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 QQQ Holdings as of March 31, 2026

AFICX vs QQQ: Portfolio Overlap

American Funds Fundamental Investors vs Invesco QQQ Trust, Series 1

33.5%
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
QQQ
101 equity holdings
as of March 31, 2026
39 stocks held in common
Overlap View Venn Diagram
33.5% OVERLAP AFICX QQQ
Overlapping Holdings
10 Top 10 of 39 shared, by overlap contribution
# Stock AFICX QQQ Overlap%
1
MSFT
 4.67% 5.64% 4.67%
2
NVDA
 3.74% 8.69% 3.74%
3
GOOG
 3.77% 3.20% 3.20%
4
AVGO
 6.15% 3.01% 3.01%
5
AMZN
 2.90% 4.59% 2.90%
6
META
 2.40% 3.46% 2.40%
7
MU
 2.20% 2.15% 2.15%
8
GOOGL
 1.65% 3.43% 1.65%
9
AAPL
 1.58% 7.64% 1.58%
10
KLAC
 1.25% 1.09% 1.09%
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%
TDG2.25%
Taiwan Semiconductor Manufacturing Co Ltd2.24%
SK hynix Inc1.72%
Only in QQQ — Invesco QQQ Trust, Series 1
StockWeight
PLTR1.90%
AMD1.88%
CSCO1.74%
LRCX1.51%
LIN1.30%

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

AFICX (American Funds Fundamental Investors) and QQQ (Invesco QQQ Trust, Series 1) share 33.5% portfolio overlap as of their March 31, 2026 filings, across 39 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 QQQ 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 QQQ?

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

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