ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

CWGCX vs VUG: Portfolio Overlap

Capital World Growth & Income Fund vs Vanguard Growth Index Fund

27.3%
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
VUG
153 equity holdings
as of March 31, 2026
40 stocks held in common
Overlap View Venn Diagram
27.3% OVERLAP CWGCX VUG
Overlapping Holdings
10 Top 10 of 40 shared, by overlap contribution
# Stock CWGCX VUG Overlap%
1
AVGO
 4.65% 4.41% 4.41%
2
NVDA
 2.62% 13.33% 2.62%
3
MSFT
 2.35% 9.10% 2.35%
4
AMZN
 2.30% 4.60% 2.30%
5
GOOGL
 2.28% 5.54% 2.28%
6
GOOG
 2.20% 4.39% 2.20%
7
AAPL
 1.97% 12.33% 1.97%
8
LLY
 1.63% 2.60% 1.63%
9
META
 1.36% 4.15% 1.36%
10
TSLA
 0.83% 3.48% 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 VUG — VANGUARD GROWTH INDEX FUND
StockWeight
COST1.48%
AMD1.11%
PLTR1.07%
LRCX0.90%
GEV0.80%

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

CWGCX (Capital World Growth & Income Fund) and VUG (Vanguard Growth Index Fund) share 27.3% portfolio overlap as of CWGCX's May 31, 2026 filing and VUG's March 31, 2026 filing, across 40 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 VUG 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 VUG?

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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