ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (ABALX) and May 31, 2026 (IEMG)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > ABALX vs IEMG Holdings as of March 31, 2026 (ABALX) and May 31, 2026 (IEMG)

ABALX vs IEMG: Portfolio Overlap

American Balanced Fund vs iShares Core MSCI Emerging Markets ETF

2.2%
Weighted portfolio overlap
Low Overlap

Low Overlap. The two portfolios have highly distinct allocations: little of the weight sits in the same stocks.

ABALX
174 equity holdings
as of March 31, 2026
IEMG
2695 equity holdings
as of May 31, 2026
4 stocks held in common
Overlap View Venn Diagram
2.2% OVERLAP ABALX IEMG
Overlapping Holdings
4 Sorted by overlap contribution
# Stock ABALX IEMG Overlap%
1
SK hynix Inc
 1.19% 5.83% 1.19%
2
Taiwan Semiconductor Manufacturing Co Ltd
 0.65% 12.52% 0.65%
3
Grupo Mexico SAB de CV
 0.26% 0.26% 0.26%
4
SCCO
 0.07% 0.12% 0.07%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in ABALX — American Balanced Fund
StockWeight
AVGO5.47%
CAPITAL GROUP CENTRAL CORPORATE BOND FUND4.55%
TSM3.79%
PM3.63%
NVDA3.25%
Only in IEMG — iShares Core MSCI Emerging Markets ETF
StockWeight
Samsung Electronics Co Ltd6.82%
Tencent Holdings Ltd2.38%
Alibaba Group Holding Ltd.1.83%
MediaTek Inc1.42%
Delta Electronics Inc1.03%

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 ABALX and IEMG?

ABALX (American Balanced Fund) and IEMG (iShares Core MSCI Emerging Markets ETF) share 2.2% portfolio overlap as of ABALX's March 31, 2026 filing and IEMG's May 31, 2026 filing, across 4 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 ABALX and IEMG 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 ABALX and IEMG?

The most prominent shared holdings (by combined weight) are: SK hynix Inc, Taiwan Semiconductor Manufacturing Co Ltd, Grupo Mexico SAB de CV. See the full common-holdings table on this page for weights in each fund.

Related Comparisons
ABALX — American Balanced Fund vs VIIIX — VANGUARD INSTITUTIONAL INDEX FUNDIEMG — iShares Core MSCI Emerging Markets ETF vs VUG — VANGUARD GROWTH INDEX FUNDABALX — American Balanced Fund vs VTSAX — VANGUARD TOTAL STOCK MARKET INDEX FUNDABALX — American Balanced Fund vs AGTHX — Growth Fund of AmericaABALX — American Balanced Fund vs PIMIX — PIMCO Income FundABALX — American Balanced Fund vs QQQ — Invesco QQQ Trust, Series 1