ETF and Mutual Fund Analysis

Holdings as of May 31, 2026 (CWGCX) and August 13, 2026 (XLK)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > CWGCX vs XLK Holdings as of May 31, 2026 (CWGCX) and August 13, 2026 (XLK)

CWGCX vs XLK: Portfolio Overlap

Capital World Growth & Income Fund vs State Street(R) Technology Select Sector SPDR(R) ETF

18.1%
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
XLK
75 equity holdings
as of August 13, 2026
16 stocks held in common
Overlap View Venn Diagram
18.1% OVERLAP CWGCX XLK
Overlapping Holdings
10 Top 10 of 16 shared, by overlap contribution
# Stock CWGCX XLK Overlap%
1
AVGO
 4.65% 5.19% 4.65%
2
MU
 2.66% 3.87% 2.66%
3
NVDA
 2.62% 14.33% 2.62%
4
MSFT
 2.35% 9.69% 2.35%
5
AAPL
 1.97% 11.77% 1.97%
6
INTC
 1.10% 3.31% 1.10%
7
AMAT
 0.75% 2.72% 0.75%
8
ORCL
 0.58% 1.70% 0.58%
9
WDC
 0.38% 1.08% 0.38%
10
APH
 0.28% 1.31% 0.28%
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%
AMZN2.30%
GOOGL2.28%
GOOG2.20%
PM1.98%
Only in XLK — State Street(R) Technology Select Sector SPDR(R) ETF
StockWeight
AMD3.94%
LRCX2.70%
PLTR2.63%
PANW2.06%
KLAC1.75%

Run the full interactive analysis — compare up to 5 funds at once, see Venn diagrams, heatmaps, and more.

Run Full Analysis →
Frequently Asked Questions (FAQs)
What is the portfolio overlap between CWGCX and XLK?

CWGCX (Capital World Growth & Income Fund) and XLK (State Street(R) Technology Select Sector SPDR(R) ETF) share 18.1% portfolio overlap as of CWGCX's May 31, 2026 filing and XLK's August 13, 2026 filing, across 16 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 XLK 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 XLK?

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

Related Comparisons
FIWGX — Strategic Advisers Fidelity Core Income Fund vs XLK — State Street(R) Technology Select Sector SPDR(R) ETFCWGCX — Capital World Growth & Income Fund vs FCISX — Franklin Income FundAIVSX — Investment Co of America vs CWGCX — Capital World Growth & Income FundCWGCX — Capital World Growth & Income Fund vs VTIAX — VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDAMECX — Income Fund of America vs CWGCX — Capital World Growth & Income FundCWGCX — Capital World Growth & Income Fund vs QCSTFX — College Retirement Equities Fund - Total Global Stock Account