CGBL vs. LGLV ETF Comparison
Comparison of Capital Group Core Balanced ETF (CGBL) to SPDR SSGA US Large Cap Low Volatility Index ETF (LGLV)
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
$31.50
Average Daily Volume
348,161
Number of Holdings
*
59
* may have additional holdings in another (foreign) market
LGLV
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the SSGA US Large Cap Low Volatility Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the stocks of U.S. large capitalization companies that exhibit low volatility. Volatility is a statistical measurement of the magnitude of movements in a stock's price over time. The fund is non-diversified.Grade (RS Rating)
Last Trade
$174.27
Average Daily Volume
18,102
Number of Holdings
*
161
* may have additional holdings in another (foreign) market
Performance
| Period | CGBL | LGLV |
|---|---|---|
| 30 Days | -0.10% | 1.96% |
| 60 Days | 1.22% | 3.88% |
| 90 Days | 2.67% | 6.03% |
| 12 Months | 21.60% | 26.77% |
10 Overlapping Holdings
CGBL Overweight 49 Positions Relative to LGLV
| Symbol | Grade | Weight | |
|---|---|---|---|
| CGCP | D | 26.19% | |
| AVGO | D | 5.19% | |
| META | D | 3.01% | |
| TSM | B | 2.46% | |
| PM | B | 2.11% | |
| BKNG | A | 2.08% | |
| VRTX | D | 2.05% | |
| LLY | F | 1.94% | |
| GOOG | C | 1.87% | |
| APO | B | 1.66% | |
| GILD | C | 1.58% | |
| LHX | C | 1.2% | |
| AAPL | C | 1.13% | |
| RCL | A | 1.11% | |
| NVDA | B | 1.05% | |
| RGLD | C | 0.93% | |
| BX | A | 0.92% | |
| MA | B | 0.9% | |
| DE | B | 0.84% | |
| GM | C | 0.8% | |
| BA | F | 0.8% | |
| DFS | B | 0.78% | |
| STZ | D | 0.78% | |
| VICI | C | 0.76% | |
| MO | A | 0.75% | |
| COF | C | 0.73% | |
| JPM | A | 0.72% | |
| CAT | B | 0.69% | |
| EXR | C | 0.68% | |
| ARES | A | 0.68% | |
| ATI | C | 0.68% | |
| AMZN | C | 0.67% | |
| REGN | F | 0.64% | |
| IR | B | 0.61% | |
| DHI | F | 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% | |
| WFC | A | 0.48% | |
| KKR | A | 0.45% | |
| MSTR | B | 0.42% | |
| NKE | F | 0.42% | |
| NUE | C | 0.39% | |
| LUV | C | 0.38% | |
| TMO | F | 0.38% | |
| AMAT | F | 0.32% |
CGBL Underweight 151 Positions Relative to LGLV
| Symbol | Grade | Weight | |
|---|---|---|---|
| WMT | A | -1.3% | |
| CL | D | -1.23% | |
| PEP | F | -1.23% | |
| XEL | A | -1.2% | |
| LIN | C | -1.14% | |
| APD | A | -1.14% | |
| PEG | A | -1.1% | |
| DUK | C | -1.07% | |
| GIS | D | -1.07% | |
| AVB | B | -1.06% | |
| RSG | A | -1.03% | |
| EQR | C | -1.01% | |
| PSA | C | -1.01% | |
| SO | C | -1.01% | |
| VMC | B | -1.01% | |
| PG | C | -1.0% | |
| PGR | A | -0.99% | |
| JNJ | C | -0.98% | |
| WEC | A | -0.97% | |
| BRK.A | B | -0.95% | |
| EQIX | A | -0.91% | |
| ED | C | -0.91% | |
| DTE | C | -0.89% | |
| MMC | B | -0.88% | |
| WM | B | -0.87% | |
| VZ | C | -0.87% | |
| NDAQ | A | -0.86% | |
| TRV | B | -0.85% | |
| AEE | A | -0.85% | |
| MCD | D | -0.84% | |
| K | A | -0.83% | |
| BRO | B | -0.83% | |
| MSI | B | -0.81% | |
| ALL | A | -0.8% | |
| KMI | A | -0.79% | |
| BMY | B | -0.79% | |
| MKL | A | -0.77% | |
| LMT | D | -0.77% | |
| MCK | A | -0.77% | |
| AMT | C | -0.76% | |
| ADP | A | -0.75% | |
| PKG | A | -0.74% | |
| MMM | D | -0.74% | |
| FI | A | -0.73% | |
| CB | C | -0.73% | |
| GRMN | B | -0.73% | |
| COR | B | -0.73% | |
| INVH | D | -0.73% | |
| COST | A | -0.72% | |
| BDX | F | -0.72% | |
| CMS | C | -0.71% | |
| BAH | F | -0.71% | |
| GD | D | -0.71% | |
| WTW | B | -0.71% | |
| AFL | B | -0.7% | |
| T | A | -0.69% | |
| NOC | D | -0.69% | |
| EA | A | -0.69% | |
| FDS | B | -0.68% | |
| PAYX | B | -0.68% | |
| OTIS | C | -0.67% | |
| MAA | B | -0.67% | |
| TYL | B | -0.65% | |
| TJX | A | -0.65% | |
| ETN | A | -0.64% | |
| WRB | A | -0.64% | |
| V | A | -0.64% | |
| J | D | -0.63% | |
| ABT | B | -0.63% | |
| IEX | C | -0.62% | |
| HON | C | -0.61% | |
| FOXA | A | -0.61% | |
| IBM | C | -0.61% | |
| CHKP | C | -0.61% | |
| MDT | D | -0.6% | |
| FAST | B | -0.59% | |
| NI | A | -0.58% | |
| ROP | B | -0.58% | |
| VRSK | A | -0.58% | |
| PCAR | B | -0.57% | |
| AVY | F | -0.57% | |
| TXN | C | -0.57% | |
| L | A | -0.55% | |
| AME | A | -0.55% | |
| SUI | C | -0.55% | |
| WMB | A | -0.55% | |
| BR | A | -0.55% | |
| RYAN | A | -0.54% | |
| CASY | A | -0.54% | |
| AMCR | C | -0.53% | |
| CSCO | B | -0.53% | |
| GOOGL | C | -0.53% | |
| GGG | B | -0.53% | |
| ORLY | B | -0.53% | |
| ITW | B | -0.52% | |
| TSCO | D | -0.52% | |
| UDR | B | -0.52% | |
| MRK | D | -0.52% | |
| VRSN | C | -0.5% | |
| AZO | C | -0.49% | |
| UNP | C | -0.48% | |
| ELS | C | -0.48% | |
| CNA | C | -0.47% | |
| NDSN | B | -0.47% | |
| ROL | B | -0.47% | |
| HLI | A | -0.46% | |
| CHRW | B | -0.46% | |
| JKHY | D | -0.45% | |
| CPT | B | -0.45% | |
| AMH | C | -0.45% | |
| NVR | D | -0.44% | |
| ACN | B | -0.44% | |
| SCI | B | -0.43% | |
| LNG | A | -0.42% | |
| ATR | B | -0.41% | |
| YUM | D | -0.41% | |
| AIZ | A | -0.4% | |
| FTV | C | -0.4% | |
| CACI | D | -0.39% | |
| LOW | C | -0.39% | |
| DOX | D | -0.36% | |
| GL | C | -0.36% | |
| CSGP | D | -0.36% | |
| AKAM | D | -0.36% | |
| DTM | A | -0.35% | |
| ORI | A | -0.34% | |
| DCI | B | -0.33% | |
| CVX | A | -0.33% | |
| SEIC | B | -0.32% | |
| XOM | B | -0.32% | |
| CBSH | B | -0.32% | |
| GPK | C | -0.31% | |
| CHE | D | -0.3% | |
| TTC | C | -0.3% | |
| EGP | D | -0.29% | |
| ADC | A | -0.27% | |
| DLB | B | -0.25% | |
| GNTX | C | -0.25% | |
| RLI | A | -0.25% | |
| FR | D | -0.25% | |
| LSTR | D | -0.24% | |
| CDP | C | -0.24% | |
| MSA | F | -0.23% | |
| SAIC | F | -0.23% | |
| CWST | A | -0.22% | |
| SIGI | C | -0.21% | |
| DG | F | -0.2% | |
| SON | F | -0.18% | |
| MMS | F | -0.18% | |
| NEU | D | -0.14% | |
| SOLV | D | -0.09% |
CGBL: Top Represented Industries & Keywords
Industries:
Asset Management
Credit Services
Semiconductors
Aerospace & Defense
Banks - Global
Biotechnology
Drug Manufacturers - Major
Farm & Construction Equipment
Financial Data & Stock Exchanges
Insurance Brokers
Internet Content & Information
Restaurants
Semiconductor Equipment & Materials
Software - Infrastructure
Tobacco
Airlines
Auto Manufacturers
Beverages - Wineries & Distilleries
Communication Equipment
Consumer Electronics
LGLV: Top Represented Industries & Keywords
Industries:
Insurance - Property & Casualty
Business Services
Diversified Industrials
REIT - Residential
Utilities - Regulated Electric
Insurance Brokers
Packaging & Containers
Information Technology Services
Oil & Gas Midstream
Aerospace & Defense
Discount Stores
Drug Manufacturers - Major
Financial Data & Stock Exchanges
Insurance - Diversified
REIT - Industrial
Restaurants
Software - Application
Software - Infrastructure
Specialty Retail
Telecom Services
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