ETF and Mutual Fund Analysis

Holdings as of April 30, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > CAIBX vs EFA Holdings as of April 30, 2026

CAIBX vs EFA: Portfolio Overlap

Capital Income Builder vs iShares MSCI EAFE ETF

21.9%
Weighted portfolio overlap
Moderate Overlap

Moderate Overlap. A recognisable amount of shared weight, common among funds drawing on the same large-cap pool. Much of it typically sits in the top conviction holdings.

CAIBX
298 equity holdings
as of April 30, 2026
EFA
705 equity holdings
as of April 30, 2026
106 stocks held in common
Overlap View Venn Diagram
21.9% OVERLAP CAIBX EFA
Overlapping Holdings
10 Top 10 of 106 shared, by overlap contribution
# Stock CAIBX EFA Overlap%
1
AstraZeneca PLC
 1.46% 1.36% 1.36%
2
TotalEnergies SE
 0.71% 0.86% 0.71%
3
Siemens AG
 0.64% 1.05% 0.64%
4
British American Tobacco PLC
 2.15% 0.59% 0.59%
5
NESTLE' SA/AG
 0.54% 1.21% 0.54%
6
IBERDROLA SA
 0.52% 0.70% 0.52%
7
UNICREDIT SPA
 0.50% 0.50% 0.50%
8
Shell PLC
 0.49% 1.20% 0.49%
9
MITSUBISHI CORP
 0.58% 0.48% 0.48%
10
BNP PARIBAS SA
 0.48% 0.49% 0.48%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in CAIBX — Capital Income Builder
StockWeight
AVGO5.65%
Taiwan Semiconductor Manufacturing Co Ltd4.42%
PM3.25%
CAPITAL GROUP CENTRAL CORPORATE BOND FUND2.64%
ABBV1.87%
Only in EFA — iShares MSCI EAFE ETF
StockWeight
ASML Holding NV2.60%
Novartis AG1.30%
COMMONWEALTH BANK OF AUSTRALIA0.98%
TOYOTA MOTOR CORP0.84%
Siemens Energy AG0.76%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between CAIBX and EFA?

CAIBX (Capital Income Builder) and EFA (iShares MSCI EAFE ETF) share 21.9% portfolio overlap as of their April 30, 2026 filings, across 106 common stocks. Overlap is the sum of the smaller weight of each shared stock, so it reads as the share of a dollar that lands on the same companies in both funds.

Do CAIBX and EFA invest in the same stocks?

Somewhat. The two funds share a meaningful set of stocks, though each also holds distinct positions the other does not.

What are the top stocks held by both CAIBX and EFA?

The most prominent shared holdings (by combined weight) are: AstraZeneca PLC, TotalEnergies SE, Siemens AG. See the full common-holdings table on this page for weights in each fund.

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