ETF and Mutual Fund Analysis

Holdings as of May 31, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > CWGCX vs FCTDX Holdings as of May 31, 2026

CWGCX vs FCTDX: Portfolio Overlap

Capital World Growth & Income Fund vs Strategic Advisers Fidelity U.S. Total Stock Fund

25.0%
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
FCTDX
1460 equity holdings
as of May 31, 2026
155 stocks held in common
Overlap View Venn Diagram
25.0% OVERLAP CWGCX FCTDX
Overlapping Holdings
10 Top 10 of 155 shared, by overlap contribution
# Stock CWGCX FCTDX Overlap%
1
NVDA
 2.62% 3.37% 2.62%
2
AMZN
 2.30% 2.00% 2.00%
3
AAPL
 1.97% 2.27% 1.97%
4
MSFT
 2.35% 1.94% 1.94%
5
GOOGL
 2.28% 1.75% 1.75%
6
GOOG
 2.20% 1.52% 1.52%
7
MU
 2.66% 1.09% 1.09%
8
AVGO
 4.65% 1.05% 1.05%
9
META
 1.36% 0.98% 0.98%
10
GE
 0.64% 0.61% 0.61%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in CWGCX — Capital World Growth & Income Fund
StockWeight
Softbank Group Corp.1.45%
ASML Holding NV1.40%
Vale SA1.25%
Canadian Natural Resources Ltd1.18%
BAE Systems PLC1.06%
Only in FCTDX — Strategic Advisers Fidelity U.S. Total Stock Fund
StockWeight
Fidelity Mt. Vernon Street Trust10.74%
Fidelity Salem Street Trust10.53%
Fidelity Salem Street Trust5.35%
Fidelity Magellan Fund3.88%
Fidelity Securities Fund3.66%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between CWGCX and FCTDX?

CWGCX (Capital World Growth & Income Fund) and FCTDX (Strategic Advisers Fidelity U.S. Total Stock Fund) share 25.0% portfolio overlap as of their May 31, 2026 filings, across 155 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 FCTDX 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 FCTDX?

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

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