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

CGDV and VV share 38.3% of their weight across 47 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 VV

38.3%

47 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

VV

VANGUARD LARGE-CAP INDEX FUND

Reported positions cover 100% of the fund, 426 positions · Jun 30, 2026

Top 10: 38.3%·Holdings of VV

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

VV vs CGDV side by side

CGDVCapital Group Dividend Value ETF

53

stock positions reported to the SEC

10.0% of its weight is in 6 names VV does not hold

VVVANGUARD LARGE-CAP INDEX FUND

426

stock positions reported to the SEC

51.3% of its weight is in 379 names CGDV does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
44.6%
49.3%
Consumer Cyclical
10.3%
9.7%
Healthcare
9.9%
9.2%
Financial Services
4.4%
9.7%
Industrials
8.6%
4.0%

The widest gap is Financial Services: VV has 5.4 points more of it.

The figures side by side

CGDVVV
Filing dateMay 31, 2026Jun 30, 2026
Stock positions reported53426
Weight of the ten largest38.8%38.3%
Largest positionMSFT 5.8%NVDA 7.3%
Held alone6 positions, 10.0%379 positions, 51.3%
Covered by stock positions100%100%

Holdings they share

StockIn CGDVIn VVCounted
NVDANVIDIA Corp5.66%7.28%5.66%
MSFTMicrosoft Corp5.81%4.38%4.38%
GOOGLAlphabet Inc3.59%5.92%3.59%
AVGOBroadcom Inc5.16%2.83%2.83%
AAPLApple Inc2.36%6.72%2.36%
METAMeta Platforms Inc3.33%1.96%1.96%
AMZNAmazon.com Inc1.88%3.65%1.88%
LLYEli Lilly & Co3.15%1.61%1.61%
JPMORGAN CHASE & CO1.89%1.29%1.29%
AMATApplied Materials Inc3.12%0.91%0.91%

What each holds alone

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

Only in CGDV

BTIBritish American Tobacco PLC2.66%
TSMTaiwan Semiconductor Manufacturing Co Ltd2.16%
CAPITAL GROUP CENTRAL CASH FUND2.02%
TRPTC Energy Corp1.33%
SWSmurfit Westrock PLC1.03%
CNQCanadian Natural Resources Ltd0.82%

Only in VV

MUMicron Technology Inc2.06%
TSLATesla Inc1.87%
AMDAdvanced Micro Devices Inc1.50%
BRK.ABerkshire Hathaway Inc1.47%
JNJJohnson & Johnson0.97%
LRCXLam Research Corp0.86%
VVisa Inc0.83%
WMTWalmart Inc0.79%
CATCaterpillar Inc0.78%
COSTCostco Wholesale Corp0.66%

Questions people ask

Is CGDV the same as VV?

38.3% of their weight sits in the same 47 holdings. CGDV also reports BTI, TSM, CAPITAL GROUP CENTRAL CASH FUND, which the other does not. VV also reports MU, TSLA, AMD, which the other does not.

How is the overlap between CGDV and VV 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 VV, so the number cannot exceed the smaller coverage.

Which holds more, VV or CGDV?

CGDV reports 53 stock positions and VV reports 426. 10.0% of CGDV's weight sits in names VV does not hold, and 51.3% of VV's weight in names CGDV does not hold. The ten largest positions are 38.8% of CGDV and 38.3% of VV.

How do CGDV and VV differ by sector?

The widest gap is Financial Services: VV has 5.4 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

VV 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.