Home > Compare > CAIBX vs SPY Holdings as of April 30, 2026 (CAIBX) and August 12, 2026 (SPY)

CAIBX vs SPY: Portfolio Overlap

Capital Income Builder vs SPDR® S&P 500® ETF Trust

19.6%

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

SPY

505 equity holdings
as of August 12, 2026

96 stocks held in common

Overlap View Venn Diagram

Overlapping Holdings

10 Top 10 of 96 shared, by overlap contribution

#	Stock	CAIBX	SPY	Overlap%
1	AVGO	5.65%	2.95%	2.95%
2	JPM	1.46%	1.47%	1.46%
3	MSFT	1.35%	5.49%	1.35%
4	ABBV	1.87%	0.66%	0.66%
5	JNJ	0.65%	0.94%	0.65%
6	UNH	0.88%	0.55%	0.55%
7	RTX	1.61%	0.45%	0.45%
8	HD	0.44%	0.51%	0.44%
9	PM	3.25%	0.44%	0.44%
10	WFC	0.69%	0.41%	0.41%

Most Divergent Holdings Stocks held by one fund but absent from the other

Only in CAIBX — Capital Income Builder

Stock	Weight
Taiwan Semiconductor Manufacturing Co Ltd	4.42%
CAPITAL GROUP CENTRAL CORPORATE BOND FUND	2.64%
British American Tobacco PLC	2.15%
Canadian Natural Resources Ltd	1.63%
AstraZeneca PLC	1.46%

Only in SPY — SPDR® S&P 500® ETF Trust

Stock	Weight
NVDA	8.14%
AAPL	6.66%
AMZN	3.92%
GOOGL	3.02%
GOOG	2.43%

Run the full interactive analysis — compare up to 5 funds at once, see Venn diagrams, heatmaps, and more.

Run Full Analysis →

Frequently Asked Questions (FAQs)

What is the portfolio overlap between CAIBX and SPY?

CAIBX (Capital Income Builder) and SPY (SPDR® S&P 500® ETF Trust) share 19.6% portfolio overlap as of CAIBX's April 30, 2026 filing and SPY's August 12, 2026 filing, across 96 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 SPY 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 SPY?

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

Related Comparisons

CAIBX — Capital Income Builder vs FXAIX — Fidelity 500 Index Fund RSP — Invesco S&P 500 Equal Weight ETF vs SPYM — State Street(R) SPDR(R) Portfolio S&P 500(R) ETF CAIBX — Capital Income Builder vs FBGRX — Fidelity Blue Chip Growth Fund CAIBX — Capital Income Builder vs FDGRX — Fidelity Growth Company Fund FBGRX — Fidelity Blue Chip Growth Fund vs SPY — SPDR® S&P 500® ETF Trust FCNTX — Fidelity Contrafund vs SPY — SPDR® S&P 500® ETF Trust