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

CGDV and XLG share 38.3% of their weight across 20 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 XLG

38.3%

20 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

XLG

Invesco S&P 500 Top 50 ETF

Reported positions cover 100% of the fund, 50 positions · Apr 30, 2026

Top 10: 65.6%·Holdings of XLG

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

XLG vs CGDV side by side

CGDVCapital Group Dividend Value ETF

53

stock positions reported to the SEC

50.4% of its weight is in 33 names XLG does not hold

XLGInvesco S&P 500 Top 50 ETF

50

stock positions reported to the SEC

30.6% of its weight is in 30 names CGDV does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
44.6%
59.2%
Consumer Cyclical
10.3%
12.0%
Healthcare
9.9%
7.0%
Industrials
8.6%
0.0%
Financial Services
4.4%
7.3%
Consumer Defensive
0.0%
5.1%

The widest gap is Technology: XLG has 14.6 points more of it.

The figures side by side

CGDVXLG
Filing dateMay 31, 2026Apr 30, 2026
Stock positions reported5350
Weight of the ten largest38.8%65.6%
Largest positionMSFT 5.8%NVDA 13.0%
Held alone33 positions, 50.4%30 positions, 30.6%
Covered by stock positions100%100%

Holdings they share

StockIn CGDVIn XLGCounted
MSFTMicrosoft Corp5.81%8.14%5.81%
NVDANVIDIA Corp5.66%13.04%5.66%
AVGOBroadcom Inc5.16%4.83%4.83%
GOOGLAlphabet Inc3.59%10.83%3.59%
METAMeta Platforms Inc3.33%3.60%3.33%
AAPLApple Inc2.36%10.71%2.36%
LLYEli Lilly & Co3.15%1.99%1.99%
AMZNAmazon.com Inc1.88%6.96%1.88%
MAMastercard Inc1.30%1.10%1.10%
ABBVAbbVie Inc1.35%1.00%1.00%

What each holds alone

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

Only in CGDV

AMATApplied Materials Inc3.12%
GENERAL ELECTRIC CO3.08%
RCLRoyal Caribbean Cruises Ltd2.83%
RTXRTX Corp2.82%
BTIBritish American Tobacco PLC2.66%
CARRCarrier Global Corp2.64%
SBUXStarbucks Corp2.26%
TSMTaiwan Semiconductor Manufacturing Co Ltd2.16%
UNPUnion Pacific Corp2.12%
CAPITAL GROUP CENTRAL CASH FUND2.02%

Only in XLG

TSLATesla, Inc.2.89%
BRK.ABerkshire Hathaway Inc.2.34%
JPMORGAN CHASE & CO.2.27%
EXXON MOBIL CORP.1.73%
WMTWalmart Inc.1.56%
AMDAdvanced Micro Devices, Inc.1.55%
JNJJohnson & Johnson1.49%
VVisa Inc.1.49%
COSTCostco Wholesale Corp.1.21%
CATCaterpillar Inc.1.11%

Questions people ask

Is CGDV the same as XLG?

38.3% of their weight sits in the same 20 holdings. CGDV also reports AMAT, GENERAL ELECTRIC CO, RCL, which the other does not. XLG also reports TSLA, BRK.A, JPMORGAN CHASE & CO., which the other does not.

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

Which holds more, XLG or CGDV?

CGDV reports 53 stock positions and XLG reports 50. 50.4% of CGDV's weight sits in names XLG does not hold, and 30.6% of XLG's weight in names CGDV does not hold. The ten largest positions are 38.8% of CGDV and 65.6% of XLG.

How do CGDV and XLG differ by sector?

The widest gap is Technology: XLG has 14.6 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.