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 IWF Holdings as of March 31, 2026

AFICX vs IWF: Portfolio Overlap

American Funds Fundamental Investors vs iShares Russell 1000 Growth ETF

34.6%
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.

AFICX
238 equity holdings
as of March 31, 2026
IWF
387 equity holdings
as of March 31, 2026
79 stocks held in common
Overlap View Venn Diagram
34.6% OVERLAP AFICX IWF
Overlapping Holdings
10 Top 10 of 79 shared, by overlap contribution
# Stock AFICX IWF Overlap%
1
AVGO
 6.15% 4.80% 4.80%
2
MSFT
 4.67% 8.84% 4.67%
3
NVDA
 3.74% 12.95% 3.74%
4
AMZN
 2.90% 4.67% 2.90%
5
GOOG
 3.77% 2.88% 2.88%
6
META
 2.40% 3.46% 2.40%
7
GOOGL
 1.65% 3.54% 1.65%
8
AAPL
 1.58% 11.66% 1.58%
9
V
 1.26% 1.84% 1.26%
10
LLY
 0.98% 2.66% 0.98%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFICX — American Funds Fundamental Investors
StockWeight
PM4.13%
British American Tobacco PLC2.38%
Taiwan Semiconductor Manufacturing Co Ltd2.24%
MU2.20%
SK hynix Inc1.72%
Only in IWF — iShares Russell 1000 Growth ETF
StockWeight
PLTR1.15%
LRCX0.97%
ORCL0.89%
AMD0.69%
ISRG0.59%

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

AFICX (American Funds Fundamental Investors) and IWF (iShares Russell 1000 Growth ETF) share 34.6% portfolio overlap as of their March 31, 2026 filings, across 79 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 AFICX 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 AFICX and IWF?

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

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