CGBL vs. IXJ ETF Comparison
Comparison of Capital Group Core Balanced ETF (CGBL) to iShares Global Healthcare ETF (IXJ)
CGBL
Capital Group Core Balanced ETF
CGBL Description
In seeking to pursue its investment objective, the fund varies its mix of direct or indirect exposure to equity securities, debt securities and money market instruments and cash. Under normal market conditions, the fund"s investment adviser will maintain the following investment mix: 50%-75% in equity securities, at least 25% in debt securities, and the remainder of the fund"s assets (if any) in money market instruments and cash. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$31.62
Average Daily Volume
356,646
59
IXJ
iShares Global Healthcare ETF
IXJ Description
The investment seeks to track the investment results of an index composed of global equities in the healthcare sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P Global 1200 Healthcare Sector IndexTM (the "underlying index"), which measures the performance of companies that S&P Dow Jones Indices LLC ("S&P"), deems to be a part of the healthcare sector of the economy and that S&P believes are important to global markets. The fund is non-diversified.Grade (RS Rating)
Last Trade
$90.41
Average Daily Volume
132,450
63
Performance
| Period | CGBL | IXJ |
|---|---|---|
| 30 Days | 1.05% | -5.50% |
| 60 Days | 1.48% | -8.05% |
| 90 Days | 3.06% | -9.84% |
| 12 Months | 22.06% | 10.11% |
CGBL Overweight 53 Positions Relative to IXJ
| Symbol | Grade | Weight | |
|---|---|---|---|
| CGCP | D | 26.19% | |
| AVGO | D | 5.19% | |
| MSFT | F | 3.26% | |
| META | D | 3.01% | |
| TSM | B | 2.46% | |
| PM | B | 2.11% | |
| BKNG | A | 2.08% | |
| GOOG | C | 1.87% | |
| APO | B | 1.66% | |
| HD | A | 1.65% | |
| AON | A | 1.26% | |
| LHX | C | 1.2% | |
| CMCSA | B | 1.14% | |
| AAPL | C | 1.13% | |
| RCL | A | 1.11% | |
| NVDA | C | 1.05% | |
| RGLD | C | 0.93% | |
| BX | A | 0.92% | |
| MA | C | 0.9% | |
| AJG | B | 0.88% | |
| DE | A | 0.84% | |
| GM | B | 0.8% | |
| BA | F | 0.8% | |
| DFS | B | 0.78% | |
| STZ | D | 0.78% | |
| VICI | C | 0.76% | |
| MO | A | 0.75% | |
| COF | B | 0.73% | |
| JPM | A | 0.72% | |
| CAT | B | 0.69% | |
| ORCL | B | 0.69% | |
| EXR | D | 0.68% | |
| ARES | A | 0.68% | |
| ATI | D | 0.68% | |
| AMZN | C | 0.67% | |
| IR | B | 0.61% | |
| SBUX | A | 0.58% | |
| ICE | C | 0.53% | |
| DHI | D | 0.52% | |
| GE | D | 0.52% | |
| TDG | D | 0.51% | |
| COP | C | 0.51% | |
| ASML | F | 0.5% | |
| DRI | B | 0.49% | |
| OWL | A | 0.48% | |
| CME | A | 0.48% | |
| WFC | A | 0.48% | |
| KKR | A | 0.45% | |
| MSTR | C | 0.42% | |
| NKE | D | 0.42% | |
| NUE | C | 0.39% | |
| LUV | C | 0.38% | |
| AMAT | F | 0.32% |
CGBL Underweight 57 Positions Relative to IXJ
| Symbol | Grade | Weight | |
|---|---|---|---|
| JNJ | D | -4.7% | |
| ABBV | D | -4.08% | |
| MRK | F | -3.39% | |
| ABT | B | -2.72% | |
| ISRG | A | -2.59% | |
| AMGN | D | -2.16% | |
| DHR | F | -2.09% | |
| PFE | D | -2.02% | |
| SYK | C | -1.79% | |
| BSX | B | -1.75% | |
| BMY | B | -1.63% | |
| MDT | D | -1.5% | |
| ELV | F | -1.28% | |
| CI | F | -1.23% | |
| ZTS | D | -1.09% | |
| MCK | B | -1.08% | |
| CVS | D | -0.94% | |
| BDX | F | -0.89% | |
| HCA | F | -0.87% | |
| COR | B | -0.58% | |
| EW | C | -0.54% | |
| GEHC | F | -0.52% | |
| A | D | -0.52% | |
| IDXX | F | -0.48% | |
| IQV | D | -0.48% | |
| HUM | C | -0.47% | |
| RMD | C | -0.46% | |
| CNC | D | -0.42% | |
| CAH | B | -0.41% | |
| DXCM | D | -0.41% | |
| MTD | D | -0.36% | |
| BIIB | F | -0.34% | |
| WST | C | -0.33% | |
| WAT | B | -0.31% | |
| STE | F | -0.3% | |
| ZBH | C | -0.3% | |
| LH | C | -0.27% | |
| COO | D | -0.27% | |
| MOH | F | -0.25% | |
| PODD | C | -0.25% | |
| DGX | A | -0.24% | |
| HOLX | D | -0.24% | |
| ALGN | D | -0.22% | |
| BAX | D | -0.22% | |
| VTRS | A | -0.22% | |
| RVTY | F | -0.2% | |
| INCY | C | -0.17% | |
| TECH | D | -0.16% | |
| UHS | D | -0.16% | |
| CTLT | B | -0.15% | |
| CRL | C | -0.15% | |
| TFX | F | -0.13% | |
| SOLV | C | -0.13% | |
| HSIC | B | -0.12% | |
| MRNA | F | -0.12% | |
| DVA | B | -0.1% | |
| MBAVU | D | -0.05% |
CGBL: Top Represented Industries & Keywords
IXJ: Top Represented Industries & Keywords
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