Overview Performance Dividends Correlations

12 Stock and 88 ETF CGBL (CAPITAL GROUP CORE BALANCED ETF SHARE CLASS) alternatives

The most close CGBL (CAPITAL GROUP CORE BALANCED ETF SHARE CLASS) alternative is company U.S. Xpress Enterprises (USX). The correlation is 1.

Stocks that highly correlated with CGBL

Symbol	Name	Market cap	Sector	Industry	Correlation
USX	U.S. Xpress Enterprises Inc - Class A	$332M	Industrials	Trucking	1.00
THRN	Thorne Healthtech Inc	$549M	N/A	N/A	1.00
SAMAU	Schultze Special Purpose Acquisition Corp II - Units (1 Ord Share Class A & 1/2 War)	$40M	N/A	N/A	1.00
PCCTU	Perception Capital Corp II - Units (1 Ord Share Class A & 1/2 War)	$74M	N/A	N/A	1.00
PCCT	Spectaire Holdings Inc - Class A	$49M	N/A	N/A	1.00
HPLT	Home Plate Acquisition Corp - Class A	$77M	N/A	N/A	1.00
HPLTU	Home Plate Acquisition Corp - Units (1 Ord Class A & 1/2 War)	$79M	N/A	N/A	1.00
CCV	Churchill Capital Corp V - Class A	$284M	N/A	N/A	1.00
BIOSU	BioPlus Acquisition Corp - Units (1 Ord Share Class A & 1/2 War)	$264M	N/A	N/A	1.00
ARTE	Artemis Strategic Investment Corp - Class A	$263M	N/A	N/A	0.99
ARGO	Argo Group International Holdings Ltd	$1.06B	N/A	N/A	0.99
PACWP	PacWest Bancorp Depositary Shares Each Representing a 140th Interest in a Share of 7.75 Fixed Rate NonCumulative Perpetual Preferred Stock Series A	$2.48B	N/A	N/A	0.94

ETFs that highly correlated with CGBL

Symbol	Name	AUM	Expense Ratio	Inception Date	Correlation
EMEM	SOPHUS CAPITAL EMERGING MARKET ETF	$61M	0.65%	May 19, 2026	1.00
ITDJ	ISHARES LIFEPATH TARGET DATE 2070 ETF	$14M	0.12%	Nov 12, 2024	0.96
AQLT	ISHARES MSCI GLOBAL QUALITY FACTOR ETF	$274M	0.20%	Dec 11, 2024	0.96
DFAW	DIMENSIONAL WORLD EQUITY ETF	$1.40B	0.24%	Sep 26, 2023	0.96
BAMA	Brookstone Active ETF	$51M	0.99%	Sep 27, 2023	0.96
KOKU	XTRACKERS MSCI KOKUSAI EQUITY ETF	$795M	0.09%	Apr 7, 2020	0.95
TOK	ISHARES MSCI KOKUSAI ETF	$249M	0.25%	Dec 10, 2007	0.95
CRBN	ISHARES LOW CARBON OPTIMIZED MSCI ACWI ETF	$1.10B	0.20%	Dec 8, 2014	0.95
ITDG	ISHARES LIFEPATH TARGET DATE 2055 ETF	$55M	0.12%	Oct 17, 2023	0.95
URTH	ISHARES MSCI WORLD ETF	$8.10B	0.24%	Jan 10, 2012	0.95
ITDI	ISHARES LIFEPATH TARGET DATE 2065 ETF	$27M	0.12%	Oct 17, 2023	0.95
ITDH	ISHARES LIFEPATH TARGET DATE 2060 ETF	$36M	0.12%	Oct 17, 2023	0.95
OCIO	CLEARSHARES OCIO ETF	$170M	0.65%	Jun 26, 2017	0.95
TJAN	Innovator Equity Defined Protection ETF 2 Yr to January 2027	$32M	0.79%	Dec 31, 2024	0.95
ITDF	ISHARES LIFEPATH TARGET DATE 2050 ETF	$83M	0.11%	Oct 17, 2023	0.95
LCR	LEUTHOLD CORE ETF	$69M	0.84%	Jan 3, 2020	0.95
CGUS	CAPITAL GROUP CORE EQUITY ETF SHARE CLASS	$11B	0.33%	Feb 22, 2022	0.95
MAVF	MATRIX ADVISORS VALUE ETF	$91M	0.75%	Jul 1, 1996	0.95
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES	$97B	0.06%	Jun 24, 2008	0.95
ACWI	ISHARES MSCI ACWI ETF	$33B	0.32%	Mar 26, 2008	0.95
DCOR	DIMENSIONAL US CORE EQUITY 1 ETF	$3.20B	0.14%	Sep 12, 2023	0.95
JHML	JOHN HANCOCK MULTIFACTOR LARGE CAP ETF	$1.20B	0.29%	Sep 28, 2015	0.95
FLCE	FRONTIER ASSET U.S. LARGE CAP EQUITY ETF	$81M	0.86%	Dec 19, 2024	0.95
ITDE	ISHARES LIFEPATH TARGET DATE 2045 ETF	$87M	0.11%	Oct 17, 2023	0.95
GLOF	ISHARES GLOBAL EQUITY FACTOR ETF	$212M	0.20%	Apr 28, 2015	0.95
VEGA	ADVISORSHARES STAR GLOBAL BUY-WRITE ETF	$89M	1.25%	Sep 17, 2012	0.95
SPGM	STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF	$1.80B	0.09%	Feb 27, 2012	0.95
DUHP	DIMENSIONAL US HIGH PROFITABILITY ETF	$12B	0.20%	Feb 23, 2022	0.94
AVSU	AVANTIS RESPONSIBLE U.S. EQUITY ETF	$476M	0.15%	Mar 15, 2022	0.94
MSSM	MORGAN STANLEY PATHWAY SMALL-MID CAP EQUITY ETF	$762M	0.62%	Nov 18, 1991	0.94
EAOA	ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF	$37M	0.18%	Jun 12, 2020	0.94
TY	Tri-Continental Corp	$2B	N/A	N/A	0.94
LEXI	ALEXIS PRACTICAL TACTICAL ETF	$184M	1.00%	Jun 30, 2021	0.94
DFAC	DIMENSIONAL U.S. CORE EQUITY 2 ETF	$47B	0.17%	Oct 4, 2007	0.94
DFSU	DIMENSIONAL US SUSTAINABILITY CORE 1 ETF	$2.20B	0.15%	Nov 1, 2022	0.94
JFLI	JPMORGAN FLEXIBLE INCOME ETF	$49M	0.35%	Feb 12, 2025	0.94
SPBX	ALLIANZIM 6 MONTH BUFFER10 ALLOCATION ETF	$58M	0.79%	Jan 7, 2025	0.94
AOA	ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF	$3.20B	0.15%	Nov 4, 2008	0.94
AVLC	AVANTIS U.S. LARGE CAP EQUITY ETF	$1.30B	0.15%	Sep 26, 2023	0.94
KDEC	Innovator U.S. Small Cap Power Buffer ETF December	$84M	0.79%	Nov 29, 2024	0.94
ZJAN	Innovator Equity Defined Protection ETF 1 Yr January	$115M	0.79%	Dec 31, 2024	0.94
CPSY	Calamos S&P 500 Structured Alt Protection ETF January	$26M	0.69%	Dec 31, 2024	0.94
MSLC	MORGAN STANLEY PATHWAY LARGE CAP EQUITY ETF	$4B	0.39%	Nov 18, 1991	0.94
DFAU	DIMENSIONAL US CORE EQUITY MARKET ETF	$12B	0.12%	Nov 17, 2020	0.94
GSPY	GOTHAM ENHANCED 500 ETF	$716M	0.50%	Dec 28, 2020	0.94
FQAL	FIDELITY QUALITY FACTOR ETF	$1.40B	0.15%	Sep 12, 2016	0.94
UDIV	FRANKLIN U.S. CORE DIVIDEND TILT INDEX ETF	$138M	0.06%	Jun 1, 2016	0.94
TILT	FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND	$2.20B	0.25%	Sep 16, 2011	0.94
FLQL	FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF	$2.10B	0.15%	Apr 26, 2017	0.94
HIDV	AB US HIGH DIVIDEND ETF	$205M	0.35%	Mar 21, 2023	0.94
TGLR	LAFFER\|TENGLER EQUITY INCOME ETF	$38M	0.95%	Aug 7, 2023	0.94
IWV	ISHARES RUSSELL 3000 ETF	$20B	0.20%	May 22, 2000	0.94
VTHR	VANGUARD RUSSELL 3000 INDEX FUND ETF SHARES	$6.10B	0.06%	Sep 20, 2010	0.94
STXD	STRIVE 1000 DIVIDEND GROWTH ETF	$67M	0.35%	Nov 9, 2022	0.94
PMJA	PGIM S&P 500 MAX BUFFER ETF - JANUARY	$5.50M	0.50%	Dec 31, 2024	0.94
SPTM	STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF	$14B	0.03%	Oct 4, 2000	0.94
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES	$2.30T	0.03%	May 24, 2001	0.94
BSTP	Innovator Buffer Step-Up Strategy ETF	$60M	0.89%	Mar 7, 2022	0.94
RFFC	ALPS ACTIVE EQUITY OPPORTUNITY ETF	$30M	0.48%	Jun 6, 2016	0.94
PSTP	Innovator Power Buffer Step-Up Strategy ETF	$132M	0.89%	Mar 7, 2022	0.94
ACVF	AMERICAN CONSERVATIVE VALUES ETF	$154M	0.75%	Oct 28, 2020	0.94
APUE	ACTIVEPASSIVE U.S. EQUITY ETF	$2.50B	0.31%	May 2, 2023	0.94
ITOT	ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	$94B	0.03%	Jan 20, 2004	0.94
SCHB	SCHWAB U.S. BROAD MARKET ETF	$43B	0.03%	Nov 3, 2009	0.94
PMMR	PGIM S&P 500 MAX BUFFER ETF - MARCH	$5.40M	0.50%	Feb 28, 2025	0.94
BJUL	Innovator U.S. Equity Buffer ETF - July	$273M	0.79%	Aug 28, 2018	0.94
KFEB	Innovator U.S. Small Cap Power Buffer ETF February	$41M	0.79%	Jan 31, 2025	0.94
GSLC	GOLDMAN SACHS ACTIVEBETA(R) U.S. LARGE CAP EQUITY ETF	$15B	0.09%	Sep 17, 2015	0.94
GUSA	GOLDMAN SACHS MARKETBETA(R) U.S. 1000 EQUITY ETF	$2.30B	0.10%	Apr 5, 2022	0.94
IWB	ISHARES RUSSELL 1000 ETF	$48B	0.15%	May 15, 2000	0.94
VONE	VANGUARD RUSSELL 1000 INDEX FUND ETF SHARES	$12B	0.06%	Sep 20, 2010	0.94
ESG	FLEXSHARES STOXX US ESG SELECT INDEX FUND	$132M	0.32%	Jul 13, 2016	0.94
FEBT	ALLIANZIM U.S. EQUITY BUFFER10 FEB ETF	$158M	0.74%	Feb 1, 2023	0.94
ITDD	ISHARES LIFEPATH TARGET DATE 2040 ETF	$102M	0.11%	Oct 17, 2023	0.94
JULT	ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF	$53M	0.74%	Jun 30, 2020	0.94
BFEB	Innovator U.S. Equity Buffer ETF - February	$253M	0.79%	Jan 31, 2020	0.94
SCHK	SCHWAB 1000 INDEX ETF	$5.70B	0.03%	Oct 11, 2017	0.94
FFEB	FT VEST U.S. EQUITY BUFFER ETF - FEBRUARY	$1.40B	0.85%	Feb 21, 2020	0.94
ACLC	AMERICAN CENTURY LARGE CAP EQUITY ETF	$303M	0.39%	Jul 15, 2020	0.94
IYY	ISHARES DOW JONES U.S. ETF	$3B	0.20%	Jun 12, 2000	0.94
QUAL	ISHARES MSCI USA QUALITY FACTOR ETF	$46B	0.15%	Jul 16, 2013	0.94
BAMO	Brookstone Opportunities ETF	$47M	1.06%	Sep 27, 2023	0.94
ZMAR	Innovator Equity Defined Protection ETF 1 Yr March	$115M	0.79%	Feb 28, 2025	0.94
PSFJ	PACER SWAN SOS FLEX (JULY) ETF	$38M	0.49%	Jun 30, 2021	0.94
AESR	Anfield U.S. Equity Sector Rotation ETF	$506M	0.97%	Dec 16, 2019	0.94
DFUS	DIMENSIONAL U.S. EQUITY MARKET ETF	$21B	0.09%	Sep 25, 2001	0.93
JUST	GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF	$555M	0.20%	Jun 7, 2018	0.93
TBFG	THE BRINSMERE FUND - GROWTH ETF	$385M	0.46%	Jan 12, 2024	0.93