ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

CWGCX vs VTSAX: Portfolio Overlap

Capital World Growth & Income Fund vs Vanguard Total Stock Market Index Fund

33.9%
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
VTSAX
3506 equity holdings
as of March 31, 2026
124 stocks held in common
Overlap View Venn Diagram
33.9% OVERLAP CWGCX VTSAX
Overlapping Holdings
10 Top 10 of 124 shared, by overlap contribution
# Stock CWGCX VTSAX Overlap%
1
NVDA
 2.62% 6.44% 2.62%
2
MSFT
 2.35% 4.40% 2.35%
3
AVGO
 4.65% 2.35% 2.35%
4
AMZN
 2.30% 3.22% 2.30%
5
GOOGL
 2.28% 2.68% 2.28%
6
GOOG
 2.20% 2.12% 2.12%
7
AAPL
 1.97% 5.96% 1.97%
8
META
 1.36% 2.00% 1.36%
9
LLY
 1.63% 1.25% 1.25%
10
TSLA
 0.83% 1.67% 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 VTSAX — VANGUARD TOTAL STOCK MARKET INDEX FUND
StockWeight
BRK.B1.37%
COST0.71%
CVX0.63%
AMD0.53%
CAT0.53%

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

CWGCX (Capital World Growth & Income Fund) and VTSAX (Vanguard Total Stock Market Index Fund) share 33.9% portfolio overlap as of CWGCX's May 31, 2026 filing and VTSAX's March 31, 2026 filing, across 124 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 VTSAX 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 VTSAX?

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

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