CGUS - ETF AI Analysis
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Capital Group Core Equity ETF (CGUS)
CGUS, the Capital Group Core Equity ETF, earns a solid overall rating thanks to large positions in high-quality tech leaders like Microsoft and Alphabet, which benefit from strong financial performance and long-term growth in cloud and AI. Other major holdings such as Nvidia, Broadcom, and Apple also support the rating through strong results and AI-driven growth, though their high valuations and some mixed technical signals add risk. The main risk factor is the fund’s heavy tilt toward richly valued, AI-focused technology and semiconductor names, which could be more volatile if growth expectations or market sentiment weaken.
CGUS vs. SPDR S&P 500 ETF (SPY)
- AUM
- 12.29B
- Region
- North America
- Expense Ratio
- 0.33%
- Beta
- 0.98
- Issuer
- Capital Group
- Inception Date
- Feb 22, 2022
- Dividend Yield
- 0.82%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
CGUS Summary
CGUS, the Capital Group Core Equity ETF, is a broad U.S.-focused stock fund that aims to cover most of the market rather than just one niche. It doesn’t track a specific index, but follows a total market core equity theme, mixing growth and value companies across many sectors. Top holdings include well-known names like Microsoft and Nvidia, along with other major tech and consumer brands. Someone might invest in CGUS for simple, one-stop stock diversification and long-term growth potential. A key risk is that it can rise or fall with the overall stock market, and it leans heavily toward technology companies.
How much will it cost me?
This ETF has an expense ratio of 0.33%, which means you’ll pay about $3.30 per year for every $1,000 invested. That’s a bit higher than the average low-cost index ETF because CGUS is actively managed, with professionals selecting and adjusting the fund’s holdings rather than simply tracking a market index.
What would affect this ETF?
CGUS is heavily invested in large U.S. technology and communication companies like Nvidia, Microsoft, and Meta, so continued innovation, strong corporate earnings, and a healthy U.S. economy could boost its performance. On the other hand, rising interest rates, tighter regulations on big tech, or a broad market downturn that hits growth stocks and U.S. equities especially hard could weigh on returns despite its diversified sector mix.
CGUS Top 10 Holdings
CGUS is leaning heavily on Big Tech and semiconductors, with Microsoft and Amazon providing a steady, rising backbone thanks to strength in cloud and digital spending. Nvidia and TSMC are key swing factors: both have strong longer-term momentum but Nvidia has cooled recently, while TSMC has been more of a bright spot. On the flip side, Meta and Alphabet have been lagging, acting like a bit of sand in the fund’s gears. Eli Lilly adds a powerful health care growth engine, but overall this is a U.S.-centric, tech-driven story.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 MSFT | Microsoft | 7.20% | $876.24M | $3.87T | 8.06% | 79Outperform |
 NVDA | Nvidia | 7.30% | $888.87M | $4.98T | 0.72% | 76Outperform |
 AVGO | Broadcom | 5.00% | $608.43M | $1.59T | -7.52% | 76Outperform |
 AMZN | Amazon | 5.15% | $626.80M | $2.71T | 6.70% | 71Outperform |
 LLY | Eli Lilly & Co | 3.89% | $474.17M | $1.33T | 56.36% | 72Outperform |
 META | Meta Platforms | 3.88% | $472.64M | $1.59T | 0.43% | 76Outperform |
 AAPL | Apple | 2.54% | $309.66M | $4.84T | 29.43% | 79Outperform |
 GOOGL | Alphabet Class A | 2.64% | $321.41M | $3.41T | 4.10% | 85Outperform |
 TSM | TSMC | 2.45% | $298.10M | $1.81T | 34.59% | 81Outperform |
 RTX | RTX | 2.05% | $250.15M | $275.04B | 12.99% | 74Outperform |
CGUS Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CGUS, the sentiment is Positive. The current price of 44.90 is above the 20-day moving average (MA) of 44.76, above the 50-day MA of 44.75, and above the 200-day MA of 42.91, indicating a bullish trend. The MACD of -0.11 indicates Positive momentum. The RSI at 52.82 is Neutral, neither overbought nor oversold. The STOCH value of 46.53 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CGUS.
CGUS Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| CGUS | $44.90 | $49.00(9.13% Upside) | $12.29B | 0.33% | 71Outperform |
 DFAC | $45.51 | $54.94(20.71% Upside) | $49.45B | 0.17% | 72Outperform |
 DYNF | $67.85 | $84.44(24.45% Upside) | $41.55B | 0.26% | 74Outperform |
 DFUS | $83.53 | $102.15(22.29% Upside) | $21.39B | 0.09% | 73Outperform |
 AVUS | $129.63 | $157.08(21.17% Upside) | $14.67B | 0.15% | 73Outperform |
 DFAU | $53.01 | $64.55(21.78% Upside) | $12.85B | 0.12% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| CGUS | Capital Group Core Equity ETF | 44.90 | 5.60 | 14.25% | |
| DFAC | Dimensional U.S. Core Equity 2 ETF | 45.51 | 7.39 | 19.39% | |
| DYNF | BlackRock U.S. Equity Factor Rotation ETF | 67.85 | 8.56 | 14.43% | |
| DFUS | Dimensional U.S. Equity ETF | 83.53 | 11.40 | 15.81% | |
| AVUS | Avantis U.S. Equity ETF | 129.63 | 21.96 | 20.39% | |
| DFAU | Dimensional US Core Equity Market ETF | 53.01 | 7.59 | 16.71% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.