Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

CGBL: generated Jul 29, 2026, 6:41 AM (as of 2026-07-27); DTD: generated Jul 31, 2026, 6:46 PM (as of 2026-07-30).

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CGBL vs DTD

Current snapshot · Current snapshot

Portfolio statistics

CGBL

Largest holding: CGCP · 23.34%
Top 10 concentration: 58.91%
Gross exposure: 58.91%
Net exposure: 58.91%

DTD

Largest holding: MSFT · 3.672%
Top 10 concentration: 22.21%
Gross exposure: 22.21%
Net exposure: 22.21%

Holdings overlap

Based on returned holdings.

ETF A

CGBL

Snapshot: 2026-07-27
Returned holdings: 10
Largest position: CGCP · 23.34%

6.227%weighted overlap

ETF B

DTD

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: MSFT · 3.672%

Holdings universe17 distinct mapped tickers in the returned rows

3 shared

Only CGBL 7Shared 3Only DTD 7

Largest allocation differences

CGCPCAPITAL GROUP CORE PLUS INCOME CAP GROUP CORE PLUS INCOME23.34% gap

23.34%0.000%

CGCBCAPITAL GROUP CORE BOND ETF CAP GROUP CORE BOND15.70% gap

15.70%0.000%

NVDANvidia Corp3.224% gap

0.000%3.224%

TSMTAIWAN SEMICONDUCTOR SP ADR ADR2.870% gap

2.870%0.000%

JPMJPMorgan Chase & Co2.802% gap

0.000%2.802%

AVGOBROADCOM INC COMMON STOCK2.743% gap

4.680%1.937%

GOOGALPHABET INC CL C COMMON STOCK USD.0012.610% gap

2.610%0.000%

PMPHILIP MORRIS INTERNATIONAL COMMON STOCK2.250% gap

2.250%0.000%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	CGBL	DTD
P/E	N/A0/10 valued	N/A0/10 valued
P/B	N/A0/10 valued	N/A0/10 valued
P/S	N/A0/10 valued	N/A0/10 valued

No valuation data available for these holdings.

Holdings details

View

Shared holdings

Sort by3

Ticker	Company	CGBL weight	DTD weight	Absolute difference
AVGO	BROADCOM INC COMMON STOCK	4.680%	1.937%	2.743%
MSFT	MICROSOFT CORP COMMON STOCK USD.00000625	1.960%	3.672%	1.712%
AAPL	APPLE INC COMMON STOCK USD.00001	2.330%	2.368%	0.038%