ETF and Mutual Fund Analysis

Holdings as of March 31, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > ABALX vs IJR Holdings as of March 31, 2026

ABALX vs IJR: Portfolio Overlap

American Balanced Fund vs iShares Core S&P Small-Cap ETF

0.1%
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
IJR
586 equity holdings
as of March 31, 2026
1 stocks held in common
Overlap View Venn Diagram
0.1% OVERLAP ABALX IJR
Overlapping Holdings
1 Sorted by overlap contribution
# Stock ABALX IJR Overlap%
1
MOH
 0.11% 0.47% 0.11%
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 IJR — iShares Core S&P Small-Cap ETF
StockWeight
EMN0.60%
VIAV0.53%
PRIM0.53%
ESI0.53%
AGX0.52%

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 IJR?

ABALX (American Balanced Fund) and IJR (iShares Core S&P Small-Cap ETF) share 0.1% portfolio overlap as of their March 31, 2026 filings, across 1 common stock. 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 IJR 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 IJR?

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

Related Comparisons
ABALX — American Balanced Fund vs CSPAX — SMALLCAP World Fund IncABALX — American Balanced Fund vs AMECX — Income Fund of AmericaFCFMX — Fidelity Series Total Market Index Fund vs IJR — iShares Core S&P Small-Cap ETFABALX — American Balanced Fund vs ITOT — iShares Core S&P Total U.S. Stock Market ETFABALX — American Balanced Fund vs IWF — iShares Russell 1000 Growth ETFIJR — iShares Core S&P Small-Cap ETF vs VXUS — VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND