |
Trading data
CGBL | AVMA | |
Last sale 10/28/2026 at 3:02 PM | $36.97 | $72.38 |
| Previous close 10/27/2026 | $36.97 | $72.12 |
| Consolidated volume 10/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/28/2026 at 3:02 PM
Live
Closed
CGBL | AVMA | |
|---|---|---|
| Last price | $36.97 | $72.38 |
| 1D performance | +0.00% | +0.36% |
| AuM | $7.91 B | $94.46 M |
| E/R | 0.33% | 0.23% |
Characteristics
CGBL | AVMA | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Capital Group | American Century Investments |
| Benchmark | - | - |
| N° of holdings | 76 | 1 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 26, 2023 | June 29, 2023 |
| ESG | No | No |
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Exposure
Countries
CGBL
USA
77.82%
Other
22.18%
AVMA
USA
63.42%
Other
36.58%
Sectors
CGBL
Technology
22.61%
Finance
14.49%
Industrials
10.65%
Sovereign
7.71%
Non-Energy Materi.
7.01%
Other
37.53%
AVMA
Finance
22.27%
Technology
15.72%
Industrials
8.07%
Other
53.95%
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Diversification
CGBL
Total weight of top 15 holdings out of 15
65.22%
AVMA
Total weight of top 15 holdings out of 15
98.64%
Top 15 holdings
Data as of August 31, 2026
CGBL
US14020Y1029
22.94%
US14020Y5087
15.42%
Broadcom Inc.
4.42%
Taiwan Semiconductor Manufacturing Co., Ltd.
3.00%
Alphabet, Inc.
2.64%
Microsoft Corp.
2.49%
Philip Morris International, Inc.
2.14%
Apple, Inc.
2.13%
Micron Technology, Inc.
1.98%
Capital Group Central Cash Fund
1.59%
Wheaton Precious Metals Corp.
1.45%
Royal Gold, Inc.
1.28%
Vertex Pharmaceuticals, Inc.
1.27%
Booking Holdings, Inc.
1.24%
ATI, Inc.
1.23%
AVMA
US0250728856
28.55%
US0250725621
17.67%
US0250723493
10.23%
US02507A2006
7.96%
US0250726876
7.91%
US0250727031
7.01%
US0250726041
4.46%
US0250723642
3.67%
US0250723238
2.42%
US0250728773
2.35%
US0250723725
2.10%
US0250723568
1.68%
US0250721257
0.92%
US0250721331
0.92%
US0250728021
0.78%
Frequently asked questions about CGBL and AVMA
How have the CGBL and AVMA ETFs performed in 2026?
As of October 27, 2026, CGBL is up 6.09% year-to-date (YTD), while AVMA has returned 10.38%. That puts AVMA better performer ahead so far this year.
Which ETF is attracting more investor money: CGBL or AVMA?
Year-to-date, the CGBL ETF saw +$3.28B in flows, compared to +$36M for AVMA.
Which ETF is more volatile: CGBL or AVMA?
Over the past year, CGBL had a volatility of 10.48%, while AVMA experienced 9.23%.
Which ETF is bigger: CGBL or AVMA?
As of October 27, 2026, CGBL holds $7.91 B in assets under management (AUM), while AVMA manages $94.46 M.
What sectors do the CGBL and AVMA ETFs invest in?
CGBL leans toward sectors like Technology, Finance and Industrials. Meanwhile, AVMA focuses on Finance, Technology and Industrials.
What are the top holdings of the CGBL ETF and AVMA ETF?
CGBL top holdings include US14020Y1029, US14020Y5087 and Broadcom Inc.. AVMA holds in its top three: US0250728856, US0250725621 and US0250723493.
Which ETF is more diversified: CGBL or AVMA?
CGBL holds 1857 securities with 65.22% of its assets in the top 15. AVMA has 11628 securities and a top 15 weight of 98.64%.
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