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

CGDV and CGGR share 38.9% of their weight across 23 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.

CGDV and CGGR

38.9%

23 shared positions

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

CGGR

Capital Group Growth ETF

Reported positions cover 100% of the fund, 88 positions · May 31, 2026

Top 10: 46.2%·Holdings of CGGR

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

CGGR vs CGDV side by side

CGDVCapital Group Dividend Value ETF

53

stock positions reported to the SEC

47.1% of its weight is in 30 names CGGR does not hold

CGGRCapital Group Growth ETF

88

stock positions reported to the SEC

52.5% of its weight is in 65 names CGDV does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
44.6%
53.8%
Consumer Cyclical
10.3%
12.7%
Healthcare
9.9%
9.2%
Industrials
8.6%
5.5%
Financial Services
4.4%
5.4%

The widest gap is Technology: CGGR has 9.3 points more of it.

The figures side by side

CGDVCGGR
Filing dateMay 31, 2026May 31, 2026
Stock positions reported5388
Weight of the ten largest38.8%46.2%
Largest positionMSFT 5.8%META 7.1%
Held alone30 positions, 47.1%65 positions, 52.5%
Covered by stock positions100%100%

Holdings they share

StockIn CGDVIn CGGRCounted
AVGOBroadcom Inc5.16%5.40%5.16%
NVDANVIDIA Corp5.66%5.16%5.16%
MSFTMicrosoft Corp5.81%4.37%4.37%
GOOGLAlphabet Inc3.59%6.42%3.59%
METAMeta Platforms Inc3.33%7.09%3.33%
CAPITAL GROUP CENTRAL CASH FUND2.02%1.98%1.98%
AMZNAmazon.com Inc1.88%2.69%1.88%
LLYEli Lilly & Co3.15%1.81%1.81%
AAPLApple Inc2.36%1.79%1.79%
TSMTaiwan Semiconductor Manufacturing Co Ltd2.16%1.48%1.48%

What each holds alone

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

Only in CGDV

AMATApplied Materials Inc3.12%
CSCOCisco Systems Inc3.02%
RTXRTX Corp2.82%
BTIBritish American Tobacco PLC2.66%
CARRCarrier Global Corp2.64%
SBUXStarbucks Corp2.26%
UNPUnion Pacific Corp2.12%
WFCWells Fargo & Co1.99%
LINLinde PLC1.95%
JPMORGAN CHASE & CO1.89%

Only in CGGR

TSLATesla Inc5.85%
MUMicron Technology Inc4.86%
VVisa Inc2.34%
TDGTransDigm Group Inc2.02%
NFLXNetflix Inc1.85%
ISRGIntuitive Surgical Inc1.68%
NETCloudflare Inc1.65%
SHOPShopify Inc1.63%
SKHYSK hynix Inc1.63%
KLACKLA Corp1.17%

Questions people ask

Is CGDV the same as CGGR?

38.9% of their weight sits in the same 23 holdings. CGDV also reports AMAT, CSCO, RTX, which the other does not. CGGR also reports TSLA, MU, V, which the other does not.

How is the overlap between CGDV and CGGR 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 CGDV and 100% of CGGR, so the number cannot exceed the smaller coverage.

Which holds more, CGGR or CGDV?

CGDV reports 53 stock positions and CGGR reports 88. 47.1% of CGDV's weight sits in names CGGR does not hold, and 52.5% of CGGR's weight in names CGDV does not hold. The ten largest positions are 38.8% of CGDV and 46.2% of CGGR.

How do CGDV and CGGR differ by sector?

The widest gap is Technology: CGGR has 9.3 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.