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

CGGO and JGRO share 26.3% of their weight across 26 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 JGRO

26.3%

26 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

JGRO

JPMorgan Active Growth ETF

Reported positions cover 98% of the fund, 127 positions · Jun 30, 2026

Top 10: 45.4%·Holdings of JGRO

Reported positions cover CGGO 100%, JGRO 98% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

JGRO vs CGGO side by side

CGGOCapital Group Global Growth Equity ETF

105

stock positions reported to the SEC

60.5% of its weight is in 79 names JGRO does not hold

JGROJPMorgan Active Growth ETF

127

stock positions reported to the SEC

46.9% of its weight is in 101 names CGGO does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
42.5%
61.5%
Industrials
6.5%
11.6%
Healthcare
7.4%
7.8%
Consumer Cyclical
6.6%
6.0%
Financial Services
4.8%
4.2%

The widest gap is Technology: JGRO has 19.0 points more of it.

The figures side by side

CGGOJGRO
Filing dateMay 31, 2026Jun 30, 2026
Stock positions reported105127
Weight of the ten largest35.3%45.4%
Largest positionTSM 6.6%NVDA 10.5%
Held alone79 positions, 60.5%101 positions, 46.9%
Covered by stock positions100%98%

Holdings they share

StockIn CGGOIn JGROCounted
AVGOBroadcom Inc3.70%4.36%3.70%
MUMicron Technology Inc5.69%3.70%3.70%
GOOGLAlphabet Inc3.02%10.36%3.02%
WDCWestern Digital Corp2.45%1.66%1.66%
TSMTaiwan Semiconductor Manufacturing Co Ltd6.62%1.59%1.59%
NVDANVIDIA Corp1.39%10.46%1.39%
METAMeta Platforms Inc1.37%2.13%1.37%
MSFTMicrosoft Corp2.04%1.01%1.01%
LLYEli Lilly & Co0.89%1.81%0.89%
GEGeneral Electric Co0.85%0.94%0.85%

What each holds alone

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

Only in CGGO

SKHYSK hynix Inc5.32%
SAMSUNG ELECTRONICS CO., LTD.Samsung Electronics Co Ltd2.42%
ASMLASML Holding NV2.34%
CAPITAL GROUP CENTRAL CASH FUND1.66%
AONAon PLC1.46%
CCitigroup Inc1.42%
SBUXStarbucks Corp1.38%
SIEMENS AKTIENGESELLSCHAFTSiemens AG1.30%
VRTXVertex Pharmaceuticals Inc1.14%
3I GROUP PLC1.11%

Only in JGRO

AMDAdvanced Micro Devices, Inc.3.15%
TSLATesla, Inc.2.81%
LRCXLam Research Corp.1.89%
GSGoldman Sachs Group, Inc. (The)1.63%
SNDKSandisk Corp.1.43%
AMATApplied Materials, Inc.1.29%
PANWPalo Alto Networks, Inc.1.24%
CATCaterpillar, Inc.1.17%
MAMastercard, Inc.1.15%
PWRQuanta Services, Inc.1.02%

Questions people ask

Is CGGO the same as JGRO?

26.3% of their weight sits in the same 26 holdings. CGGO also reports SKHY, SAMSUNG ELECTRONICS CO., LTD., ASML, which the other does not. JGRO also reports AMD, TSLA, LRCX, which the other does not.

How is the overlap between CGGO and JGRO 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 98% of JGRO, so the number cannot exceed the smaller coverage.

Which holds more, JGRO or CGGO?

CGGO reports 105 stock positions and JGRO reports 127. 60.5% of CGGO's weight sits in names JGRO does not hold, and 46.9% of JGRO's weight in names CGGO does not hold. The ten largest positions are 35.3% of CGGO and 45.4% of JGRO.

How do CGGO and JGRO differ by sector?

The widest gap is Technology: JGRO has 19.0 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.