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Compare CGBL vs. IVV
Compare shares and ETFs on the US stock markets that you can trade on Pearler.
Overview
When it comes to investing in the US stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the US stock exchanges are the Capital Group Core Balanced ETF (CGBL) and the iShares Core S&P 500 ETF (IVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CGBL | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 936 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $864.51 |
Average age group | N/A | 26 - 35 |
Key Summary
CGBL | IVV | |
|---|---|---|
Strategy | CGBL was created on 2023-09-26 by Capital Group . The fund's investment portfolio concentrates primarily on target outcome asset allocation. CGBL is an actively managed fund-of-funds that offers a balanced approach to total return and capital preservation. The fund employs an active asset allocation strategy to invest in equities, debts, money market instruments, and cash. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 885970.5m in AUM and 505 holdings. IVV tracks a market cap-weighted index of US large- and mid-cap stocks selected by the S&P Committee. |
Top 3 holdings | CAPITAL GROUP CORE PLUS INCOME CAP GROUP CORE PLUS INCOME (23.41 %) CAPITAL GROUP CORE BOND ETF CAP GROUP CORE BOND (15.74 %) BROADCOM INC COMMON STOCK (4.82 %) | NVIDIA CORP (7.85 %) APPLE INC (7.66 %) MICROSOFT CORP (4.44 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.33 % | 0.03 % |
Key Summary
CGBL | IVV | |
|---|---|---|
Issuer | Capital Group | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.33 % | 0.03 % |
Price | $37.24 USD | $742.46 USD |
Size | $7.162 billion | $878.895 billion |
10Y return | N/A | 241.00 % |
Annual distribution yield (5Y) | 1.94 % | 1.42 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGBL | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 936 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $864.51 |
Average age group | N/A | 26 - 35 |
Pros and Cons
CGBL | IVV | |
|---|---|---|
Pros |
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Cons |
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CGBL | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |