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 IEMG Holdings as of May 31, 2026

CWGCX vs IEMG: Portfolio Overlap

Capital World Growth & Income Fund vs iShares Core MSCI Emerging Markets ETF

10.8%
Weighted portfolio overlap
Low Overlap

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

CWGCX
330 equity holdings
as of May 31, 2026
IEMG
2695 equity holdings
as of May 31, 2026
31 stocks held in common
Overlap View Venn Diagram
10.8% OVERLAP CWGCX IEMG
Overlapping Holdings
10 Top 10 of 31 shared, by overlap contribution
# Stock CWGCX IEMG Overlap%
1
Taiwan Semiconductor Manufacturing Co Ltd
 5.93% 12.52% 5.93%
2
MediaTek Inc
 0.95% 1.42% 0.95%
3
SK hynix Inc
 0.73% 5.83% 0.73%
4
Vale SA
 1.25% 0.41% 0.41%
5
Itau Unibanco Holding SA
 0.30% 0.29% 0.29%
6
Samsung Electronics Co Ltd
 0.26% 6.82% 0.26%
7
Anglogold Ashanti Plc
 0.25% 0.33% 0.25%
8
Tencent Holdings Ltd
 0.21% 2.38% 0.21%
9
KB Financial Group Inc
 0.18% 0.25% 0.18%
10
LENOVO GROUP LTD
 0.49% 0.17% 0.17%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in CWGCX — Capital World Growth & Income Fund
StockWeight
AVGO4.65%
MU2.66%
NVDA2.62%
MSFT2.35%
AMZN2.30%
Only in IEMG — iShares Core MSCI Emerging Markets ETF
StockWeight
Alibaba Group Holding Ltd.1.83%
Delta Electronics Inc1.03%
Hon Hai Precision Industry Co Ltd.0.79%
China Construction Bank Corp0.71%
Reliance Industries Ltd0.58%

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

CWGCX (Capital World Growth & Income Fund) and IEMG (iShares Core MSCI Emerging Markets ETF) share 10.8% portfolio overlap as of their May 31, 2026 filings, across 31 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 IEMG 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 CWGCX and IEMG?

The most prominent shared holdings (by combined weight) are: Taiwan Semiconductor Manufacturing Co Ltd, MediaTek Inc, SK hynix Inc. See the full common-holdings table on this page for weights in each fund.

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