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 > AFICX vs IJR Holdings as of March 31, 2026

AFICX vs IJR: Portfolio Overlap

American Funds Fundamental Investors 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.

AFICX
238 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 AFICX IJR
Overlapping Holdings
1 Sorted by overlap contribution
# Stock AFICX IJR Overlap%
1
CZR
 0.13% 0.37% 0.13%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFICX — American Funds Fundamental Investors
StockWeight
AVGO6.15%
MSFT4.67%
PM4.13%
GOOG3.77%
NVDA3.74%
Only in IJR — iShares Core S&P Small-Cap ETF
StockWeight
EMN0.60%
VIAV0.53%
PRIM0.53%
ESI0.53%
AGX0.52%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between AFICX and IJR?

AFICX (American Funds Fundamental Investors) 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 AFICX 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 AFICX and IJR?

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

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