ETF and Mutual Fund Analysis

Holdings as of March 31, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > CSPAX vs VB Holdings as of March 31, 2026

CSPAX vs VB: Portfolio Overlap

SMALLCAP World Fund Inc vs Vanguard Small-Cap Index Fund

18.2%
Weighted portfolio overlap
Low Overlap

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

CSPAX
815 equity holdings
as of March 31, 2026
VB
1312 equity holdings
as of March 31, 2026
256 stocks held in common
Overlap View Venn Diagram
18.2% OVERLAP CSPAX VB
Overlapping Holdings
10 Top 10 of 256 shared, by overlap contribution
# Stock CSPAX VB Overlap%
1
LITE
 1.32% 0.35% 0.35%
2
FIX
 1.52% 0.34% 0.34%
3
RGLD
 0.40% 0.30% 0.30%
4
ATI
 0.80% 0.28% 0.28%
5
XPO
 0.27% 0.30% 0.27%
6
BE
 0.28% 0.25% 0.25%
7
MKSI
 0.75% 0.22% 0.22%
8
MTSI
 0.31% 0.21% 0.21%
9
TOL
 0.34% 0.18% 0.18%
10
NYT
 0.19% 0.18% 0.18%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in CSPAX — SMALLCAP World Fund Inc
StockWeight
DIPLOMA PLC1.06%
Kokusai Electric Corp0.81%
Bombardier Inc0.72%
LUNDIN MINING CORP0.65%
DOLLARAMA INC0.56%
Only in VB — VANGUARD SMALL-CAP INDEX FUND
StockWeight
EME0.46%
NRG0.44%
ATO0.43%
TPR0.40%
FTI0.39%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between CSPAX and VB?

CSPAX (SMALLCAP World Fund Inc) and VB (Vanguard Small-Cap Index Fund) share 18.2% portfolio overlap as of their March 31, 2026 filings, across 256 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 CSPAX and VB 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 CSPAX and VB?

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

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