WTBN vs. CGBL ETF Comparison
Comparison of WisdomTree Bianco Total Return Fund (WTBN) to Capital Group Core Balanced ETF (CGBL)
WTBN
WisdomTree Bianco Total Return Fund
WTBN Description
Under normal circumstances, the fund primarily invests in the constituent exchange-traded funds ("ETF") of the index. The index, created by Bianco Research Advisors LLC, is composed of approximately 5 to 20 fixed income ETFs that are specifically selected and weighted using a modified market-capitalization weighting scheme to achieve specified factor exposures.
Grade (RS Rating)
Last Trade
$25.33
Average Daily Volume
29,240
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
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
$31.82
Average Daily Volume
359,613
Number of Holdings
*
59
* may have additional holdings in another (foreign) market
Performance
| Period | WTBN | CGBL |
|---|---|---|
| 30 Days | 0.60% | 1.53% |
| 60 Days | -1.55% | 1.99% |
| 90 Days | -0.57% | 4.09% |
| 12 Months | 23.13% |
0 Overlapping Holdings
| Symbol | Grade | Weight in WTBN | Weight in CGBL | Overlap |
|---|
WTBN Underweight 59 Positions Relative to CGBL
| Symbol | Grade | Weight | |
|---|---|---|---|
| CGCP | C | -26.19% | |
| AVGO | D | -5.19% | |
| MSFT | C | -3.26% | |
| META | D | -3.01% | |
| TSM | D | -2.46% | |
| PM | A | -2.11% | |
| BKNG | A | -2.08% | |
| VRTX | D | -2.05% | |
| LLY | D | -1.94% | |
| GOOG | C | -1.87% | |
| APO | A | -1.66% | |
| HD | B | -1.65% | |
| GILD | B | -1.58% | |
| UNH | B | -1.45% | |
| AON | A | -1.26% | |
| LHX | C | -1.2% | |
| CMCSA | C | -1.14% | |
| AAPL | A | -1.13% | |
| RCL | A | -1.11% | |
| NVDA | C | -1.05% | |
| RGLD | C | -0.93% | |
| BX | B | -0.92% | |
| MA | A | -0.9% | |
| AJG | A | -0.88% | |
| DE | B | -0.84% | |
| GM | C | -0.8% | |
| BA | F | -0.8% | |
| DFS | B | -0.78% | |
| STZ | F | -0.78% | |
| VICI | C | -0.76% | |
| MO | A | -0.75% | |
| COF | B | -0.73% | |
| JPM | B | -0.72% | |
| CAT | B | -0.69% | |
| ORCL | B | -0.69% | |
| EXR | C | -0.68% | |
| ARES | A | -0.68% | |
| ATI | D | -0.68% | |
| AMZN | B | -0.67% | |
| REGN | F | -0.64% | |
| IR | A | -0.61% | |
| SBUX | B | -0.58% | |
| ICE | D | -0.53% | |
| DHI | D | -0.52% | |
| GE | C | -0.52% | |
| TDG | D | -0.51% | |
| COP | D | -0.51% | |
| ASML | F | -0.5% | |
| DRI | B | -0.49% | |
| OWL | B | -0.48% | |
| CME | A | -0.48% | |
| WFC | A | -0.48% | |
| KKR | A | -0.45% | |
| MSTR | C | -0.42% | |
| NKE | F | -0.42% | |
| NUE | D | -0.39% | |
| LUV | C | -0.38% | |
| TMO | F | -0.38% | |
| AMAT | F | -0.32% |
WTBN: Top Represented Industries & Keywords
Industries:
Keywords:
Exchange Traded Fund
Bloomberg Barclays Us Aggregate Bond Index
Bond
ETF
U.S. Treasury
Bond Market
Bond Market Indices
Corporate Bond
Government Bonds
U.S. Government
Exchange Traded Funds
Merrill Lynch
Yield
Barclays
Bear Market ETF
Fannie Mae
Federal Home Loan Mortgage Corporation
Federal National Mortgage Association
Fixed Income
Freddie Mac
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
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