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

CGUS and VOOG share 48.0% of their weight across 28 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.

CGUS and VOOG

48.0%

28 shared positions

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

VOOG

VANGUARD S&P 500 GROWTH INDEX FUND

Reported positions cover 100% of the fund, 143 positions · May 31, 2026

Top 10: 62.5%·Holdings of VOOG

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

VOOG vs CGUS side by side

CGUSCapital Group Core Equity ETF

65

stock positions reported to the SEC

36.5% of its weight is in 37 names VOOG does not hold

VOOGVANGUARD S&P 500 GROWTH INDEX FUND

143

stock positions reported to the SEC

31.0% of its weight is in 115 names CGUS does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
49.6%
69.7%
Consumer Cyclical
10.3%
8.2%
Healthcare
8.0%
5.8%
Financial Services
7.1%
6.7%
Industrials
4.6%
2.7%

The widest gap is Technology: VOOG has 20.0 points more of it.

The figures side by side

CGUSVOOG
Filing dateMay 31, 2026May 31, 2026
Stock positions reported65143
Weight of the ten largest45.1%62.5%
Largest positionNVDA 6.9%NVDA 14.3%
Held alone37 positions, 36.5%115 positions, 31.0%
Covered by stock positions100%100%

Holdings they share

StockIn CGUSIn VOOGCounted
NVDANVIDIA Corp6.85%14.26%6.85%
AVGOBroadcom Inc6.33%5.89%5.89%
MSFTMicrosoft Corp5.75%9.29%5.75%
GOOGLAlphabet Inc5.15%11.05%5.15%
AMZNAmazon.com Inc5.04%3.90%3.90%
METAMeta Platforms Inc3.79%3.85%3.79%
AAPLApple Inc2.76%6.37%2.76%
LLYEli Lilly & Co3.92%2.43%2.43%
JPMORGAN CHASE & CO1.79%1.43%1.43%
NFLXNetflix Inc1.30%1.01%1.01%

What each holds alone

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

Only in CGUS

CAPITAL GROUP CENTRAL CASH FUND2.89%
TSMTaiwan Semiconductor Manufacturing Co Ltd2.44%
BTIBritish American Tobacco PLC1.87%
SBUXStarbucks Corp1.71%
VRTXVertex Pharmaceuticals Inc1.58%
BLKBlackrock Inc1.56%
LINLinde PLC1.34%
CNQCanadian Natural Resources Ltd1.33%
UNHUnitedHealth Group Inc1.29%
CARRCarrier Global Corp1.26%

Only in VOOG

MUMicron Technology Inc3.04%
BRK.ABerkshire Hathaway Inc2.42%
AMDAdvanced Micro Devices Inc2.34%
TSLATesla Inc2.11%
CATCaterpillar Inc1.13%
LRCXLam Research Corp1.10%
PLTRPalantir Technologies Inc0.99%
JNJJohnson & Johnson0.89%
GEVGE Vernova Inc0.73%
SANDISK CORP/DE0.70%

Questions people ask

Is CGUS the same as VOOG?

48.0% of their weight sits in the same 28 holdings. CGUS also reports CAPITAL GROUP CENTRAL CASH FUND, TSM, BTI, which the other does not. VOOG also reports MU, BRK.A, AMD, which the other does not.

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

Which holds more, VOOG or CGUS?

CGUS reports 65 stock positions and VOOG reports 143. 36.5% of CGUS's weight sits in names VOOG does not hold, and 31.0% of VOOG's weight in names CGUS does not hold. The ten largest positions are 45.1% of CGUS and 62.5% of VOOG.

How do CGUS and VOOG differ by sector?

The widest gap is Technology: VOOG has 20.0 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.

Other pairs with these funds

VOOG against other funds in the table

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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.