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 SPYM Holdings as of March 31, 2026

ABALX vs SPYM: Portfolio Overlap

American Balanced Fund vs State Street(R) SPDR(R) Portfolio S&P 500(R) ETF

39.3%
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
SPYM
503 equity holdings
as of March 31, 2026
119 stocks held in common
Overlap View Venn Diagram
39.3% OVERLAP ABALX SPYM
Overlapping Holdings
10 Top 10 of 119 shared, by overlap contribution
# Stock ABALX SPYM Overlap%
1
NVDA
 3.25% 7.58% 3.25%
2
MSFT
 3.23% 4.92% 3.23%
3
GOOGL
 2.83% 3.00% 2.83%
4
AVGO
 5.47% 2.63% 2.63%
5
GOOG
 2.32% 2.40% 2.32%
6
LLY
 2.16% 1.30% 1.30%
7
AMZN
 1.30% 3.64% 1.30%
8
META
 1.17% 2.24% 1.17%
9
AAPL
 1.03% 6.67% 1.03%
10
V
 1.68% 0.91% 0.91%
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%
Canadian Natural Resources Ltd1.66%
SK hynix Inc1.19%
Wheaton Precious Metals Corp1.16%
Only in SPYM — State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
StockWeight
TSLA1.87%
BRK.B1.57%
WMT0.97%
COST0.79%
PLTR0.60%

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 SPYM?

ABALX (American Balanced Fund) and SPYM (State Street(R) SPDR(R) Portfolio S&P 500(R) ETF) share 39.2% portfolio overlap as of their March 31, 2026 filings, across 119 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 SPYM 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 SPYM?

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

Related Comparisons
IWF — iShares Russell 1000 Growth ETF vs SPYM — State Street(R) SPDR(R) Portfolio S&P 500(R) ETFFCFMX — Fidelity Series Total Market Index Fund vs SPYM — State Street(R) SPDR(R) Portfolio S&P 500(R) ETFITOT — iShares Core S&P Total U.S. Stock Market ETF vs SPYM — State Street(R) SPDR(R) Portfolio S&P 500(R) ETFSPYM — State Street(R) SPDR(R) Portfolio S&P 500(R) ETF vs VUG — VANGUARD GROWTH INDEX FUNDSPYM — State Street(R) SPDR(R) Portfolio S&P 500(R) ETF vs VEA — VANGUARD DEVELOPED MARKETS INDEX FUNDABALX — American Balanced Fund vs FBGRX — Fidelity Blue Chip Growth Fund