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

CGBL and CGUS share 27.8% of their weight across 26 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 CGUS

27.8%

26 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

CGUS

Capital Group Core Equity ETF

Reported positions cover 100% of the fund, 65 positions · May 31, 2026

Top 10: 45.1%·Holdings of CGUS

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

CGUS vs CGBL side by side

CGBLCapital Group Core Balanced ETF

77

stock positions reported to the SEC

69.1% of its weight is in 51 names CGUS does not hold

CGUSCapital Group Core Equity ETF

65

stock positions reported to the SEC

37.4% of its weight is in 39 names CGBL does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
27.1%
49.6%
Consumer Cyclical
4.4%
10.3%
Healthcare
5.1%
8.0%
Financial Services
6.4%
7.1%
Industrials
6.0%
4.6%

The widest gap is Technology: CGUS has 22.6 points more of it.

The figures side by side

CGBLCGUS
Filing dateJun 30, 2026May 31, 2026
Stock positions reported7765
Weight of the ten largest59.3%45.1%
Largest positionCAPITAL GROUP CORE PLUS INCOME ETF 23.3%NVDA 6.9%
Held alone51 positions, 69.1%39 positions, 37.4%
Covered by stock positions100%100%

Holdings they share

StockIn CGBLIn CGUSCounted
AVGOBroadcom Inc4.58%6.33%4.58%
GOOGLAlphabet Inc2.79%5.15%2.79%
TSMTaiwan Semiconductor Manufacturing Co Ltd3.49%2.44%2.44%
AAPLApple Inc2.01%2.76%2.01%
MSFTMicrosoft Corp1.96%5.75%1.96%
NVDANVIDIA Corp1.20%6.85%1.20%
VRTXVertex Pharmaceuticals Inc1.20%1.58%1.20%
METAMeta Platforms Inc1.10%3.79%1.10%
PMPhilip Morris International Inc2.07%0.88%0.88%
CAPITAL GROUP CENTRAL CASH FUND0.85%2.89%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%
BABoeing Co/The1.07%
WPMWheaton Precious Metals Corp1.04%
SOSouthern Co/The0.97%
BACBank of America Corp0.96%

Only in CGUS

AMATApplied Materials Inc2.57%
STXSeagate Technology Holdings PLC2.11%
CSCOCisco Systems Inc1.95%
RTXRTX Corp1.95%
BTIBritish American Tobacco PLC1.87%
BLKBlackrock Inc1.56%
APHAmphenol Corp1.35%
LINLinde PLC1.34%
NFLXNetflix Inc1.30%
CARRCarrier Global Corp1.26%

Questions people ask

Is CGBL the same as CGUS?

27.8% of their weight sits in the same 26 holdings. CGBL also reports CAPITAL GROUP CORE PLUS INCOME ETF, CAPITAL GROUP CORE BOND ETF, MU, which the other does not. CGUS also reports AMAT, STX, CSCO, which the other does not.

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

Which holds more, CGUS or CGBL?

CGBL reports 77 stock positions and CGUS reports 65. 69.1% of CGBL's weight sits in names CGUS does not hold, and 37.4% of CGUS's weight in names CGBL does not hold. The ten largest positions are 59.3% of CGBL and 45.1% of CGUS.

How do CGBL and CGUS differ by sector?

The widest gap is Technology: CGUS has 22.6 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.

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.