ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

CWGCX vs VB: Portfolio Overlap

Capital World Growth & Income Fund vs Vanguard Small-Cap Index Fund

1.4%
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
VB
1312 equity holdings
as of March 31, 2026
20 stocks held in common
Overlap View Venn Diagram
1.4% OVERLAP CWGCX VB
Overlapping Holdings
10 Top 10 of 20 shared, by overlap contribution
# Stock CWGCX VB Overlap%
1
PNW
 0.33% 0.17% 0.17%
2
FIX
 0.13% 0.34% 0.13%
3
OMC
 0.13% 0.33% 0.13%
4
EXE
 0.10% 0.37% 0.10%
5
RKLB
 0.10% 0.26% 0.10%
6
BMRN
 0.10% 0.15% 0.10%
7
MOH
 0.09% 0.10% 0.09%
8
CIEN
 0.07% 0.39% 0.07%
9
CNM
 0.07% 0.13% 0.07%
10
UDR
 0.06% 0.16% 0.06%
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 VB — VANGUARD SMALL-CAP INDEX FUND
StockWeight
EME0.46%
NRG0.44%
ATO0.43%
TPR0.40%
FTI0.39%

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

CWGCX (Capital World Growth & Income Fund) and VB (Vanguard Small-Cap Index Fund) share 1.4% portfolio overlap as of CWGCX's May 31, 2026 filing and VB's March 31, 2026 filing, across 20 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 VB 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 VB?

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

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