CGGO vs SPYG: Holdings Overlap
CGGOCapital Group Global Growth Equity ETF
Capital Group · 104 holdings · $11.5B · as of 2026-05-31
SPYGState Street® SPDR® Portfolio S&P 500® Growth ETF
State Street (SPDR) · 147 holdings · $54.7B · as of 2026-08-06
Holdings snapshots are 67 days apart (CGGO: 2026-05-31, SPYG: 2026-08-06). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are CGGO and SPYG?
Capital Group Global Growth Equity ETF (CGGO, by Capital Group) holds 104 positions; State Street® SPDR® Portfolio S&P 500® Growth ETF (SPYG, by State Street (SPDR)) holds 147. They have 23 holdings in common, and by portfolio weight the two funds are 21.8% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 21.8%Sum of the smaller weight of each shared holding
- Shared Holdings
- 23CGGO holds 104 · SPYG holds 147
- Weight in Shared Holdings
- CGGO 29%·SPYG 61%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in CGGO
81 of 104 positions (69.0% of the fund) are not held by SPYG. Showing the top 30 by weight.
Only in SPYG
124 of 147 positions (39.3% of the fund) are not held by CGGO. Showing the top 30 by weight.
Sector Breakdown
| Sector | CGGO | SPYG |
|---|---|---|
| Information Technology | 39.1% | 52.5% |
| Communication Services | 6.7% | 15.3% |
| Industrials | 13.4% | 6.4% |
| Financials | 10.4% | 9.0% |
| Consumer Discretionary | 8.3% | 8.4% |
| Other Sectors | 17.2% | 8.4% |
| Unclassified | 3.0% | 0.0% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts. “Unclassified” is weight we could not classify (3% of CGGO, 0% of SPYG).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| CGGO | -0.2% | +17.3% | +26.5% | +20.0% | — | — | 0.98% |
| SPYG | +4.4% | +15.6% | +25.4% | +26.9% | +14.2% | +17.9% | 0.47% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in CGGO vs SPYG →
Shared Holdings(23)
The top 10 shared positions account for 80% of the overlap, led by AVGO, GOOGL and MU.
 AVGOBroadcom Inc COM | 3.70% | 5.47% | 3.70% |
|---|---|---|---|
 GOOGLAlphabet Inc. CAP STK CL A | 3.02% | 5.76% | 3.02% |
 MUMicron Technology Inc. COM | 5.69% | 2.73% | 2.73% |
 MSFTMicrosoft Corp. COM | 2.04% | 10.20% | 2.04% |
 NVDANVIDIA Corp. COM | 1.39% | 14.58% | 1.39% |
 METAMeta Platforms, Inc., Class A | 1.37% | 3.56% | 1.37% |
 LLYEli Lilly & Co. COM | 0.89% | 2.59% | 0.89% |
 VVisa, Inc., Class A | 0.88% | 0.93% | 0.88% |
 AAPLApple Inc. COM | 0.75% | 6.30% | 0.75% |
 GEVGE Vernova Inc. COM | 0.76% | 0.74% | 0.74% |
 AMZNAmazon.com, Inc. COM | 0.73% | 3.88% | 0.73% |
 GEGeneral Electric Co. | 0.85% | 0.56% | 0.56% |
 PMPhilip Morris International Inc. COM | 0.46% | 0.45% | 0.45% |
 BKNGBooking Holdings Inc COM | 0.65% | 0.44% | 0.44% |
 STXSeagate Technology Holdings PLC ORD SHS | 0.55% | 0.34% | 0.34% |
 KLACKLA Corp. COM NEW | 0.32% | 0.69% | 0.32% |
 APPAppLovin Corp., Class A | 0.81% | 0.25% | 0.25% |
 GLWCorning Incorporated COM | 0.63% | 0.23% | 0.23% |
 BABoeing Co. (The) | 0.92% | 0.22% | 0.22% |
 TDGTransdigm Group Inc. COM | 0.61% | 0.19% | 0.19% |
 MNSTMonster Beverage Corp COM | 0.60% | 0.18% | 0.18% |
 FIXComfort Systems USA Inc. COM | 0.84% | 0.17% | 0.17% |
 CIENCiena Corporation COM NEW | 0.75% | 0.16% | 0.16% |
Frequently Asked Questions
How much do CGGO and SPYG overlap?
CGGO and SPYG overlap by 21.8% of portfolio weight. They share 23 holdings (CGGO holds 104 positions and SPYG holds 147), based on each fund's latest SEC-reported holdings.
Is it redundant to own both CGGO and SPYG?
The two portfolios are 21.8% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of CGGO and SPYG?
The largest positions held by both funds are AVGO, GOOGL, MU, MSFT and NVDA. Together the top 10 shared positions account for 80% of the total overlap.
What does CGGO own that SPYG doesn't?
81 positions (69.0% of CGGO) are unique to CGGO, led by TSM, 000660 and WDC. In the other direction, 124 positions (39.3% of SPYG) are unique to SPYG.