CGUS vs IWB: Differences, Returns & Fees

CGUS and IWB hold 41% of their weight in the same names, and IWB returned +16.6% over the year. Net assets: $12.2bn on Oct 8, 2026 for Capital Group Core Equity ETF, and $49.6bn on Oct 9, 2026 for iShares Russell 1000 ETF.

IWB costs 0.18 points a year less; their one-year returns differ by 1.7 points; IWB is 4.0 times larger.

CGUS vs IWB: Differences, Returns & Fees
CGUSIWB
Expense ratio0.33%0.15%
Net assets, as of Oct 8, 2026$12.2bn$49.4bn
Total return, 1 year+14.9%+16.6%
What it tracksNo index, actively managedRussell 1000 Index
Holdings in common41%
Top ten holdings, share of the fund43.1%36.1%

Holdings in common uses holdings dated May 31, 2026 and Oct 9, 2026.

+14.9%
CGUS total return, 1 year
+16.6%
IWB total return, 1 year
0.33%
CGUS expense ratio
0.15%
IWB expense ratio

What they hold in common

By the books each fund has filed, CGUS and IWB hold 41% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated May 31, 2026 and Oct 9, 2026.

half

41% in common

Positions both hold, largest shared weight first
Holding CGUS IWB
NVIDIA Corp 6.85% 7.44%
Microsoft Corp 5.75% 5.53%
Amazon.com Inc 5.04% 3.54%
Alphabet Inc 3.22% 2.85%
Apple Inc 2.75% 6.77%
Broadcom Inc 6.33% 2.34%
Meta Platforms Inc 3.79% 2.20%
Alphabet Inc 1.93% 2.30%
Eli Lilly & Co 3.92% 1.31%
JPMorgan Chase & Co 1.79% 1.24%
Visa Inc 0.67% 0.91%
Mastercard Inc 1.82% 0.66%
Only in CGUS
Capital Group Central Cash Fund 2.89%
Applied Materials Inc 2.56%
Taiwan Semiconductor Manufacturing Co Ltd 2.44%
Seagate Technology Holdings PLC 2.11%
British American Tobacco PLC 1.87%
General Electric Co 1.41%
Canadian Natural Resources Ltd 1.33%
Royal Caribbean Cruises Ltd 1.02%
Only in IWB
MICRON TECHNOLOGY 1.61%
TESLA INC 1.56%
ADVANCED MICRO DEVICES 1.38%
BERKSHIRE HATHAWAY INC CLASS B 1.34%
EXXONMOBIL HOLDINGS CORP 0.97%
JOHNSON & JOHNSON 0.88%
WALMART 0.68%
PALANTIR TECHNOLOGIES CLASS A 0.65%

Check overlap with more funds →

On the same fields

CGUS
Capital Group Core Equity ETF
IWB
iShares Russell 1000 ETF
Where it sits Stock ETF Stock ETF
What it is Actively managed Tracks the Russell 1000
Total return, 1 year +14.9% +16.6%
Its benchmark over the same days +17.3% (VOO) +16.8% (VONE)
Gap to its benchmark −2.4 pts vs VOO −0.1 pts vs VONE
Expense ratio 0.33% 0.15%
Already in the S&P 500 86.3% 91.7%
Holdings 66 1025
Net assets, CGUS as of Oct 8, 2026 and IWB as of Oct 9, 2026 $12.2bn $49.6bn

CGUS and IWB on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

About CGUS

CGUS is actively managed and tracks no index. Over the year to Oct 9, 2026 it returned +14.9% with distributions reinvested, against +17.3% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.33% a year. By its holdings filed for May 31, 2026, 86% of the fund by weight is stocks the S&P 500 also holds, across 66 positions, with the top ten at 43.1%.

About IWB

IWB tracks the Russell 1000. Over the year to Oct 9, 2026 it returned +16.6% with distributions reinvested, against +16.8% for its benchmark, the Russell 1000 Index. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 9, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1,025 positions, with the top ten at 36.1%.

Questions people ask

Which returned more over the last year, CGUS or IWB?
In the year to Oct 9, 2026, with distributions reinvested, CGUS returned +14.9% and IWB +16.6%.
Which is cheaper, CGUS or IWB?
IWB is cheaper, by 0.18 percentage points a year. That is about $18 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do CGUS and IWB overlap with the S&P 500?
By their latest filed holdings, 86% of CGUS and 92% of IWB by weight is stocks the S&P 500 already holds.
Cite this pageCitation, APA and Markdown

ETFIQ, CGUS against IWB, data as of Oct 9, 2026. https://etfiq.com/compare/any/cgus-vs-iwb

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.