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
Largest sectors for both funds
The widest gap is Technology: CGUS has 22.6 points more of it.
The figures side by side
| CGBL | CGUS | |
|---|---|---|
| Filing date | Jun 30, 2026 | May 31, 2026 |
| Stock positions reported | 77 | 65 |
| Weight of the ten largest | 59.3% | 45.1% |
| Largest position | CAPITAL GROUP CORE PLUS INCOME ETF 23.3% | NVDA 6.9% |
| Held alone | 51 positions, 69.1% | 39 positions, 37.4% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In CGBL | In CGUS | Counted |
|---|---|---|---|
| AVGOBroadcom Inc | 4.58% | 6.33% | 4.58% |
| GOOGLAlphabet Inc | 2.79% | 5.15% | 2.79% |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | 3.49% | 2.44% | 2.44% |
| AAPLApple Inc | 2.01% | 2.76% | 2.01% |
| MSFTMicrosoft Corp | 1.96% | 5.75% | 1.96% |
| NVDANVIDIA Corp | 1.20% | 6.85% | 1.20% |
| VRTXVertex Pharmaceuticals Inc | 1.20% | 1.58% | 1.20% |
| METAMeta Platforms Inc | 1.10% | 3.79% | 1.10% |
| PMPhilip Morris International Inc | 2.07% | 0.88% | 0.88% |
| CAPITAL GROUP CENTRAL CASH FUND | 0.85% | 2.89% | 0.85% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in CGBL
Only in CGUS
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.