CLSMvsCGBLETF Comparison
VS
Cabana Target Leading Sector Moderate ETF (CLSM) and Capital Group Core Balanced ETF (CGBL) belong to the same industry segment: Multi-Asset: Moderate. In contrast, CGBL's top sector exposures are Technology, Finance and Industrials. CLSM is more expensive with a Total Expense Ratio (TER) of 0.93%, versus 0.33% for CGBL. CLSM is up 18.33% year-to-date (YTD) with -$24M in YTD flows. CGBL performs worse with 5.49% YTD performance, and +$3.27B in YTD flows. Run a side-by-side ETF comparison of CLSM and CGBL below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
CLSM vs CGBL performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/26/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CLSM CGBL | -0.90%-0.44% | +4.44%-0.74% | +18.33%+5.49% | +16.77%+6.36% | +47.25%+59.81% | +11.51%n/a |
| Flows | CLSM CGBL | -+$255M | -$1M+$819M | -$24M+$3.27B | -$31M+$3.88B | -$44M+$7.24B | -$179M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CLSM CGBL | +13.17%+8.53% | +15.06%+10.48% | +13.42%+10.92% | +12.81%n/a |
| Max drawdown | CLSM CGBL | -3.81%-4.64% | -8.52%-7.88% | -14.57%-11.64% | -30.38%n/a |
| Max drawdown duration | CLSM CGBL | 20d74d | 47d50d | 229d116d | 1590dn/a |
Trading data
CLSM | CGBL | |
Last sale 10/27/2026 at 1:30 PM | $27.68 | $36.97 |
| Previous close 10/26/2026 | $27.48 | $36.75 |
| Consolidated volume 10/26/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Advertisement
Main metrics
Last update 10/27/2026 at 1:30 PM
Live
Closed
CLSM | CGBL | |
|---|---|---|
| Last price | $27.68 | $36.97 |
| 1D performance | +0.73% | +0.59% |
| AuM | $97.13 M | $7.85 B |
| E/R | 0.93% | 0.33% |
Characteristics
CLSM | CGBL | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Cabana ETF | Capital Group |
| Benchmark | - | - |
| N° of holdings | - | 76 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 12, 2021 | September 26, 2023 |
| ESG | No | No |
Advertisement
Exposure
Countries
CLSM
Data will be available soon
CGBL
USA
77.82%
Other
22.18%
Sectors
CLSM
Data will be available soon
CGBL
Technology
22.61%
Finance
14.49%
Industrials
10.65%
Sovereign
7.71%
Non-Energy Materi.
7.01%
Other
37.53%
Diversification
CLSM
Data will be available soon
CGBL
Total weight of top 15 holdings out of 15
65.22%
Top 15 holdings
Data as of January 1, 1970
CLSM
Data will be available soon
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%
Frequently asked questions about CLSM and CGBL
How have the CLSM and CGBL ETFs performed in 2026?
As of October 26, 2026, CLSM is up 18.33% year-to-date (YTD), while CGBL has returned 5.49%. That puts CLSM better performer ahead so far this year.
Which ETF is attracting more investor money: CLSM or CGBL?
Year-to-date, the CLSM ETF saw -$24M in flows, compared to +$3.27B for CGBL.
Which ETF is more volatile: CLSM or CGBL?
Over the past year, CLSM had a volatility of 15.06%, while CGBL experienced 10.48%.
Which ETF is bigger: CLSM or CGBL?
As of October 26, 2026, CLSM holds $97.13 M in assets under management (AUM), while CGBL manages $7.85 B.
Advertisement
Latest news about CLSM & CGBL
A Close Look at Capital Group's 5 New Active ETFs Listed on NYSE ARCA
October 26, 2023
CGBL
Advertisement
Advertisement
