CGBL vs SPY overlap - what they share and where they differ
CGBL and SPY share 28.0% of their weight across 56 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 SPY
28.0%
56 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
SPY
SPY
Reported positions cover 100% of the fund, 499 positions · Jun 30, 2026
Top 10: 37.9%·Holdings of SPY
Reported positions cover CGBL 100%, SPY 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
SPY vs CGBL side by side
CGBLCapital Group Core Balanced ETF
77
stock positions reported to the SEC
52.1% of its weight is in 21 names SPY does not hold
SPY
499
stock positions reported to the SEC
49.6% of its weight is in 443 names CGBL does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Technology: SPY has 21.7 points more of it.
The figures side by side
| CGBL | SPY | |
|---|---|---|
| Filing date | Jun 30, 2026 | Jun 30, 2026 |
| Stock positions reported | 77 | 499 |
| Weight of the ten largest | 59.3% | 37.9% |
| Largest position | CAPITAL GROUP CORE PLUS INCOME ETF 23.3% | NVDA 7.5% |
| Held alone | 21 positions, 52.1% | 443 positions, 49.6% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In CGBL | In SPY | Counted |
|---|---|---|---|
| GOOGLAlphabet Inc | 2.79% | 5.84% | 2.79% |
| AVGOBroadcom Inc | 4.58% | 2.77% | 2.77% |
| MUMicron Technology Inc | 2.23% | 2.02% | 2.02% |
| AAPLApple Inc | 2.01% | 6.59% | 2.01% |
| MSFTMicrosoft Corp | 1.96% | 4.30% | 1.96% |
| NVDANVIDIA Corp | 1.20% | 7.52% | 1.20% |
| METAMeta Platforms Inc | 1.10% | 1.92% | 1.10% |
| INTCIntel Corp | 0.91% | 1.02% | 0.91% |
| VVisa Inc | 0.92% | 0.88% | 0.88% |
| AMZNAmazon.com Inc | 0.81% | 3.62% | 0.81% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in CGBL
Only in SPY
Questions people ask
Is CGBL the same as SPY?
28.0% of their weight sits in the same 56 holdings. CGBL also reports CAPITAL GROUP CORE PLUS INCOME ETF, CAPITAL GROUP CORE BOND ETF, TSM, which the other does not. SPY also reports TSLA, AMD, BRK.A, which the other does not.
How is the overlap between CGBL and SPY 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 SPY, so the number cannot exceed the smaller coverage.
Which holds more, SPY or CGBL?
CGBL reports 77 stock positions and SPY reports 499. 52.1% of CGBL's weight sits in names SPY does not hold, and 49.6% of SPY's weight in names CGBL does not hold. The ten largest positions are 59.3% of CGBL and 37.9% of SPY.
How do CGBL and SPY differ by sector?
The widest gap is Technology: SPY has 21.7 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.
Other pairs with these funds
SPY against other funds in the table
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.