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 IEFA Holdings as of April 30, 2026

CAIBX vs IEFA: Portfolio Overlap

Capital Income Builder vs iShares Core MSCI EAFE ETF

20.2%
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
IEFA
2632 equity holdings
as of April 30, 2026
112 stocks held in common
Overlap View Venn Diagram
20.2% OVERLAP CAIBX IEFA
Overlapping Holdings
10 Top 10 of 112 shared, by overlap contribution
# Stock CAIBX IEFA Overlap%
1
AstraZeneca PLC
 1.46% 1.17% 1.17%
2
TotalEnergies SE
 0.71% 0.73% 0.71%
3
Siemens AG
 0.64% 0.90% 0.64%
4
NESTLE' SA/AG
 0.54% 1.03% 0.54%
5
IBERDROLA SA
 0.52% 0.60% 0.52%
6
British American Tobacco PLC
 2.15% 0.51% 0.51%
7
Shell PLC
 0.49% 1.03% 0.49%
8
Rio Tinto PLC
 0.44% 0.45% 0.44%
9
NOVO NORDISK A/S
 0.43% 0.54% 0.43%
10
UNICREDIT SPA
 0.50% 0.43% 0.43%
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 IEFA — iShares Core MSCI EAFE ETF
StockWeight
ASML Holding NV2.23%
Novartis AG1.11%
COMMONWEALTH BANK OF AUSTRALIA0.84%
TOYOTA MOTOR CORP0.72%
Siemens Energy AG0.65%

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

CAIBX (Capital Income Builder) and IEFA (iShares Core MSCI EAFE ETF) share 20.2% portfolio overlap as of their April 30, 2026 filings, across 112 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 IEFA 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 IEFA?

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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