CGUS vs IWB: Holdings Overlap
CGUSCapital Group Core Equity ETF
Capital Group · 65 holdings · $11.6B · as of 2026-05-31
iShares · 1005 holdings · $49.9B · as of 2026-03-31
Holdings snapshots are 61 days apart (CGUS: 2026-05-31, IWB: 2026-03-31). 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 CGUS and IWB?
Capital Group Core Equity ETF (CGUS, by Capital Group) holds 65 positions; iShares Russell 1000 ETF (IWB, by iShares) holds 1005. They have 58 holdings in common, and by portfolio weight the two funds are 41.9% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 41.9%Sum of the smaller weight of each shared holding
- Shared Holdings
- 58CGUS holds 65 · IWB holds 1005
- Weight in Shared Holdings
- CGUS 88%·IWB 47%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 CGUS
7 of 65 positions (9.6% of the fund) are not held by IWB.
Sector Breakdown
| Sector | CGUS | IWB |
|---|---|---|
| Information Technology | 37.1% | 30.9% |
| Financials | 9.4% | 12.9% |
| Communication Services | 10.2% | 10.2% |
| Consumer Discretionary | 9.2% | 10.0% |
| Industrials | 9.3% | 9.9% |
| Other Sectors | 21.0% | 26.0% |
| Unclassified | 0.8% | 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 (1% of CGUS, 0% of IWB).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| CGUS | +4.6% | +15.5% | +23.5% | +22.0% | — | — | 0.80% |
| IWB | +3.4% | +13.9% | +23.1% | +20.9% | +12.6% | +15.0% | 0.89% |
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 CGUS vs IWB →
Shared Holdings(58)
The top 10 shared positions account for 70% of the overlap, led by NVDA, MSFT and AMZN.
 NVDANVIDIA Corp. COM | 6.85% | 6.81% | 6.81% |
|---|---|---|---|
 MSFTMicrosoft Corp. COM | 5.75% | 4.58% | 4.58% |
 AMZNAmazon.com, Inc. COM | 5.04% | 3.33% | 3.33% |
 GOOGLAlphabet Inc. CAP STK CL A | 3.22% | 2.79% | 2.79% |
 AAPLApple Inc. COM | 2.75% | 6.10% | 2.75% |
 AVGOBroadcom Inc COM | 6.33% | 2.39% | 2.39% |
 METAMeta Platforms, Inc., Class A | 3.79% | 2.08% | 2.08% |
 GOOGAlphabet Inc. CAP STK CL C | 1.93% | 2.27% | 1.93% |
 JPMJPMorgan Chase & Co. COM | 1.79% | 1.33% | 1.33% |
 LLYEli Lilly & Co. COM | 3.92% | 1.23% | 1.23% |
 NFLXNetflix, Inc. COM | 1.30% | 0.68% | 0.68% |
 MAMasterCard Incorporated CL A | 1.82% | 0.67% | 0.67% |
 VVisa, Inc., Class A | 0.67% | 0.85% | 0.67% |
 ABBVAbbVie Inc. COM | 0.60% | 0.64% | 0.60% |
 HDHome Depot, Inc. (The) | 0.82% | 0.55% | 0.55% |
 CSCOCisco Systems, Inc. COM | 1.95% | 0.52% | 0.52% |
 GEGeneral Electric Co. | 1.41% | 0.49% | 0.49% |
 AMATApplied Materials Inc. COM | 2.57% | 0.45% | 0.45% |
 XOMExxon Mobil Corp. COM | 0.44% | 1.20% | 0.44% |
 RTXRTX Corp. COM | 1.95% | 0.43% | 0.43% |
 PMPhilip Morris International Inc. COM | 0.88% | 0.43% | 0.43% |
 GSGoldman Sachs Group, Inc. (The) | 0.70% | 0.41% | 0.41% |
 WFCWells Fargo & Co. COM | 1.13% | 0.41% | 0.41% |
 UNHUnitedHealth Group Inc. COM | 1.29% | 0.41% | 0.41% |
 LINLinde PLC COM EUR0.001 | 1.34% | 0.39% | 0.39% |
Frequently Asked Questions
How much do CGUS and IWB overlap?
CGUS and IWB overlap by 41.9% of portfolio weight. They share 58 holdings (CGUS holds 65 positions and IWB holds 1005), based on each fund's latest SEC-reported holdings.
Is it redundant to own both CGUS and IWB?
The two portfolios are 41.9% identical by weight. Owning both is defensible: they share a meaningful core, but each fund adds exposure the other lacks.
What are the biggest shared holdings of CGUS and IWB?
The largest positions held by both funds are NVDA, MSFT, AMZN, GOOGL and AAPL. Together the top 10 shared positions account for 70% of the total overlap.
What does CGUS own that IWB doesn't?
7 positions (9.6% of CGUS) are unique to CGUS, led by TSM, STX and BATS. In the other direction, 947 positions (53.3% of IWB) are unique to IWB.