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

CGGO and JETS share 3.8% of their weight across 5 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 JETS

3.8%

5 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

JETS

U.S. Global Jets ETF

Reported positions cover 100% of the fund, 48 positions · Jun 30, 2026

Top 10: 66.0%·Holdings of JETS

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

JETS vs CGGO side by side

CGGOCapital Group Global Growth Equity ETF

105

stock positions reported to the SEC

96.0% of its weight is in 100 names JETS does not hold

JETSU.S. Global Jets ETF

48

stock positions reported to the SEC

93.4% of its weight is in 43 names CGGO does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Industrials
5.1%
75.7%
Technology
43.7%
4.9%
Healthcare
7.8%
0.0%
Consumer Cyclical
6.6%
0.0%
Financial Services
4.8%
1.0%

The widest gap is Industrials: JETS has 70.6 points more of it.

The figures side by side

CGGOJETS
Filing dateMay 31, 2026Jun 30, 2026
Stock positions reported10548
Weight of the ten largest35.3%66.0%
Largest positionTSM 6.6%AAL 11.3%
Held alone100 positions, 96.0%43 positions, 93.4%
Covered by stock positions100%100%

Holdings they share

StockIn CGGOIn JETSCounted
AIRBUS SE1.00%0.95%0.95%
BABoeing Co/The0.92%1.69%0.92%
RYAAYRyanair Holdings PLC0.77%0.94%0.77%
BKNGBooking Holdings Inc0.65%1.89%0.65%
TCOMTrip.com Group Ltd0.46%0.73%0.46%

What each holds alone

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

Only in CGGO

TSMTaiwan Semiconductor Manufacturing Co Ltd6.62%
MUMicron Technology Inc5.69%
SKHYSK hynix Inc5.32%
AVGOBroadcom Inc3.70%
GOOGLAlphabet Inc3.02%
WDCWestern Digital Corp2.45%
SAMSUNG ELECTRONICS CO LTD2.41%
ASMLASML Holding NV2.34%
MSFTMicrosoft Corp2.04%
CAPITAL GROUP CENTRAL CASH FUND1.66%

Only in JETS

AALAmerican Airlines Group Inc11.31%
UALUnited Airlines Holdings Inc11.07%
LUVSouthwest Airlines Co10.65%
DALDelta Air Lines Inc10.50%
ALGTAllegiant Travel Co4.26%
ULCCFrontier Group Holdings Inc4.05%
AIR CANADA3.62%
JBLUJetBlue Airways Corp3.58%
ALKAlaska Air Group Inc3.48%
SKYWSkyWest Inc3.45%

Questions people ask

Is CGGO the same as JETS?

3.8% of their weight sits in the same 5 holdings. CGGO also reports TSM, MU, SKHY, which the other does not. JETS also reports AAL, UAL, LUV, which the other does not.

How is the overlap between CGGO and JETS 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 JETS, so the number cannot exceed the smaller coverage.

Which holds more, JETS or CGGO?

CGGO reports 105 stock positions and JETS reports 48. 96.0% of CGGO's weight sits in names JETS does not hold, and 93.4% of JETS's weight in names CGGO does not hold. The ten largest positions are 35.3% of CGGO and 66.0% of JETS.

How do CGGO and JETS differ by sector?

The widest gap is Industrials: JETS has 70.6 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.