ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

CWGCX vs VFIAX: Portfolio Overlap

Capital World Growth & Income Fund vs Vanguard 500 Index Fund

34.9%
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
VFIAX
504 equity holdings
as of March 31, 2026
107 stocks held in common
Overlap View Venn Diagram
34.9% OVERLAP CWGCX VFIAX
Overlapping Holdings
10 Top 10 of 107 shared, by overlap contribution
# Stock CWGCX VFIAX Overlap%
1
AVGO
 4.65% 2.63% 2.63%
2
NVDA
 2.62% 7.59% 2.62%
3
MSFT
 2.35% 4.93% 2.35%
4
AMZN
 2.30% 3.65% 2.30%
5
GOOGL
 2.28% 3.00% 2.28%
6
GOOG
 2.20% 2.40% 2.20%
7
AAPL
 1.97% 6.68% 1.97%
8
META
 1.36% 2.24% 1.36%
9
LLY
 1.63% 1.31% 1.31%
10
TSLA
 0.83% 1.87% 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%
Softbank Group Corp.1.45%
ASML Holding NV1.40%
Vale SA1.25%
Canadian Natural Resources Ltd1.18%
Only in VFIAX — VANGUARD 500 INDEX FUND
StockWeight
BRK.B1.57%
COST0.79%
CVX0.69%
PLTR0.60%
CAT0.59%

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

CWGCX (Capital World Growth & Income Fund) and VFIAX (Vanguard 500 Index Fund) share 34.9% portfolio overlap as of CWGCX's May 31, 2026 filing and VFIAX's March 31, 2026 filing, across 107 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 VFIAX 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 VFIAX?

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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