ETF and Mutual Fund Analysis

Holdings as of May 31, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > CWGCX vs VWELX Holdings as of May 31, 2026

CWGCX vs VWELX: Portfolio Overlap

Capital World Growth & Income Fund vs Vanguard Wellington Fund

29.1%
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
VWELX
82 equity holdings
as of May 31, 2026
38 stocks held in common
Overlap View Venn Diagram
29.1% OVERLAP CWGCX VWELX
Overlapping Holdings
10 Top 10 of 38 shared, by overlap contribution
# Stock CWGCX VWELX Overlap%
1
AVGO
 4.65% 4.16% 4.16%
2
NVDA
 2.62% 7.89% 2.62%
3
MSFT
 2.35% 5.77% 2.35%
4
AMZN
 2.30% 5.30% 2.30%
5
GOOGL
 2.28% 7.36% 2.28%
6
AAPL
 1.97% 6.29% 1.97%
7
MU
 2.66% 1.69% 1.69%
8
LLY
 1.63% 1.88% 1.63%
9
META
 1.36% 2.59% 1.36%
10
INTC
 1.10% 1.43% 1.10%
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%
GOOG2.20%
Softbank Group Corp.1.45%
ASML Holding NV1.40%
Vale SA1.25%
Only in VWELX — VANGUARD WELLINGTON FUND
StockWeight
AMD1.77%
MRK1.45%
UBS Group AG1.39%
NDAQ1.37%
DVN1.29%

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

CWGCX (Capital World Growth & Income Fund) and VWELX (Vanguard Wellington Fund) share 29.1% portfolio overlap as of their May 31, 2026 filings, across 38 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 VWELX 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 VWELX?

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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