CGBL vs. NWLG ETF Comparison

Comparison of Capital Group Core Balanced ETF (CGBL) to Nuveen Winslow Large-Cap Growth ESG ETF (NWLG)

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

$31.62

Average Daily Volume

348,161

Number of Holdings ^*

* may have additional holdings in another (foreign) market

NWLG

Nuveen Winslow Large-Cap Growth ESG ETF

NWLG Description

The investment seeks to provide long-term capital appreciation. The fund invests primarily in exchange-traded equity securities of large-cap U.S. companies that exhibit ESG characteristics. It invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in exchange-traded equity securities of companies with large capitalizations at the time of purchase. The fund may invest up to 20% of its net assets in non-U.S. equity securities listed on a foreign exchange that trade on such exchange contemporaneously with the shares of the fund.

Grade (RS Rating)

Last Trade

$33.62

Average Daily Volume

819

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	CGBL	NWLG
30 Days	-0.10%	2.31%
60 Days	1.22%	5.49%
90 Days	2.67%	6.48%
12 Months	21.60%	36.82%

13 Overlapping Holdings

Symbol	Grade	Weight in CGBL	Weight in NWLG	Overlap
AAPL	C	1.13%	5.8%	1.13%
AMZN	C	0.67%	8.8%	0.67%
ASML	F	0.5%	1.2%	0.5%
AVGO	D	5.19%	2.73%	2.73%
BKNG	A	2.08%	2.04%	2.04%
GE	D	0.52%	1.85%	0.52%
GOOG	C	1.87%	2.8%	1.87%
KKR	A	0.45%	2.07%	0.45%
LLY	F	1.94%	1.89%	1.89%
MA	B	0.9%	2.79%	0.9%
MSFT	D	3.26%	12.09%	3.26%
NVDA	B	1.05%	9.85%	1.05%
ORCL	A	0.69%	2.06%	0.69%

CGBL Overweight 46 Positions Relative to NWLG

Symbol	Grade	Weight
CGCP	D	26.19%
META	D	3.01%
TSM	B	2.46%
PM	B	2.11%
VRTX	D	2.05%
APO	B	1.66%
HD	B	1.65%
GILD	C	1.58%
UNH	B	1.45%
AON	A	1.26%
LHX	C	1.2%
CMCSA	B	1.14%
RCL	A	1.11%
RGLD	C	0.93%
BX	A	0.92%
AJG	A	0.88%
DE	B	0.84%
GM	C	0.8%
BA	F	0.8%
DFS	B	0.78%
STZ	D	0.78%
VICI	C	0.76%
MO	A	0.75%
COF	C	0.73%
JPM	A	0.72%
CAT	B	0.69%
EXR	C	0.68%
ARES	A	0.68%
ATI	C	0.68%
REGN	F	0.64%
IR	B	0.61%
SBUX	A	0.58%
ICE	C	0.53%
DHI	F	0.52%
TDG	D	0.51%
COP	C	0.51%
DRI	B	0.49%
OWL	A	0.48%
CME	B	0.48%
WFC	A	0.48%
MSTR	B	0.42%
NKE	F	0.42%
NUE	C	0.39%
LUV	C	0.38%
TMO	F	0.38%
AMAT	F	0.32%

CGBL Underweight 29 Positions Relative to NWLG

Symbol	Grade	Weight
GOOGL	C	-3.26%
TT	A	-2.84%
SPOT	B	-2.61%
ISRG	A	-2.42%
WDAY	B	-2.31%
INTU	B	-2.1%
NFLX	A	-2.02%
NOW	A	-1.92%
MELI	C	-1.91%
FICO	B	-1.81%
CMG	B	-1.6%
SHOP	B	-1.44%
ANET	C	-1.4%
AMD	F	-1.28%
LRCX	F	-1.27%
SYK	B	-1.2%
ORLY	B	-1.2%
APH	A	-1.15%
FI	A	-1.14%
TXN	C	-1.12%
HLT	A	-1.04%
BSX	A	-0.99%
SNPS	B	-0.99%
VMC	B	-0.96%
ECL	D	-0.96%
WCN	A	-0.9%
ALNY	D	-0.85%
ADBE	C	-0.81%
UBER	F	-0.5%