Home > Compare > AFICX vs SPYM Holdings as of March 31, 2026

AFICX vs SPYM: Portfolio Overlap

American Funds Fundamental Investors vs State Street(R) SPDR(R) Portfolio S&P 500(R) ETF

41.6%

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

SPYM

503 equity holdings
as of March 31, 2026

144 stocks held in common

Overlap View Venn Diagram

Overlapping Holdings

10 Top 10 of 144 shared, by overlap contribution

#	Stock	AFICX	SPYM	Overlap%
1	MSFT	4.67%	4.92%	4.67%
2	NVDA	3.74%	7.58%	3.74%
3	AMZN	2.90%	3.64%	2.90%
4	AVGO	6.15%	2.63%	2.63%
5	GOOG	3.77%	2.40%	2.40%
6	META	2.40%	2.24%	2.24%
7	GOOGL	1.65%	3.00%	1.65%
8	AAPL	1.58%	6.67%	1.58%
9	LLY	0.98%	1.30%	0.98%
10	V	1.26%	0.91%	0.91%

Most Divergent Holdings Stocks held by one fund but absent from the other

Only in AFICX — American Funds Fundamental Investors

Stock	Weight
British American Tobacco PLC	2.38%
Taiwan Semiconductor Manufacturing Co Ltd	2.24%
SK hynix Inc	1.72%
TSM	1.18%
MELI	0.90%

Only in SPYM — State Street(R) SPDR(R) Portfolio S&P 500(R) ETF

Stock	Weight
JNJ	1.05%
PLTR	0.60%
AMD	0.59%
CSCO	0.55%
MRK	0.53%

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Frequently Asked Questions (FAQs)

What is the portfolio overlap between AFICX and SPYM?

AFICX (American Funds Fundamental Investors) and SPYM (State Street(R) SPDR(R) Portfolio S&P 500(R) ETF) share 41.6% portfolio overlap as of their March 31, 2026 filings, across 144 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 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 AFICX and SPYM?

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

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