ETF and Mutual Fund Analysis

Holdings as of May 31, 2026 (CWGCX) and March 31, 2026 (IJR)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > CWGCX vs IJR Holdings as of May 31, 2026 (CWGCX) and March 31, 2026 (IJR)

CWGCX vs IJR: Portfolio Overlap

Capital World Growth & Income Fund vs iShares Core S&P Small-Cap ETF

0.1%
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
IJR
586 equity holdings
as of March 31, 2026
1 stocks held in common
Overlap View Venn Diagram
0.1% OVERLAP CWGCX IJR
Overlapping Holdings
1 Sorted by overlap contribution
# Stock CWGCX IJR Overlap%
1
MOH
 0.09% 0.47% 0.09%
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 IJR — iShares Core S&P Small-Cap ETF
StockWeight
EMN0.60%
PRIM0.53%
VIAV0.53%
ESI0.53%
AGX0.52%

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

CWGCX (Capital World Growth & Income Fund) and IJR (iShares Core S&P Small-Cap ETF) share 0.1% portfolio overlap as of CWGCX's May 31, 2026 filing and IJR's March 31, 2026 filing, across 1 common stock. 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 IJR 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 IJR?

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

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