ETF and Mutual Fund Analysis

Holdings as of April 30, 2026 (CAIBX) and March 31, 2026 (IJR)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > CAIBX vs IJR Holdings as of April 30, 2026 (CAIBX) and March 31, 2026 (IJR)

CAIBX vs IJR: Portfolio Overlap

Capital Income Builder vs iShares Core S&P Small-Cap ETF

0.3%
Weighted portfolio overlap
Low Overlap

Low Overlap. The two portfolios have highly distinct allocations: little of the weight sits in the same stocks.

CAIBX
298 equity holdings
as of April 30, 2026
IJR
586 equity holdings
as of March 31, 2026
6 stocks held in common
Overlap View Venn Diagram
0.3% OVERLAP CAIBX IJR
Overlapping Holdings
6 Sorted by overlap contribution
# Stock CAIBX IJR Overlap%
1
WU
 0.13% 0.12% 0.12%
2
TRN
 0.09% 0.18% 0.09%
3
RHI
 0.03% 0.17% 0.03%
4
EMN
 0.03% 0.60% 0.03%
5
BOH
 0.02% 0.20% 0.02%
6
VSNT
 0.01% 0.37% 0.01%
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%
British American Tobacco PLC2.15%
Only in IJR — iShares Core S&P Small-Cap ETF
StockWeight
VIAV0.53%
PRIM0.53%
ESI0.53%
AGX0.52%
LKQ0.51%

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

CAIBX (Capital Income Builder) and IJR (iShares Core S&P Small-Cap ETF) share 0.3% portfolio overlap as of CAIBX's April 30, 2026 filing and IJR's March 31, 2026 filing, across 6 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 IJR invest in the same stocks?

Mostly not. Only a small portion of their portfolios overlaps — these funds hold largely different stocks and genuinely diversify each other.

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

The most prominent shared holdings (by combined weight) are: WU, TRN, RHI. See the full common-holdings table on this page for weights in each fund.

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