CGBL vs. SFY ETF Comparison
Comparison of Capital Group Core Balanced ETF (CGBL) to SoFi Select 500 ETF (SFY)
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
Number of Holdings
*
59
* may have additional holdings in another (foreign) market
SFY
SoFi Select 500 ETF
SFY Description
The investment seeks to track the performance, before fees and expenses, of the Solactive SoFi US 500 Growth Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index. The index follows a rules-based methodology that tracks the performance of 500 of the largest U.S.-listed companies weighted based on a proprietary mix of their market capitalization and fundamental factors.Grade (RS Rating)
Last Trade
$110.95
Average Daily Volume
38,291
Number of Holdings
*
495
* may have additional holdings in another (foreign) market
Performance
| Period | CGBL | SFY |
|---|---|---|
| 30 Days | 1.05% | 4.18% |
| 60 Days | 1.48% | 7.67% |
| 90 Days | 3.06% | 8.72% |
| 12 Months | 22.06% | 38.94% |
52 Overlapping Holdings
| Symbol | Grade | Weight in CGBL | Weight in SFY | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 1.13% | 4.2% | 1.13% | |
| AJG | B | 0.88% | 0.15% | 0.15% | |
| AMAT | F | 0.32% | 0.17% | 0.17% | |
| AMZN | C | 0.67% | 4.53% | 0.67% | |
| AON | A | 1.26% | 0.13% | 0.13% | |
| APO | B | 1.66% | 0.17% | 0.17% | |
| ARES | A | 0.68% | 0.05% | 0.05% | |
| AVGO | D | 5.19% | 2.8% | 2.8% | |
| BA | F | 0.8% | 0.14% | 0.14% | |
| BKNG | A | 2.08% | 0.25% | 0.25% | |
| BX | A | 0.92% | 0.28% | 0.28% | |
| CAT | B | 0.69% | 0.24% | 0.24% | |
| CMCSA | B | 1.14% | 0.25% | 0.25% | |
| CME | A | 0.48% | 0.14% | 0.14% | |
| COF | B | 0.73% | 0.11% | 0.11% | |
| COP | C | 0.51% | 0.11% | 0.11% | |
| DE | A | 0.84% | 0.1% | 0.1% | |
| DFS | B | 0.78% | 0.08% | 0.08% | |
| DHI | D | 0.52% | 0.07% | 0.07% | |
| DRI | B | 0.49% | 0.03% | 0.03% | |
| EXR | D | 0.68% | 0.11% | 0.11% | |
| GE | D | 0.52% | 0.16% | 0.16% | |
| GILD | C | 1.58% | 0.37% | 0.37% | |
| GM | B | 0.8% | 0.08% | 0.08% | |
| HD | A | 1.65% | 0.44% | 0.44% | |
| ICE | C | 0.53% | 0.18% | 0.18% | |
| IR | B | 0.61% | 0.07% | 0.07% | |
| JPM | A | 0.72% | 1.55% | 0.72% | |
| KKR | A | 0.45% | 0.41% | 0.41% | |
| LHX | C | 1.2% | 0.11% | 0.11% | |
| LLY | F | 1.94% | 2.06% | 1.94% | |
| LUV | C | 0.38% | 0.07% | 0.07% | |
| MA | C | 0.9% | 0.67% | 0.67% | |
| META | D | 3.01% | 3.02% | 3.01% | |
| MO | A | 0.75% | 0.1% | 0.1% | |
| MSFT | F | 3.26% | 5.38% | 3.26% | |
| MSTR | C | 0.42% | 0.07% | 0.07% | |
| NKE | D | 0.42% | 0.1% | 0.1% | |
| NUE | C | 0.39% | 0.03% | 0.03% | |
| NVDA | C | 1.05% | 17.18% | 1.05% | |
| ORCL | B | 0.69% | 0.48% | 0.48% | |
| PM | B | 2.11% | 0.32% | 0.32% | |
| RCL | A | 1.11% | 0.25% | 0.25% | |
| REGN | F | 0.64% | 0.12% | 0.12% | |
| SBUX | A | 0.58% | 0.14% | 0.14% | |
| STZ | D | 0.78% | 0.05% | 0.05% | |
| TDG | D | 0.51% | 0.16% | 0.16% | |
| TMO | F | 0.38% | 0.24% | 0.24% | |
| UNH | C | 1.45% | 0.89% | 0.89% | |
| VICI | C | 0.76% | 0.06% | 0.06% | |
| VRTX | F | 2.05% | 0.4% | 0.4% | |
| WFC | A | 0.48% | 0.33% | 0.33% |
CGBL Underweight 443 Positions Relative to SFY
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOGL | C | -1.72% | |
| AMD | F | -1.44% | |
| TSLA | B | -0.96% | |
| BRK.A | B | -0.81% | |
| CRM | B | -0.8% | |
| MRK | F | -0.77% | |
| NFLX | A | -0.74% | |
| V | A | -0.73% | |
| UBER | D | -0.7% | |
| MU | D | -0.66% | |
| BAC | A | -0.61% | |
| NOW | A | -0.56% | |
| COST | B | -0.55% | |
| XOM | B | -0.54% | |
| WMT | A | -0.53% | |
| PLTR | B | -0.53% | |
| ABBV | D | -0.53% | |
| IBM | C | -0.52% | |
| PG | A | -0.51% | |
| PGR | A | -0.5% | |
| PANW | C | -0.44% | |
| JNJ | D | -0.43% | |
| GS | A | -0.43% | |
| CRWD | B | -0.42% | |
| APP | B | -0.39% | |
| DIS | B | -0.39% | |
| RTX | C | -0.38% | |
| ISRG | A | -0.38% | |
| ADBE | C | -0.37% | |
| AMGN | D | -0.36% | |
| BSX | B | -0.35% | |
| KO | D | -0.34% | |
| MS | A | -0.34% | |
| T | A | -0.34% | |
| GEV | B | -0.33% | |
| INTU | C | -0.33% | |
| PFE | D | -0.32% | |
| SPGI | C | -0.31% | |
| INTC | D | -0.31% | |
| WELL | A | -0.29% | |
| ACN | C | -0.29% | |
| AXP | A | -0.28% | |
| MCD | D | -0.28% | |
| PEP | F | -0.28% | |
| ABT | B | -0.27% | |
| LIN | D | -0.27% | |
| C | A | -0.26% | |
| CVX | A | -0.26% | |
| WDAY | B | -0.25% | |
| CSCO | B | -0.25% | |
| COIN | C | -0.25% | |
| BLK | C | -0.23% | |
| ETN | A | -0.23% | |
| NEM | D | -0.22% | |
| VZ | C | -0.22% | |
| HON | B | -0.21% | |
| FI | A | -0.21% | |
| NEE | D | -0.21% | |
| SQ | B | -0.21% | |
| CB | C | -0.21% | |
| SYK | C | -0.2% | |
| QCOM | F | -0.2% | |
| TJX | A | -0.19% | |
| ANET | C | -0.18% | |
| DDOG | A | -0.18% | |
| AMT | D | -0.18% | |
| LMT | D | -0.17% | |
| DASH | A | -0.17% | |
| MMC | B | -0.17% | |
| CI | F | -0.17% | |
| MMM | D | -0.17% | |
| HUBS | A | -0.16% | |
| TMUS | B | -0.16% | |
| TXN | C | -0.16% | |
| MCO | B | -0.16% | |
| BK | A | -0.16% | |
| MDT | D | -0.16% | |
| UNP | C | -0.16% | |
| ADP | B | -0.16% | |
| BMY | B | -0.16% | |
| CMG | B | -0.15% | |
| SCHW | B | -0.15% | |
| TTD | B | -0.15% | |
| TT | A | -0.15% | |
| LOW | D | -0.15% | |
| VRT | B | -0.14% | |
| CVS | D | -0.14% | |
| USB | A | -0.14% | |
| SNPS | B | -0.14% | |
| MSI | B | -0.13% | |
| PYPL | B | -0.13% | |
| CEG | D | -0.13% | |
| PNC | B | -0.13% | |
| EQIX | A | -0.13% | |
| PLD | D | -0.13% | |
| DHR | F | -0.13% | |
| AXON | A | -0.13% | |
| APH | A | -0.13% | |
| ALL | A | -0.13% | |
| CL | D | -0.13% | |
| ALNY | D | -0.12% | |
| WM | A | -0.12% | |
| TEAM | A | -0.12% | |
| SO | D | -0.12% | |
| DUK | C | -0.12% | |
| BDX | F | -0.12% | |
| CDNS | B | -0.12% | |
| ADSK | A | -0.12% | |
| PH | A | -0.12% | |
| ELV | F | -0.12% | |
| TRV | B | -0.12% | |
| ZTS | D | -0.12% | |
| O | D | -0.12% | |
| SLB | C | -0.11% | |
| SNOW | C | -0.11% | |
| CTAS | B | -0.11% | |
| FCX | D | -0.11% | |
| MCK | B | -0.11% | |
| NET | B | -0.11% | |
| MDLZ | F | -0.11% | |
| HLT | A | -0.1% | |
| ZS | C | -0.1% | |
| ACGL | D | -0.1% | |
| EMR | A | -0.1% | |
| ORLY | B | -0.1% | |
| DLR | B | -0.1% | |
| ADI | D | -0.1% | |
| UPS | C | -0.1% | |
| MRVL | B | -0.1% | |
| XYL | D | -0.1% | |
| ROP | B | -0.1% | |
| AMP | A | -0.1% | |
| NOC | D | -0.1% | |
| GD | F | -0.1% | |
| CARR | D | -0.1% | |
| ABNB | C | -0.1% | |
| SHW | A | -0.1% | |
| HCA | F | -0.1% | |
| LVS | C | -0.1% | |
| BKR | B | -0.09% | |
| MAR | B | -0.09% | |
| ITW | B | -0.09% | |
| PSTG | D | -0.09% | |
| LRCX | F | -0.09% | |
| FICO | B | -0.09% | |
| URI | B | -0.09% | |
| FIS | C | -0.09% | |
| KLAC | D | -0.09% | |
| PWR | A | -0.09% | |
| HWM | A | -0.09% | |
| FTNT | C | -0.09% | |
| ECL | D | -0.09% | |
| EOG | A | -0.08% | |
| FCNCA | A | -0.08% | |
| CAH | B | -0.08% | |
| WMB | A | -0.08% | |
| MET | A | -0.08% | |
| PRU | A | -0.08% | |
| OKE | A | -0.08% | |
| SPG | B | -0.08% | |
| WDC | D | -0.08% | |
| SMCI | F | -0.08% | |
| APD | A | -0.08% | |
| FSLR | F | -0.08% | |
| GWW | B | -0.07% | |
| EXC | C | -0.07% | |
| CBRE | B | -0.07% | |
| DXCM | D | -0.07% | |
| NTRS | A | -0.07% | |
| CPRT | A | -0.07% | |
| F | C | -0.07% | |
| TGT | F | -0.07% | |
| FLUT | A | -0.07% | |
| ES | D | -0.07% | |
| BAX | D | -0.07% | |
| VST | B | -0.07% | |
| GLW | B | -0.07% | |
| NSC | B | -0.07% | |
| JCI | C | -0.07% | |
| AFL | B | -0.07% | |
| PCG | A | -0.07% | |
| AZO | C | -0.07% | |
| ROST | C | -0.07% | |
| COR | B | -0.07% | |
| CSX | B | -0.07% | |
| CCL | B | -0.07% | |
| GDDY | A | -0.07% | |
| DD | D | -0.07% | |
| DKNG | B | -0.07% | |
| PODD | C | -0.07% | |
| FDX | B | -0.07% | |
| PCAR | B | -0.07% | |
| MSCI | C | -0.07% | |
| EW | C | -0.06% | |
| KR | B | -0.06% | |
| MTB | A | -0.06% | |
| TFC | A | -0.06% | |
| KMB | D | -0.06% | |
| VEEV | C | -0.06% | |
| CTVA | C | -0.06% | |
| FAST | B | -0.06% | |
| DELL | C | -0.06% | |
| DAL | C | -0.06% | |
| KMI | A | -0.06% | |
| TSN | B | -0.06% | |
| SYF | B | -0.06% | |
| WAB | B | -0.06% | |
| NDAQ | A | -0.06% | |
| PSA | D | -0.06% | |
| PAYX | C | -0.06% | |
| DOCU | A | -0.06% | |
| HES | B | -0.06% | |
| KVUE | A | -0.06% | |
| STE | F | -0.06% | |
| AEP | D | -0.06% | |
| PSX | C | -0.06% | |
| RSG | A | -0.06% | |
| STT | A | -0.06% | |
| CMI | A | -0.06% | |
| STX | D | -0.06% | |
| TRU | D | -0.06% | |
| ZM | B | -0.06% | |
| CTSH | B | -0.05% | |
| D | C | -0.05% | |
| GEHC | F | -0.05% | |
| SYY | B | -0.05% | |
| YUM | B | -0.05% | |
| OKTA | C | -0.05% | |
| AIG | B | -0.05% | |
| LYV | A | -0.05% | |
| ANSS | B | -0.05% | |
| WTW | B | -0.05% | |
| EBAY | D | -0.05% | |
| PINS | D | -0.05% | |
| DECK | A | -0.05% | |
| VRSK | A | -0.05% | |
| MLM | B | -0.05% | |
| PEG | A | -0.05% | |
| IQV | D | -0.05% | |
| HUM | C | -0.05% | |
| CINF | A | -0.05% | |
| IT | C | -0.05% | |
| TRGP | B | -0.05% | |
| MPC | D | -0.05% | |
| OTIS | C | -0.05% | |
| RMD | C | -0.05% | |
| SRE | A | -0.05% | |
| IDXX | F | -0.05% | |
| LEN | D | -0.05% | |
| FANG | D | -0.05% | |
| EA | A | -0.05% | |
| MDB | C | -0.05% | |
| KDP | D | -0.05% | |
| HIG | B | -0.05% | |
| IRM | D | -0.05% | |
| FITB | A | -0.05% | |
| GPN | B | -0.05% | |
| AME | A | -0.05% | |
| MNST | C | -0.05% | |
| SW | A | -0.04% | |
| MANH | D | -0.04% | |
| BAH | F | -0.04% | |
| EXPE | B | -0.04% | |
| PPG | F | -0.04% | |
| ROK | B | -0.04% | |
| INCY | C | -0.04% | |
| HUBB | B | -0.04% | |
| ED | D | -0.04% | |
| HPE | B | -0.04% | |
| AWK | D | -0.04% | |
| CHTR | C | -0.04% | |
| VLO | C | -0.04% | |
| DOW | F | -0.04% | |
| A | D | -0.04% | |
| CPAY | A | -0.04% | |
| AVB | B | -0.04% | |
| LPLA | A | -0.04% | |
| PTC | A | -0.04% | |
| TYL | B | -0.04% | |
| ZBH | C | -0.04% | |
| XEL | A | -0.04% | |
| GIS | D | -0.04% | |
| BR | A | -0.04% | |
| CLX | B | -0.04% | |
| HPQ | B | -0.04% | |
| GRMN | B | -0.04% | |
| ODFL | B | -0.04% | |
| ARE | D | -0.04% | |
| FTV | C | -0.04% | |
| CNC | D | -0.04% | |
| BRO | B | -0.04% | |
| VTRS | A | -0.04% | |
| CSGP | D | -0.04% | |
| HBAN | A | -0.04% | |
| UAL | A | -0.04% | |
| VMC | B | -0.04% | |
| CHD | B | -0.04% | |
| RJF | A | -0.04% | |
| FE | C | -0.04% | |
| EFX | F | -0.04% | |
| MPWR | F | -0.04% | |
| EIX | B | -0.04% | |
| EME | C | -0.04% | |
| SJM | D | -0.04% | |
| RBLX | C | -0.04% | |
| CCI | D | -0.04% | |
| AES | F | -0.03% | |
| RPRX | D | -0.03% | |
| ADM | D | -0.03% | |
| ROL | B | -0.03% | |
| MKC | D | -0.03% | |
| OMC | C | -0.03% | |
| LYB | F | -0.03% | |
| ALGN | D | -0.03% | |
| CBOE | B | -0.03% | |
| MTD | D | -0.03% | |
| ERIE | D | -0.03% | |
| SSNC | B | -0.03% | |
| CFG | B | -0.03% | |
| MCHP | D | -0.03% | |
| NVR | D | -0.03% | |
| AEE | A | -0.03% | |
| TDY | B | -0.03% | |
| LII | A | -0.03% | |
| IFF | D | -0.03% | |
| NRG | B | -0.03% | |
| CDW | F | -0.03% | |
| MKL | A | -0.03% | |
| ON | D | -0.03% | |
| ENTG | D | -0.03% | |
| BURL | A | -0.03% | |
| TWLO | A | -0.03% | |
| NTAP | C | -0.03% | |
| WRB | A | -0.03% | |
| MOH | F | -0.03% | |
| TTWO | A | -0.03% | |
| KHC | F | -0.03% | |
| PPL | B | -0.03% | |
| ETR | B | -0.03% | |
| DOV | A | -0.03% | |
| RF | A | -0.03% | |
| EG | C | -0.03% | |
| PHM | D | -0.03% | |
| ILMN | D | -0.03% | |
| KEYS | A | -0.03% | |
| SBAC | D | -0.03% | |
| VLTO | D | -0.03% | |
| INVH | D | -0.03% | |
| TROW | B | -0.03% | |
| CVNA | B | -0.03% | |
| VTR | C | -0.03% | |
| OXY | D | -0.03% | |
| HSY | F | -0.03% | |
| LNG | B | -0.03% | |
| TSCO | D | -0.03% | |
| HAL | C | -0.03% | |
| WEC | A | -0.03% | |
| EQR | B | -0.03% | |
| LDOS | C | -0.03% | |
| BMRN | D | -0.03% | |
| UDR | B | -0.02% | |
| CSL | C | -0.02% | |
| JBHT | C | -0.02% | |
| DPZ | C | -0.02% | |
| RVTY | F | -0.02% | |
| EVRG | A | -0.02% | |
| HST | C | -0.02% | |
| CTRA | B | -0.02% | |
| CAG | D | -0.02% | |
| ZBRA | B | -0.02% | |
| AVY | D | -0.02% | |
| MRO | B | -0.02% | |
| NI | A | -0.02% | |
| EPAM | C | -0.02% | |
| DLTR | F | -0.02% | |
| JKHY | D | -0.02% | |
| RS | B | -0.02% | |
| SWK | D | -0.02% | |
| LNT | A | -0.02% | |
| BLDR | D | -0.02% | |
| DGX | A | -0.02% | |
| DOC | D | -0.02% | |
| ULTA | F | -0.02% | |
| IEX | B | -0.02% | |
| MAS | D | -0.02% | |
| HOLX | D | -0.02% | |
| BALL | D | -0.02% | |
| STLD | B | -0.02% | |
| GPC | D | -0.02% | |
| DG | F | -0.02% | |
| OC | A | -0.02% | |
| PNR | A | -0.02% | |
| AKAM | D | -0.02% | |
| WY | D | -0.02% | |
| BBY | D | -0.02% | |
| EXAS | D | -0.02% | |
| PFG | D | -0.02% | |
| VRSN | F | -0.02% | |
| IP | B | -0.02% | |
| DTE | C | -0.02% | |
| CMS | C | -0.02% | |
| RPM | A | -0.02% | |
| EQT | B | -0.02% | |
| CNP | B | -0.02% | |
| WBD | C | -0.02% | |
| EL | F | -0.02% | |
| ESS | B | -0.02% | |
| DVN | F | -0.02% | |
| ATO | A | -0.02% | |
| WSO | A | -0.02% | |
| MAA | B | -0.02% | |
| KIM | A | -0.02% | |
| LH | C | -0.02% | |
| WAT | B | -0.02% | |
| TER | D | -0.02% | |
| PKG | A | -0.02% | |
| WSM | B | -0.02% | |
| WST | C | -0.02% | |
| GEN | B | -0.02% | |
| TXT | D | -0.02% | |
| SUI | D | -0.02% | |
| K | A | -0.02% | |
| J | F | -0.02% | |
| KEY | B | -0.02% | |
| BIIB | F | -0.02% | |
| SNA | A | -0.02% | |
| FDS | B | -0.02% | |
| ENPH | F | -0.01% | |
| MRNA | F | -0.01% | |
| ALB | C | -0.01% | |
| CE | F | -0.01% | |
| TFX | F | -0.01% | |
| KMX | B | -0.01% | |
| EMN | D | -0.01% | |
| CF | B | -0.01% | |
| BG | F | -0.01% | |
| SOLV | C | -0.01% | |
| LW | C | -0.01% | |
| EXPD | D | -0.01% | |
| SNAP | C | -0.01% | |
| WPC | D | -0.01% | |
| SWKS | F | -0.01% | |
| SCCO | F | -0.0% |
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
SFY: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Utilities - Regulated Electric
Business Services
Diagnostics & Research
Semiconductors
Asset Management
Banks - Regional - US
Specialty Retail
Capital Markets
Drug Manufacturers - Major
Oil & Gas E&P
Aerospace & Defense
Medical Devices
Medical Instruments & Supplies
Software - Infrastructure
Specialty Chemicals
Biotechnology
Credit Services
Health Care Plans
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