CGBL vs CGDV overlap - what they share and where they differ

CGBL and CGDV share 28.0% of their weight across 25 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

CGBL and CGDV

28.0%

25 shared positions

CGBL

Capital Group Core Balanced ETF

Reported positions cover 100% of the fund, 77 positions · Jun 30, 2026

Top 10: 59.3%·Holdings of CGBL

CGDV

Capital Group Dividend Value ETF

Reported positions cover 100% of the fund, 53 positions · May 31, 2026

Top 10: 38.8%·Holdings of CGDV

Reported positions cover CGBL 100%, CGDV 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

CGDV vs CGBL side by side

CGBLCapital Group Core Balanced ETF

77

stock positions reported to the SEC

70.0% of its weight is in 52 names CGDV does not hold

CGDVCapital Group Dividend Value ETF

53

stock positions reported to the SEC

39.4% of its weight is in 28 names CGBL does not hold

Where each fund's weight sits

CGBL
CGDV
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
27.1%
44.6%
Consumer Cyclical
4.4%
10.3%
Healthcare
5.1%
9.9%
Industrials
6.0%
8.6%
Financial Services
6.4%
4.4%

The widest gap is Technology: CGDV has 17.5 points more of it.

The figures side by side

CGBLCGDV
Filing dateJun 30, 2026May 31, 2026
Stock positions reported7753
Weight of the ten largest59.3%38.8%
Largest positionCAPITAL GROUP CORE PLUS INCOME ETF 23.3%MSFT 5.8%
Held alone52 positions, 70.0%28 positions, 39.4%
Covered by stock positions100%100%

Holdings they share

StockIn CGBLIn CGDVCounted
AVGOBroadcom Inc4.58%5.16%4.58%
GOOGLAlphabet Inc2.79%3.59%2.79%
TSMTaiwan Semiconductor Manufacturing Co Ltd3.49%2.16%2.16%
AAPLApple Inc2.01%2.36%2.01%
MSFTMicrosoft Corp1.96%5.81%1.96%
PMPhilip Morris International Inc2.07%1.54%1.54%
NVDANVIDIA Corp1.20%5.66%1.20%
METAMeta Platforms Inc1.10%3.33%1.10%
INTCIntel Corp0.91%1.09%0.91%
CAPITAL GROUP CENTRAL CASH FUND0.85%2.02%0.85%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in CGBL

CAPITAL GROUP CORE PLUS INCOME ETF23.28%
CAPITAL GROUP CORE BOND ETF15.64%
MUMicron Technology Inc2.23%
GEVGE Vernova Inc1.26%
ATIATI Inc1.24%
BKNGBooking Holdings Inc1.11%
KLACKLA Corp1.08%
BABoeing Co/The1.07%
WPMWheaton Precious Metals Corp1.04%
SOSouthern Co/The0.97%

Only in CGDV

AMATApplied Materials Inc3.12%
CSCOCisco Systems Inc3.02%
RTXRTX Corp2.82%
BTIBritish American Tobacco PLC2.66%
CARRCarrier Global Corp2.64%
LINLinde PLC1.95%
IPInternational Paper Co1.74%
ORCLOracle Corp1.60%
STXSeagate Technology Holdings PLC1.42%
ABBVAbbVie Inc1.35%

Questions people ask

Is CGBL the same as CGDV?

28.0% of their weight sits in the same 25 holdings. CGBL also reports CAPITAL GROUP CORE PLUS INCOME ETF, CAPITAL GROUP CORE BOND ETF, MU, which the other does not. CGDV also reports AMAT, CSCO, RTX, which the other does not.

How is the overlap between CGBL and CGDV measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of CGBL and 100% of CGDV, so the number cannot exceed the smaller coverage.

Which holds more, CGDV or CGBL?

CGBL reports 77 stock positions and CGDV reports 53. 70.0% of CGBL's weight sits in names CGDV does not hold, and 39.4% of CGDV's weight in names CGBL does not hold. The ten largest positions are 59.3% of CGBL and 38.8% of CGDV.

How do CGBL and CGDV differ by sector?

The widest gap is Technology: CGDV has 17.5 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.