ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

CWGCX vs IWF: Portfolio Overlap

Capital World Growth & Income Fund vs iShares Russell 1000 Growth ETF

28.1%
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
IWF
387 equity holdings
as of March 31, 2026
60 stocks held in common
Overlap View Venn Diagram
28.1% OVERLAP CWGCX IWF
Overlapping Holdings
10 Top 10 of 60 shared, by overlap contribution
# Stock CWGCX IWF Overlap%
1
AVGO
 4.65% 4.80% 4.65%
2
NVDA
 2.62% 12.95% 2.62%
3
MSFT
 2.35% 8.84% 2.35%
4
AMZN
 2.30% 4.67% 2.30%
5
GOOGL
 2.28% 3.54% 2.28%
6
GOOG
 2.20% 2.88% 2.20%
7
AAPL
 1.97% 11.66% 1.97%
8
LLY
 1.63% 2.66% 1.63%
9
META
 1.36% 3.46% 1.36%
10
TSLA
 0.83% 3.55% 0.83%
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%
MU2.66%
PM1.98%
Softbank Group Corp.1.45%
ASML Holding NV1.40%
Only in IWF — iShares Russell 1000 Growth ETF
StockWeight
COST1.60%
PLTR1.15%
LRCX0.97%
GEV0.85%
KLAC0.70%

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

CWGCX (Capital World Growth & Income Fund) and IWF (iShares Russell 1000 Growth ETF) share 28.1% portfolio overlap as of CWGCX's May 31, 2026 filing and IWF's March 31, 2026 filing, across 60 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 IWF 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 IWF?

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

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