CGGO vs CGUS overlap - what they share and where they differ

CGGO and CGUS share 27.6% 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.

CGGO and CGUS

27.6%

23 shared positions

CGGO

Capital Group Global Growth Equity ETF

Reported positions cover 100% of the fund, 105 positions · May 31, 2026

Top 10: 35.3%·Holdings of CGGO

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 CGGO 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 CGGO side by side

CGGOCapital Group Global Growth Equity ETF

105

stock positions reported to the SEC

66.9% of its weight is in 82 names CGUS does not hold

CGUSCapital Group Core Equity ETF

65

stock positions reported to the SEC

40.4% of its weight is in 42 names CGGO does not hold

Where each fund's weight sits

CGGO
CGUS
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
43.7%
49.6%
Consumer Cyclical
6.6%
10.3%
Healthcare
7.8%
8.0%
Financial Services
4.8%
7.1%
Industrials
5.1%
4.6%

The widest gap is Technology: CGUS has 6.0 points more of it.

The figures side by side

CGGOCGUS
Filing dateMay 31, 2026May 31, 2026
Stock positions reported10565
Weight of the ten largest35.3%45.1%
Largest positionTSM 6.6%NVDA 6.9%
Held alone82 positions, 66.9%42 positions, 40.4%
Covered by stock positions100%100%

Holdings they share

StockIn CGGOIn CGUSCounted
AVGOBroadcom Inc3.70%6.33%3.70%
GOOGLAlphabet Inc3.02%5.15%3.02%
TSMTaiwan Semiconductor Manufacturing Co Ltd6.62%2.44%2.44%
MSFTMicrosoft Corp2.04%5.75%2.04%
CAPITAL GROUP CENTRAL CASH FUND1.66%2.89%1.66%
NVDANVIDIA Corp1.39%6.85%1.39%
SBUXStarbucks Corp1.38%1.71%1.38%
METAMeta Platforms Inc1.37%3.79%1.37%
VRTXVertex Pharmaceuticals Inc1.14%1.58%1.14%
UNHUnitedHealth Group Inc1.04%1.29%1.04%

What each holds alone

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

Only in CGGO

MUMicron Technology Inc5.69%
SKHYSK hynix Inc5.32%
WDCWestern Digital Corp2.45%
SAMSUNG ELECTRONICS CO LTD2.41%
ASMLASML Holding NV2.34%
AONAon PLC1.46%
CCitigroup Inc1.42%
SIEMENS AG1.30%
3I GROUP PLC1.11%
PRUDENTIAL PLC1.05%

Only in CGUS

AMATApplied Materials Inc2.57%
CSCOCisco Systems Inc1.95%
RTXRTX Corp1.95%
BTIBritish American Tobacco PLC1.87%
MAMastercard Inc1.82%
JPMORGAN CHASE & CO1.79%
BLKBlackrock Inc1.56%
APHAmphenol Corp1.35%
NFLXNetflix Inc1.30%
CARRCarrier Global Corp1.26%

Questions people ask

Is CGGO the same as CGUS?

27.6% of their weight sits in the same 23 holdings. CGGO also reports MU, SKHY, WDC, which the other does not. CGUS also reports AMAT, CSCO, RTX, which the other does not.

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

Which holds more, CGUS or CGGO?

CGGO reports 105 stock positions and CGUS reports 65. 66.9% of CGGO's weight sits in names CGUS does not hold, and 40.4% of CGUS's weight in names CGGO does not hold. The ten largest positions are 35.3% of CGGO and 45.1% of CGUS.

How do CGGO and CGUS differ by sector?

The widest gap is Technology: CGUS has 6.0 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.