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

CGBL and CGGO share 33.1% of their weight across 34 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 CGGO

33.1%

34 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

CGGO

Capital Group Global Growth Equity ETF

Reported positions cover 100% of the fund, 105 positions · May 31, 2026

Top 10: 35.3%·Holdings of CGGO

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

CGGO vs CGBL side by side

CGBLCapital Group Core Balanced ETF

77

stock positions reported to the SEC

60.8% of its weight is in 43 names CGGO does not hold

CGGOCapital Group Global Growth Equity ETF

105

stock positions reported to the SEC

52.2% of its weight is in 71 names CGBL does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
27.1%
43.7%
Healthcare
5.1%
7.8%
Consumer Cyclical
4.4%
6.6%
Financial Services
6.4%
4.8%
Industrials
6.0%
5.1%

The widest gap is Technology: CGGO has 16.6 points more of it.

The figures side by side

CGBLCGGO
Filing dateJun 30, 2026May 31, 2026
Stock positions reported77105
Weight of the ten largest59.3%35.3%
Largest positionCAPITAL GROUP CORE PLUS INCOME ETF 23.3%TSM 6.6%
Held alone43 positions, 60.8%71 positions, 52.2%
Covered by stock positions100%100%

Holdings they share

StockIn CGBLIn CGGOCounted
AVGOBroadcom Inc4.58%3.70%3.70%
TSMTaiwan Semiconductor Manufacturing Co Ltd3.49%6.62%3.49%
GOOGLAlphabet Inc2.79%3.02%2.79%
MUMicron Technology Inc2.23%5.69%2.23%
MSFTMicrosoft Corp1.96%2.04%1.96%
NVDANVIDIA Corp1.20%1.39%1.20%
VRTXVertex Pharmaceuticals Inc1.20%1.14%1.14%
METAMeta Platforms Inc1.10%1.37%1.10%
BABoeing Co/The1.07%0.92%0.92%
INTCIntel Corp0.91%0.98%0.91%

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%
WPMWheaton Precious Metals Corp1.04%
SOSouthern Co/The0.97%
BACBank of America Corp0.96%
RGLDRoyal Gold Inc0.96%
FNVFranco-Nevada Corp0.89%
DEDeere & Co0.88%
UNPUnion Pacific Corp0.79%
GILDGilead Sciences Inc0.74%

Only in CGGO

SKHYSK hynix Inc5.32%
WDCWestern Digital Corp2.45%
SAMSUNG ELECTRONICS CO LTD2.41%
CCitigroup Inc1.42%
SIEMENS AG1.30%
3I GROUP PLC1.11%
PRUDENTIAL PLC1.05%
BBVABanco Bilbao Vizcaya Argentaria SA1.02%
AIRBUS SE1.00%
NESTLE SA1.00%

Questions people ask

Is CGBL the same as CGGO?

33.1% of their weight sits in the same 34 holdings. CGBL also reports CAPITAL GROUP CORE PLUS INCOME ETF, CAPITAL GROUP CORE BOND ETF, WPM, which the other does not. CGGO also reports SKHY, WDC, SAMSUNG ELECTRONICS CO LTD, which the other does not.

How is the overlap between CGBL and CGGO 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 CGGO, so the number cannot exceed the smaller coverage.

Which holds more, CGGO or CGBL?

CGBL reports 77 stock positions and CGGO reports 105. 60.8% of CGBL's weight sits in names CGGO does not hold, and 52.2% of CGGO's weight in names CGBL does not hold. The ten largest positions are 59.3% of CGBL and 35.3% of CGGO.

How do CGBL and CGGO differ by sector?

The widest gap is Technology: CGGO has 16.6 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.

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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.