Which stocks do CGGR and XLC both hold?

5 stocks are in both. The biggest shared positions: META (7.1% of CGGR, 19.9% of XLC), GOOG (3.4% of CGGR, 10.4% of XLC), GOOGL (3.1% of CGGR, 13.1% of XLC), NFLX (1.9% of CGGR, 4.8% of XLC), LYV (0.6% of CGGR, 3.5% of XLC).

CGGRvsXLC

Capital Group Growth ETF or State Street Communication Services Select Sector SPDR ETF, side by side from their own SEC filings. 16% of their stock holdings are the same at the same weight, across 5 stocks in both. XLC costs 0.08% a year against 0.39% for CGGR, $31 a year less on $10,000. Over the last twelve months CGGR returned +25.2% and XLC +0.1%.

16%of the two portfolios is the same stocks at the same weight

CGGR16% in stocks the other holds too

XLC52% in stocks the other holds too

stocks in bothstocks only in that fundbonds, cash and unmatched shares

The two funds

From each fund's latest N-PORT filing and its prospectus.

CGGRXLCYearly cost0.39%0.08%Net assets$24.4B$22.3BPositions9028Last 12 months+25.2%+0.1%3 years, a year+27.2%+19.4%5 years, a yearn/a+6.9%Largest holdingMETA 7.1%META 19.9%Main sectorTechnology 32%Communication Services 88%Holdings as ofMay 31, 2026Jun 30, 2026

Returns are total returns with dividends reinvested, from the funds’ own monthly figures; “(price)” marks a fund whose filing record is younger than a year, whose twelve months are its price change. The stronger figure in each row is set in bold. Past returns say what happened, not what will.

Growth of $100

Both funds from February 2022, the first month both report, dividends reinvested.

CGGR$198XLC$164

February 2022May 2026

What they both hold

5 stocks are in both funds: 16% of CGGR and 52% of XLC. The biggest shared positions:

Stockin CGGRin XLC

METAMeta Platforms7.1%19.9%GOOGAlphabet Inc. (Class C)3.4%10.4%GOOGLAlphabet Inc.3.1%13.1%NFLXNetflix1.9%4.8%LYVLive Nation Entertainment0.6%3.5%

Only in CGGR

Its biggest stocks the other fund does not hold.

Only in XLC

Its biggest stocks the other fund does not hold.

More comparisons

CGGR vs IWY CGGR vs SCHG CGGR vs IWF CGGR vs SPYG CGGR vs IVW IWY vs XLC VOOG vs XLC MGK vs XLC

From each fund’s Form N-PORT (CGGR: May 2026, XLC: June 2026) and prospectus, via the SEC’s public data sets. Overlap counts only the stocks we can match to a listing: stock by stock, the smaller of the two weights, added up.