Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

CGBL: generated Jul 29, 2026, 6:41 AM (as of 2026-07-27); UPRO: generated Aug 1, 2026, 4:38 PM (as of 2026-05-31).

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CGBL vs UPRO

Current snapshot · Historical snapshot

Portfolio statistics

CGBL

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

UPRO

Largest holding: IQMM · 23.92%
Top 10 concentration: 34.81%
Gross exposure: 34.81%
Net exposure: 34.81%

Holdings overlap

Based on returned holdings.

ETF A

CGBL

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

4.290%weighted overlap

ETF B

UPRO

Snapshot: 2026-05-31
Returned holdings: 10
Largest position: IQMM · 23.92%

Holdings universe13 distinct mapped tickers in the returned rows

2 shared

Only CGBL 8Shared 2Only UPRO 3

Largest allocation differences

IQMMProShares GENIUS Money Market ETF23.92% gap

0.000%23.92%

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%

AVGOBROADCOM INC COMMON STOCK4.680% gap

4.680%0.000%

NVDANVIDIA Corp.3.559% gap

0.000%3.559%

TSMTAIWAN SEMICONDUCTOR SP ADR ADR2.870% gap

2.870%0.000%

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	UPRO
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 by2

Ticker	Company	CGBL weight	UPRO weight	Absolute difference
AAPL	APPLE INC COMMON STOCK USD.00001	2.330%	3.178%	0.848%
MSFT	MICROSOFT CORP COMMON STOCK USD.00000625	1.960%	2.319%	0.359%