ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

CAIBX vs VUG: Portfolio Overlap

Capital Income Builder vs Vanguard Growth Index Fund

8.5%
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
VUG
153 equity holdings
as of March 31, 2026
14 stocks held in common
Overlap View Venn Diagram
8.5% OVERLAP CAIBX VUG
Overlapping Holdings
10 Top 10 of 14 shared, by overlap contribution
# Stock CAIBX VUG Overlap%
1
AVGO
 5.65% 4.41% 4.41%
2
MSFT
 1.35% 9.10% 1.35%
3
MCD
 0.59% 0.75% 0.59%
4
WELL
 0.73% 0.47% 0.47%
5
SBUX
 0.89% 0.35% 0.35%
6
KLAC
 0.28% 0.66% 0.28%
7
TXN
 0.23% 0.31% 0.23%
8
TMUS
 0.18% 0.17% 0.17%
9
APO
 0.21% 0.17% 0.17%
10
YUM
 0.41% 0.16% 0.16%
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%
PM3.25%
CAPITAL GROUP CENTRAL CORPORATE BOND FUND2.64%
British American Tobacco PLC2.15%
ABBV1.87%
Only in VUG — VANGUARD GROWTH INDEX FUND
StockWeight
NVDA13.33%
AAPL12.33%
GOOGL5.54%
AMZN4.60%
GOOG4.39%

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

CAIBX (Capital Income Builder) and VUG (Vanguard Growth Index Fund) share 8.5% portfolio overlap as of CAIBX's April 30, 2026 filing and VUG's March 31, 2026 filing, across 14 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 VUG 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 VUG?

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

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