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 SWPPX Holdings as of April 30, 2026

CAIBX vs SWPPX: Portfolio Overlap

Capital Income Builder vs Schwab S&P 500 Index Fund

22.3%
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
SWPPX
501 equity holdings
as of April 30, 2026
107 stocks held in common
Overlap View Venn Diagram
22.3% OVERLAP CAIBX SWPPX
Overlapping Holdings
10 Top 10 of 107 shared, by overlap contribution
# Stock CAIBX SWPPX Overlap%
1
AVGO
 5.65% 3.21% 3.21%
2
JPM
 1.46% 1.37% 1.37%
3
MSFT
 1.35% 4.90% 1.35%
4
XOM
 1.32% 1.04% 1.04%
5
JNJ
 0.65% 0.90% 0.65%
6
ABBV
 1.87% 0.61% 0.61%
7
UNH
 0.88% 0.54% 0.54%
8
HD
 0.44% 0.53% 0.44%
9
PM
 3.25% 0.42% 0.42%
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
StockWeight
Taiwan Semiconductor Manufacturing Co Ltd4.42%
CAPITAL GROUP CENTRAL CORPORATE BOND FUND2.64%
British American Tobacco PLC2.15%
Canadian Natural Resources Ltd1.63%
AstraZeneca PLC1.46%
Only in SWPPX — Schwab S&P 500 Index Fund
StockWeight
NVDA7.85%
AAPL6.45%
AMZN4.19%
GOOGL3.63%
GOOG2.89%

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 SWPPX?

CAIBX (Capital Income Builder) and SWPPX (Schwab S&P 500 Index Fund) share 22.3% portfolio overlap as of their April 30, 2026 filings, across 107 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 SWPPX 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 SWPPX?

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
FBGRX — Fidelity Blue Chip Growth Fund vs SWPPX — Schwab S&P 500 Index FundFCNTX — Fidelity Contrafund vs SWPPX — Schwab S&P 500 Index FundFCFMX — Fidelity Series Total Market Index Fund vs SWPPX — Schwab S&P 500 Index FundCAIBX — Capital Income Builder vs CSPAX — SMALLCAP World Fund IncCAIBX — Capital Income Builder vs IJR — iShares Core S&P Small-Cap ETFITOT — iShares Core S&P Total U.S. Stock Market ETF vs SWPPX — Schwab S&P 500 Index Fund