CGBL vs. AMOM ETF Comparison

Comparison of Capital Group Core Balanced ETF (CGBL) to QRAFT AI-Enhanced U.S. Large Cap Momentum ETF (AMOM)

CGBL

Capital Group Core Balanced ETF

CGBL Description

In seeking to pursue its investment objective, the fund varies its mix of direct or indirect exposure to equity securities, debt securities and money market instruments and cash. Under normal market conditions, the fund"s investment adviser will maintain the following investment mix: 50%-75% in equity securities, at least 25% in debt securities, and the remainder of the fund"s assets (if any) in money market instruments and cash. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$31.88

Average Daily Volume

321,608

Number of Holdings ^*

* may have additional holdings in another (foreign) market

AMOM

QRAFT AI-Enhanced U.S. Large Cap Momentum ETF

AMOM Description

The investment seeks to provide total return. The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective, under normal circumstances, by obtaining investment exposure to an actively managed portfolio consisting of equity securities of cryptocurrency-related and other blockchain technology-related companies. It may invest indirectly in bitcoin exclusively through investments in the Bitcoin Investment Trust ("GBTC"), a privately offered, open-end investment vehicle. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$45.00

Average Daily Volume

14,491

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	CGBL	AMOM
30 Days	2.48%	3.43%
60 Days	7.05%	19.02%
90 Days	7.20%	17.41%
12 Months	26.62%	46.63%

11 Overlapping Holdings

Symbol	Grade	Weight in CGBL	Weight in AMOM	Overlap
AAPL	B	1.15%	1.27%	1.15%
AMAT	D	0.35%	2.57%	0.35%
AMZN	A	0.66%	4.49%	0.66%
APO	B	1.44%	1.74%	1.44%
AVGO	B	5.18%	5.66%	5.18%
GE	D	0.57%	1.38%	0.57%
LLY	F	2.05%	6.57%	2.05%
MSFT	C	3.57%	7.08%	3.57%
MSTR	B	0.29%	1.07%	0.29%
NVDA	A	0.9%	10.24%	0.9%
TDG	C	0.56%	1.78%	0.56%

CGBL Overweight 48 Positions Relative to AMOM

Symbol	Grade	Weight
CGCP	D	26.76%
META	B	3.0%
TSM	B	2.22%
GOOG	B	1.94%
VRTX	B	1.92%
BKNG	B	1.91%
PM	C	1.91%
HD	B	1.74%
UNH	B	1.67%
GILD	A	1.48%
AON	B	1.18%
LHX	B	1.14%
CMCSA	B	1.08%
ASML	F	1.0%
RCL	B	0.94%
STZ	F	0.9%
MA	B	0.89%
RGLD	C	0.89%
AJG	C	0.87%
DE	B	0.85%
BX	A	0.84%
VICI	D	0.79%
ATI	D	0.79%
REGN	F	0.79%
EXR	D	0.74%
DFS	B	0.73%
ORCL	A	0.72%
GM	A	0.71%
CAT	B	0.71%
MO	B	0.7%
COF	B	0.67%
JPM	B	0.67%
IR	A	0.62%
DHI	D	0.58%
ICE	D	0.55%
OWL	B	0.52%
DRI	B	0.5%
COP	D	0.49%
CME	C	0.46%
KKR	B	0.44%
TMO	F	0.43%
WFC	B	0.42%
NUE	C	0.41%
LUV	B	0.38%
SLB	D	0.34%
CHTR	B	0.33%
BA	F	0.3%
HAL	D	0.08%

CGBL Underweight 38 Positions Relative to AMOM

Symbol	Grade	Weight
TSLA	A	-4.82%
AMD	F	-2.57%
PGR	B	-2.25%
CDNS	B	-2.23%
TT	B	-2.01%
CTAS	A	-1.98%
NFLX	A	-1.85%
KLAC	F	-1.78%
NOW	A	-1.67%
MPC	F	-1.65%
SMCI	F	-1.6%
CPRT	B	-1.56%
FICO	A	-1.47%
URI	B	-1.46%
ETN	B	-1.42%
ANET	A	-1.41%
SNPS	B	-1.3%
VRT	B	-1.25%
BSX	B	-1.2%
PANW	A	-1.2%
MELI	D	-1.14%
SHOP	B	-1.13%
CMG	C	-1.11%
PHM	D	-1.1%
AXON	A	-1.1%
HCA	D	-1.07%
WSM	F	-1.03%
BLDR	D	-1.02%
GOOGL	B	-0.99%
EME	A	-0.96%
CEG	C	-0.95%
SPOT	A	-0.95%
FTNT	A	-0.84%
MPWR	F	-0.83%
DKS	F	-0.83%
DXCM	F	-0.8%
VST	B	-0.73%
MU	C	-0.7%