CGUS vs. VCAR ETF Comparison

Comparison of Capital Group Core Equity ETF (CGUS) to Simplify Volt RoboCar Disruption and Tech ETF (VCAR)

CGUS

Capital Group Core Equity ETF

CGUS Description

Capital Group Core Equity ETF is an exchange traded fund launched and managed by Capital Research and Management Company. The fund invests in public equity markets. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It employs fundamental analysis to create its portfolio. Capital Group Core Equity ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$34.16

Average Daily Volume

572,049

Number of Holdings ^*

* may have additional holdings in another (foreign) market

VCAR

Simplify Volt RoboCar Disruption and Tech ETF

VCAR Description

The Simplify Volt Robocar Disruption and Tech ETF is not just another thematic investment product. VCAR is designed to concentrate in those few disruptive companies poised to dominate autonomous driving and then enhance the concentrated exposures with options. With our partner Volt Equity our investment process begins with a first principles approach to identify those few companies poised to lead the disruption. We then deploy a sophisticated option overlay to create convexity in the portfolio to enhance the upside while improving drawdowns.

Grade (RS Rating)

Last Trade

$10.80

Average Daily Volume

3,550

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	CGUS	VCAR
30 Days	2.52%	-1.91%
60 Days	4.79%	-3.94%
90 Days	5.79%	-0.90%
12 Months	33.31%	27.03%

11 Overlapping Holdings

Symbol	Grade	Weight in CGUS	Weight in VCAR	Overlap
AAPL	C	5.06%	4.1%	4.1%
AMZN	C	3.82%	4.11%	3.82%
GOOG	D	1.59%	4.07%	1.59%
INTC	F	0.03%	0.99%	0.03%
META	B	4.86%	2.39%	2.39%
MSFT	C	6.66%	7.3%	6.66%
NFLX	B	0.8%	0.97%	0.8%
NVDA	D	2.41%	21.12%	2.41%
TSLA	C	0.68%	7.4%	0.68%
TSM	C	0.37%	0.14%	0.14%
TXN	C	1.53%	0.23%	0.23%

CGUS Overweight 69 Positions Relative to VCAR

Symbol	Grade	Weight
AVGO	C	3.42%
UNH	C	3.35%
GOOGL	D	2.57%
RTX	C	2.2%
MA	B	1.84%
ACN	C	1.83%
GE	B	1.82%
LLY	C	1.8%
ABBV	C	1.73%
JPM	D	1.67%
ADP	B	1.5%
BA	F	1.43%
FIS	B	1.41%
APD	B	1.31%
CRM	D	1.23%
CARR	B	1.18%
ABT	C	1.12%
BKR	C	1.06%
TMO	B	1.04%
WH	B	1.03%
BLK	B	1.02%
VRTX	D	0.99%
GEHC	C	0.98%
VICI	C	0.97%
DHR	B	0.97%
PCG	C	0.96%
SPGI	B	0.9%
PM	C	0.82%
V	C	0.8%
GD	B	0.76%
EQIX	C	0.76%
PNC	B	0.75%
COF	B	0.75%
LIN	B	0.72%
MMC	C	0.71%
URI	B	0.7%
RCL	B	0.7%
IR	C	0.69%
EIX	C	0.65%
HON	D	0.61%
HD	B	0.6%
XOM	C	0.56%
WWD	D	0.54%
TDG	B	0.53%
CE	F	0.51%
GIS	B	0.49%
CVX	D	0.49%
CNP	C	0.48%
BRK.A	C	0.48%
CHDN	C	0.47%
STX	C	0.47%
ORCL	C	0.46%
STZ	D	0.44%
CMCSA	D	0.44%
EMN	B	0.44%
AJG	D	0.42%
MDLZ	B	0.4%
SRE	C	0.39%
NOW	B	0.38%
XPO	D	0.38%
WFC	D	0.37%
MS	D	0.36%
TPR	C	0.36%
CB	B	0.36%
UNP	C	0.35%
REGN	C	0.35%
WELL	C	0.32%
STT	A	0.32%
FCX	D	0.29%

CGUS Underweight 55 Positions Relative to VCAR

Symbol	Grade	Weight
AMD	D	-10.5%
LMND	D	-4.52%
ASML	F	-4.34%
SQ	D	-3.38%
ADI	C	-2.17%
DIS	D	-0.8%
MU	F	-0.8%
AUR	B	-0.68%
LRCX	F	-0.68%
KLAC	D	-0.67%
COST	B	-0.66%
SNPS	D	-0.51%
AMKR	F	-0.46%
NXPI	F	-0.43%
MRVL	C	-0.4%
ADSK	C	-0.38%
CRWD	D	-0.36%
RIO	D	-0.35%
BHP	D	-0.32%
GFS	F	-0.3%
MCHP	F	-0.28%
VALE	D	-0.27%
ARBE	F	-0.22%
SQM	D	-0.21%
RIVN	F	-0.21%
PAYX	C	-0.2%
HPQ	D	-0.19%
VRSN	D	-0.18%
ALB	D	-0.17%
ANSS	D	-0.16%
MCO	B	-0.14%
KO	C	-0.13%
PEP	C	-0.12%
VZ	B	-0.12%
QCOM	D	-0.12%
PG	C	-0.11%
AMGN	B	-0.11%
C	C	-0.1%
AXP	B	-0.1%
DE	B	-0.1%
NIO	C	-0.1%
CTSH	C	-0.09%
BK	B	-0.09%
CDNS	D	-0.09%
SWKS	D	-0.09%
LCID	C	-0.08%
ADBE	F	-0.08%
INTU	C	-0.07%
CSCO	C	-0.07%
AMAT	D	-0.06%
PYPL	B	-0.05%
PANW	D	-0.03%
FTNT	C	-0.02%
TEAM	D	-0.01%
DDOG	D	-0.01%