ETF and Mutual Fund Analysis

Holdings as of May 31, 2026 (CWGCX) and April 30, 2026 (EFA)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > CWGCX vs EFA Holdings as of May 31, 2026 (CWGCX) and April 30, 2026 (EFA)

CWGCX vs EFA: Portfolio Overlap

Capital World Growth & Income Fund vs iShares MSCI EAFE ETF

20.4%
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.

CWGCX
330 equity holdings
as of May 31, 2026
EFA
705 equity holdings
as of April 30, 2026
106 stocks held in common
Overlap View Venn Diagram
20.4% OVERLAP CWGCX EFA
Overlapping Holdings
10 Top 10 of 106 shared, by overlap contribution
# Stock CWGCX EFA Overlap%
1
ASML Holding NV
 1.40% 2.60% 1.40%
2
Shell PLC
 0.69% 1.20% 0.69%
3
NOVO NORDISK A/S
 0.77% 0.64% 0.64%
4
NESTLE' SA/AG
 0.61% 1.21% 0.61%
5
British American Tobacco PLC
 0.67% 0.59% 0.59%
6
Softbank Group Corp.
 1.45% 0.59% 0.59%
7
Siemens AG
 0.58% 1.05% 0.58%
8
TOKYO ELECTRON LTD
 0.57% 0.61% 0.57%
9
AIRBUS SE
 0.86% 0.57% 0.57%
10
UNICREDIT SPA
 0.51% 0.50% 0.50%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in CWGCX — Capital World Growth & Income Fund
StockWeight
Taiwan Semiconductor Manufacturing Co Ltd5.93%
AVGO4.65%
MU2.66%
NVDA2.62%
MSFT2.35%
Only in EFA — iShares MSCI EAFE ETF
StockWeight
Roche Holding AG1.33%
Novartis AG1.30%
COMMONWEALTH BANK OF AUSTRALIA0.98%
MITSUBISHI UFJ FINANCIAL GROUP INC0.94%
BHP Group Ltd0.93%

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 CWGCX and EFA?

CWGCX (Capital World Growth & Income Fund) and EFA (iShares MSCI EAFE ETF) share 20.4% portfolio overlap as of CWGCX's May 31, 2026 filing and EFA's April 30, 2026 filing, across 106 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 CWGCX and EFA 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 CWGCX and EFA?

The most prominent shared holdings (by combined weight) are: ASML Holding NV, Shell PLC, NOVO NORDISK A/S. See the full common-holdings table on this page for weights in each fund.

Related Comparisons
EFA — iShares MSCI EAFE ETF vs JLGMX — JPMorgan Large Cap Growth FundCSPAX — SMALLCAP World Fund Inc vs IEFA — iShares Core MSCI EAFE ETFAEGFX — EUPAC Fund vs IEFA — iShares Core MSCI EAFE ETFCWGCX — Capital World Growth & Income Fund vs VXUS — VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDEFA — iShares MSCI EAFE ETF vs VWENX — VANGUARD WELLINGTON FUNDAMCFX — AMCAP Fund vs IEFA — iShares Core MSCI EAFE ETF