CGGR vs FDN overlap - what they share and where they differ

CGGR and FDN share 22.3% of their weight across 10 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.

CGGR and FDN

22.3%

10 shared positions

CGGR

Capital Group Growth ETF

Reported positions cover 100% of the fund, 88 positions · May 31, 2026

Top 10: 46.2%·Holdings of CGGR

FDN

First Trust Dow Jones Internet Index Fund

Reported positions cover 100% of the fund, 40 positions · Jun 30, 2026

Top 10: 64.6%·Holdings of FDN

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

FDN vs CGGR side by side

CGGRCapital Group Growth ETF

88

stock positions reported to the SEC

77.8% of its weight is in 78 names FDN does not hold

FDNFirst Trust Dow Jones Internet Index Fund

40

stock positions reported to the SEC

51.9% of its weight is in 30 names CGGR does not hold

Where each fund's weight sits

CGGR
FDN
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
52.3%
70.3%
Consumer Cyclical
13.1%
22.4%
Healthcare
9.2%
1.1%
Industrials
7.4%
0.0%
Financial Services
5.7%
1.7%
Communication Services
0.0%
4.4%

The widest gap is Technology: FDN has 18.0 points more of it.

The figures side by side

CGGRFDN
Filing dateMay 31, 2026Jun 30, 2026
Stock positions reported8840
Weight of the ten largest46.2%64.6%
Largest positionMETA 7.1%GOOGL 10.0%
Held alone78 positions, 77.8%30 positions, 51.9%
Covered by stock positions100%100%

Holdings they share

StockIn CGGRIn FDNCounted
METAMeta Platforms Inc7.09%9.83%7.09%
GOOGLAlphabet Inc6.42%9.98%6.42%
AMZNAmazon.com Inc2.69%9.98%2.69%
NFLXNetflix Inc1.85%3.90%1.85%
NETCloudflare Inc1.65%3.22%1.65%
CRMSalesforce Inc0.89%4.11%0.89%
DASHDoorDash Inc0.50%2.87%0.50%
AKAMAkamai Technologies Inc0.46%0.70%0.46%
CVNACarvana Co0.43%1.94%0.43%
RBLXROBLOX Corp0.25%1.50%0.25%

What each holds alone

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

Only in CGGR

TSLATesla Inc5.85%
AVGOBroadcom Inc5.40%
NVDANVIDIA Corp5.16%
MUMicron Technology Inc4.86%
MSFTMicrosoft Corp4.37%
VVisa Inc2.34%
TDGTransDigm Group Inc2.02%
CAPITAL GROUP CENTRAL CASH FUND1.98%
LLYEli Lilly & Co1.81%
AAPLApple Inc1.79%

Only in FDN

CSCOCISCO SYSTEMS INC8.54%
ANETARISTA NETWORKS INC5.02%
BKNGBOOKING HOLDINGS INC4.98%
ORCLORACLE CORP4.59%
SNOWSNOWFLAKE INC3.61%
DDOGDATADOG INC3.53%
CIENCIENA CORP2.85%
ABNBAIRBNB INC2.45%
EBAYEBAY INC2.04%
PYPLPAYPAL HOLDINGS INC1.57%

Questions people ask

Is CGGR the same as FDN?

22.3% of their weight sits in the same 10 holdings. CGGR also reports TSLA, AVGO, NVDA, which the other does not. FDN also reports CSCO, ANET, BKNG, which the other does not.

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

Which holds more, FDN or CGGR?

CGGR reports 88 stock positions and FDN reports 40. 77.8% of CGGR's weight sits in names FDN does not hold, and 51.9% of FDN's weight in names CGGR does not hold. The ten largest positions are 46.2% of CGGR and 64.6% of FDN.

How do CGGR and FDN differ by sector?

The widest gap is Technology: FDN has 18.0 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.