ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (AFICX) and April 30, 2026 (RSP)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AFICX vs RSP Holdings as of March 31, 2026 (AFICX) and April 30, 2026 (RSP)

AFICX vs RSP: Portfolio Overlap

American Funds Fundamental Investors vs Invesco S&P 500 Equal Weight ETF

20.6%
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
RSP
503 equity holdings
as of April 30, 2026
136 stocks held in common
Overlap View Venn Diagram
20.6% OVERLAP AFICX RSP
Overlapping Holdings
10 Top 10 of 136 shared, by overlap contribution
# Stock AFICX RSP Overlap%
1
WDC
 0.56% 0.31% 0.31%
2
UNH
 0.81% 0.25% 0.25%
3
CVNA
 0.34% 0.25% 0.25%
4
GEV
 0.42% 0.25% 0.25%
5
AMZN
 2.90% 0.24% 0.24%
6
MU
 2.20% 0.24% 0.24%
7
KEYS
 0.27% 0.24% 0.24%
8
URI
 0.39% 0.24% 0.24%
9
AVGO
 6.15% 0.24% 0.24%
10
APO
 0.30% 0.23% 0.23%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFICX — American Funds Fundamental Investors
StockWeight
British American Tobacco PLC2.38%
Taiwan Semiconductor Manufacturing Co Ltd2.24%
SK hynix Inc1.72%
TSM1.18%
Royal Caribbean Cruises Ltd.1.00%
Only in RSP — Invesco S&P 500 Equal Weight ETF
StockWeight
STX0.34%
ON0.33%
AMD0.33%
SNDK0.32%
CIEN0.30%

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

AFICX (American Funds Fundamental Investors) and RSP (Invesco S&P 500 Equal Weight ETF) share 20.6% portfolio overlap as of AFICX's March 31, 2026 filing and RSP's April 30, 2026 filing, across 136 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 RSP 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 RSP?

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

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