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 IWF Holdings as of March 31, 2026

ABALX vs IWF: Portfolio Overlap

American Balanced Fund vs iShares Russell 1000 Growth ETF

31.8%
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.

ABALX
174 equity holdings
as of March 31, 2026
IWF
387 equity holdings
as of March 31, 2026
61 stocks held in common
Overlap View Venn Diagram
31.8% OVERLAP ABALX IWF
Overlapping Holdings
10 Top 10 of 61 shared, by overlap contribution
# Stock ABALX IWF Overlap%
1
AVGO
 5.47% 4.80% 4.80%
2
NVDA
 3.25% 12.95% 3.25%
3
MSFT
 3.23% 8.84% 3.23%
4
GOOGL
 2.83% 3.54% 2.83%
5
GOOG
 2.32% 2.88% 2.32%
6
LLY
 2.16% 2.66% 2.16%
7
V
 1.68% 1.84% 1.68%
8
AMZN
 1.30% 4.67% 1.30%
9
META
 1.17% 3.46% 1.17%
10
AAPL
 1.03% 11.66% 1.03%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in ABALX — American Balanced Fund
StockWeight
CAPITAL GROUP CENTRAL CORPORATE BOND FUND4.55%
TSM3.79%
PM3.63%
MU2.09%
Canadian Natural Resources Ltd1.66%
Only in IWF — iShares Russell 1000 Growth ETF
StockWeight
TSLA3.55%
COST1.60%
PLTR1.15%
GE1.07%
LRCX0.97%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between ABALX and IWF?

ABALX (American Balanced Fund) and IWF (iShares Russell 1000 Growth ETF) share 31.8% portfolio overlap as of their March 31, 2026 filings, across 61 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 IWF 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 ABALX and IWF?

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.

Related Comparisons
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