ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (CSPAX) and May 31, 2026 (VWENX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > CSPAX vs VWENX Holdings as of March 31, 2026 (CSPAX) and May 31, 2026 (VWENX)

CSPAX vs VWENX: Portfolio Overlap

SMALLCAP World Fund Inc vs Vanguard Wellington Fund

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.

CSPAX
815 equity holdings
as of March 31, 2026
VWENX
82 equity holdings
as of May 31, 2026
3 stocks held in common
Overlap View Venn Diagram
0.3% OVERLAP CSPAX VWENX
Overlapping Holdings
3 Sorted by overlap contribution
# Stock CSPAX VWENX Overlap%
1
FITB
 0.14% 0.62% 0.14%
2
DRI
 0.08% 0.86% 0.08%
3
VIA
 0.04% 0.03% 0.03%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in CSPAX — SMALLCAP World Fund Inc
StockWeight
FIX1.52%
LITE1.32%
DIPLOMA PLC1.06%
TopBuild Corp0.91%
Kokusai Electric Corp0.81%
Only in VWENX — VANGUARD WELLINGTON FUND
StockWeight
NVDA7.89%
GOOGL7.36%
AAPL6.29%
MSFT5.77%
AMZN5.30%

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

CSPAX (SMALLCAP World Fund Inc) and VWENX (Vanguard Wellington Fund) share 0.2% portfolio overlap as of CSPAX's March 31, 2026 filing and VWENX's May 31, 2026 filing, across 3 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 VWENX 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 VWENX?

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

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