CGBL vs. PBDC ETF Comparison
Comparison of Capital Group Core Balanced ETF (CGBL) to Putnam BDC Income ETF (PBDC)
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
$31.85
Average Daily Volume
313,198
59
PBDC
Putnam BDC Income ETF
PBDC Description
Putnam BDC Income ETF is an exchange traded fund launched and managed by Putnam Investment Management, LLC. The fund is co-managed by Putnam Investments Limited. It invests in the public equity markets of the United States. The fund invests in stocks of companies operating across business development companies sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. Putnam BDC Income ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$33.40
Average Daily Volume
37,627
16
Performance
| Period | CGBL | PBDC |
|---|---|---|
| 30 Days | 2.29% | 1.00% |
| 60 Days | 6.28% | 1.00% |
| 90 Days | 7.80% | 2.87% |
| 12 Months | 25.46% | 16.87% |
0 Overlapping Holdings
| Symbol | Grade | Weight in CGBL | Weight in PBDC | Overlap |
|---|
CGBL Overweight 59 Positions Relative to PBDC
| Symbol | Grade | Weight | |
|---|---|---|---|
| CGCP | D | 26.76% | |
| AVGO | B | 5.18% | |
| MSFT | D | 3.57% | |
| META | C | 3.0% | |
| TSM | C | 2.22% | |
| LLY | F | 2.05% | |
| GOOG | B | 1.94% | |
| VRTX | B | 1.92% | |
| BKNG | B | 1.91% | |
| PM | C | 1.91% | |
| HD | C | 1.74% | |
| UNH | B | 1.67% | |
| GILD | A | 1.48% | |
| APO | B | 1.44% | |
| AON | B | 1.18% | |
| AAPL | C | 1.15% | |
| LHX | B | 1.14% | |
| CMCSA | B | 1.08% | |
| ASML | F | 1.0% | |
| RCL | A | 0.94% | |
| NVDA | A | 0.9% | |
| STZ | F | 0.9% | |
| MA | B | 0.89% | |
| RGLD | C | 0.89% | |
| AJG | C | 0.87% | |
| DE | B | 0.85% | |
| BX | B | 0.84% | |
| VICI | D | 0.79% | |
| ATI | D | 0.79% | |
| REGN | F | 0.79% | |
| EXR | D | 0.74% | |
| DFS | B | 0.73% | |
| ORCL | A | 0.72% | |
| GM | A | 0.71% | |
| CAT | A | 0.71% | |
| MO | B | 0.7% | |
| COF | B | 0.67% | |
| JPM | A | 0.67% | |
| AMZN | A | 0.66% | |
| IR | A | 0.62% | |
| DHI | D | 0.58% | |
| GE | C | 0.57% | |
| TDG | B | 0.56% | |
| ICE | D | 0.55% | |
| OWL | B | 0.52% | |
| DRI | B | 0.5% | |
| COP | D | 0.49% | |
| CME | C | 0.46% | |
| KKR | A | 0.44% | |
| TMO | D | 0.43% | |
| WFC | B | 0.42% | |
| NUE | C | 0.41% | |
| LUV | B | 0.38% | |
| AMAT | F | 0.35% | |
| SLB | D | 0.34% | |
| CHTR | B | 0.33% | |
| BA | F | 0.3% | |
| MSTR | B | 0.29% | |
| HAL | D | 0.08% |
CGBL: Top Represented Industries & Keywords
PBDC: Top Represented Industries & Keywords
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