ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

CWGCX vs SWPPX: Portfolio Overlap

Capital World Growth & Income Fund vs Schwab S&P 500 Index Fund

36.9%
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
SWPPX
501 equity holdings
as of April 30, 2026
118 stocks held in common
Overlap View Venn Diagram
36.9% OVERLAP CWGCX SWPPX
Overlapping Holdings
10 Top 10 of 118 shared, by overlap contribution
# Stock CWGCX SWPPX Overlap%
1
AVGO
 4.65% 3.21% 3.21%
2
NVDA
 2.62% 7.85% 2.62%
3
MSFT
 2.35% 4.90% 2.35%
4
AMZN
 2.30% 4.19% 2.30%
5
GOOGL
 2.28% 3.63% 2.28%
6
GOOG
 2.20% 2.89% 2.20%
7
AAPL
 1.97% 6.45% 1.97%
8
META
 1.36% 2.17% 1.36%
9
LLY
 1.63% 1.20% 1.20%
10
MU
 2.66% 0.94% 0.94%
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%
Softbank Group Corp.1.45%
ASML Holding NV1.40%
Vale SA1.25%
Canadian Natural Resources Ltd1.18%
Only in SWPPX — Schwab S&P 500 Index Fund
StockWeight
BRK.B1.41%
AMD0.94%
COST0.73%
CAT0.67%
CVX0.59%

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

CWGCX (Capital World Growth & Income Fund) and SWPPX (Schwab S&P 500 Index Fund) share 36.9% portfolio overlap as of CWGCX's May 31, 2026 filing and SWPPX's April 30, 2026 filing, across 118 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 SWPPX 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 SWPPX?

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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