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ETF comparison

CGUS vs IJR

US Large Cap vs US Small Cap.

Capital Group Core Equity ETF · iShares Core S&P Small-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.0 %

0 positions appear in both funds. Buying equal dollars of CGUS and IJR would leave roughly 0.0% of each dollar exposed to the same underlying securities.

CGUS unmatched 97.1% Shared 0.0% IJR unmatched 97.7%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In CGUS only
65 positions
Shared
0 positions
In IJR only
603 positions

Side by side

CGUS

Capital Group Core Equity ETF

Capital Group · US Large Cap

78 composite / 100
Expense ratio
0.33%
Net assets
$11.91B
TTM yield
0.84%
Top-10 conc.
42.7%
IJR

iShares Core S&P Small-Cap ETF

iShares · US Small Cap

95 composite / 100
Expense ratio
0.060%
Net assets
$102.56B
TTM yield
1.24%
Top-10 conc.
10.8%

Sub-score comparison

67
Cost
94
89
Tax efficiency
88
100
Liquidity
100
53
Concentration
99
—
Tracking quality
—
CGUS sub-score IJR

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

IJR is 27 bps cheaper than CGUS. On a $100,000 position that's about $270/yr more in fees for CGUS.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with CGUS vs IJR.

Top shared holdings

0 shared in total

No shared holdings between these funds.

Only in CGUS

65 total
  • NVIDIA Corp 6.85%
  • Broadcom Inc 6.33%
  • Microsoft Corp 5.75%
  • Amazon.com Inc 5.04%
  • Eli Lilly & Co 3.92%
  • Meta Platforms Inc 3.79%
  • Alphabet Inc 3.22%
  • Apple Inc 2.76%
  • Applied Materials Inc 2.57%
  • Taiwan Semiconductor Manufacturing Co Ltd 2.44%

Only in IJR

603 total
  • FORMFACTOR INC 0.67%
  • VIASAT INC 0.66%
  • MOLINA HEALTHCARE INC 0.64%
  • ARGAN INC 0.60%
  • BRIGHTSPRING HEALTH SERVICES INC 0.60%
  • ELEMENT SOLUTIONS INC 0.59%
  • MAXLINEAR INC 0.58%
  • KRYSTAL BIOTECH INC 0.53%
  • ESCO TECHNOLOGIES INC 0.49%
  • MATCH GROUP INC 0.48%

Related comparisons

More comparisons with CGUS

More comparisons with IJR

Percentages are holdings overlap with the named fund.

Open CGUS or IJR at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.