CGBL Capital Group Core Balanced ETF

Last close: 36.56
504-day return: +23.01%
Median $/day: $28.5M
Relationships shown: 16
Leader rank: #114

together opposite · bar = ρ at each lag, −10 … 0 … +10 days · holdout ρ · click a card for the full picture

Same exposure: AOM, RSSB, ITDC, ITDB, LCR move almost identically to CGBL (|ρ| ≥ 0.93). Same-day relationships for the group are listed here.

CGBL vs VIG

Both indexed to 100 at 2026-05-11.

CGBL VIG · range 98–112 · 2026-05-11 → 2026-11-06

Follows CGBL

These tend to repeat CGBL's moves later.

EP Empire Petroleum Corporation

lag 1dρ -0.24holdout -0.18stable 88%$/day $129krobust

CHW Calamos Global Dynamic Income Fund Common Stock

lag 1dρ +0.20holdout +0.21stable 88%$/day $1.1Mrobust

JEMB Janus Henderson Emerging Markets Debt Hard Currency ETF

lag 1dρ -0.21holdout -0.25stable 75%$/day $105krobust

Moves with CGBL

Same day, ranked by what's left after the market and sector factors are removed ("beyond mkt").

VIG Vanguard Dividend Appreciation ETF

ρ +0.82beyond mkt +0.39holdout +0.75stable 100%robust

AVGO Broadcom Inc. Common Stock

ρ +0.65beyond mkt +0.36holdout +0.65stable 100%robust

CGDV Capital Group Dividend Value ETF

ρ +0.90beyond mkt +0.33holdout +0.91stable 100%robust

NMAI Nuveen Multi-Asset Income Fund

ρ +0.60beyond mkt -0.12holdout +0.62stable 100%robust

WEYS Weyco Group, Inc. Common Stock

ρ +0.35beyond mkt +0.10holdout +0.28stable 100%robust

FISI Financial Institutions, Inc. Common Stock

ρ +0.44beyond mkt +0.08holdout +0.35stable 100%robust

Moves against CGBL

BTAL AGF U.S. Market Neutral Anti-Beta Fund

ρ -0.71beyond mkt -0.14holdout -0.79stable 100%robust

TAIL Cambria Tail Risk ETF

ρ -0.53beyond mkt +0.04holdout -0.38stable 100%robust

VXX iPath Series B S&P 500 VIX Short-Term Futures ETN

ρ -0.73beyond mkt -0.03holdout -0.70stable 100%robust

VIXM ProShares VIX Mid-Term Futures ETF

ρ -0.64beyond mkt -0.02holdout -0.57stable 100%robust

CAOS Alpha Architect Tail Risk ETF

ρ -0.31beyond mkt +0.01holdout -0.33stable 88%robust

Weekly, not daily

No day-to-day relationship, but 5- or 10-day returns move together.

GECC Great Elm Capital Corp. Common Stock

horizon 10dρ +0.45holdout +0.52stable 62%moderate

DBMF iMGP DBi Managed Futures Strategy ETF

horizon 5dρ +0.34holdout +0.03stable 62%moderate

Changed this quarter

Biggest shifts in same-day correlation over the last 63 trading days versus the year before.

BTA Beacon Tactical Alternatives Risk ETF

Δ -0.76recent -0.52prior +0.24beyond mkt -0.01

BWMN Bowman Consulting Group Ltd. Common Stock

Δ -0.74recent -0.20prior +0.53beyond mkt +0.04

HARD Simplify Commodities Strategy No K-1 ETF

Δ -0.65recent -0.67prior -0.02beyond mkt +0.04

HZO MarineMax, Inc.

Δ -0.56recent -0.05prior +0.50beyond mkt +0.00

MEOH Methanex Corporation Common Stock

Δ -0.54recent -0.39prior +0.15beyond mkt +0.09

E ENI S.p.A.

Δ -0.51recent -0.42prior +0.09beyond mkt +0.04

Hidden links

Strong beyond-the-market co-movement with few shared neighbours.

Symbol	beyond mkt	raw ρ	shared	isolation
AVGO Broadcom Inc. Common Stock	+0.36	+0.65	8
VIG Vanguard Dividend Appreciation ETF	+0.39	+0.82	10