CGUS vs SCHX: Holdings Overlap
CGUSCapital Group Core Equity ETF
Capital Group · 65 holdings · $11.6B · as of 2026-05-31
Schwab · 748 holdings · $74.3B · as of 2026-05-31
How similar are CGUS and SCHX?
Capital Group Core Equity ETF (CGUS, by Capital Group) holds 65 positions; Schwab U.S. Large-Cap ETF (SCHX, by Schwab) holds 748. They have 58 holdings in common, and by portfolio weight the two funds are 43.7% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 43.7%Sum of the smaller weight of each shared holding
- Shared Holdings
- 58CGUS holds 65 · SCHX holds 748
- Weight in Shared Holdings
- CGUS 89%·SCHX 50%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 (8.0% of the fund) are not held by SCHX.
Sector Breakdown
| Sector | CGUS | SCHX |
|---|---|---|
| Information Technology | 37.1% | 37.4% |
| Financials | 9.4% | 11.4% |
| Communication Services | 10.2% | 10.3% |
| Consumer Discretionary | 9.2% | 9.7% |
| Industrials | 9.3% | 9.1% |
| Other Sectors | 21.0% | 22.0% |
| 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 SCHX).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| CGUS | +4.6% | +15.5% | +23.5% | +22.0% | — | — | 0.80% |
| SCHX | +3.5% | +14.0% | +23.2% | +21.2% | +12.8% | +15.3% | 0.99% |
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 SCHX →
Shared Holdings(58)
The top 10 shared positions account for 71% of the overlap, led by NVDA, MSFT and AMZN.
 NVDANVIDIA Corp | 6.85% | 7.50% | 6.85% |
|---|---|---|---|
 MSFTMicrosoft Corp | 5.75% | 4.88% | 4.88% |
 AMZNAmazon.com Inc | 5.04% | 3.86% | 3.86% |
 GOOGLAlphabet Inc | 3.22% | 3.23% | 3.22% |
 AVGOBroadcom Inc | 6.33% | 3.10% | 3.10% |
 AAPLApple Inc | 2.75% | 6.69% | 2.75% |
 METAMeta Platforms Inc | 3.79% | 2.02% | 2.02% |
 GOOGAlphabet Inc | 1.93% | 2.57% | 1.93% |
 LLYEli Lilly & Co | 3.92% | 1.28% | 1.28% |
 JPMJPMorgan Chase & Co | 1.79% | 1.18% | 1.18% |
 CSCOCisco Systems Inc | 1.95% | 0.70% | 0.70% |
 VVisa Inc | 0.67% | 0.80% | 0.67% |
 MAMastercard Inc | 1.82% | 0.59% | 0.59% |
 ABBVAbbVie Inc | 0.60% | 0.56% | 0.56% |
 NFLXNetflix Inc | 1.30% | 0.53% | 0.53% |
 AMATApplied Materials Inc | 2.57% | 0.52% | 0.52% |
 UNHUnitedHealth Group Inc | 1.29% | 0.50% | 0.50% |
 GEGeneral Electric Co | 1.41% | 0.50% | 0.50% |
 INTCIntel Corp | 0.49% | 0.79% | 0.49% |
 HDHome Depot Inc/The | 0.82% | 0.46% | 0.46% |
 GSGoldman Sachs Group Inc/The | 0.70% | 0.45% | 0.45% |
 XOMExxon Mobil Corp | 0.44% | 0.89% | 0.44% |
 PMPhilip Morris International Inc | 0.88% | 0.40% | 0.40% |
 KLACKLA Corp | 0.60% | 0.37% | 0.37% |
 RTXRTX Corp | 1.95% | 0.35% | 0.35% |
Frequently Asked Questions
How much do CGUS and SCHX overlap?
CGUS and SCHX overlap by 43.7% of portfolio weight. They share 58 holdings (CGUS holds 65 positions and SCHX holds 748), based on each fund's latest SEC-reported holdings.
Is it redundant to own both CGUS and SCHX?
The two portfolios are 43.7% 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 SCHX?
The largest positions held by both funds are NVDA, MSFT, AMZN, GOOGL and AVGO. Together the top 10 shared positions account for 71% of the total overlap.
What does CGUS own that SCHX doesn't?
7 positions (8.0% of CGUS) are unique to CGUS, led by TSM, BATS and CNQ. In the other direction, 690 positions (50.0% of SCHX) are unique to SCHX.