ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AFICX vs SWPPX: Portfolio Overlap

American Funds Fundamental Investors vs Schwab S&P 500 Index Fund

42.4%
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
SWPPX
501 equity holdings
as of April 30, 2026
144 stocks held in common
Overlap View Venn Diagram
42.4% OVERLAP AFICX SWPPX
Overlapping Holdings
10 Top 10 of 144 shared, by overlap contribution
# Stock AFICX SWPPX Overlap%
1
MSFT
 4.67% 4.90% 4.67%
2
NVDA
 3.74% 7.85% 3.74%
3
AVGO
 6.15% 3.21% 3.21%
4
AMZN
 2.90% 4.19% 2.90%
5
GOOG
 3.77% 2.89% 2.89%
6
META
 2.40% 2.17% 2.17%
7
GOOGL
 1.65% 3.63% 1.65%
8
AAPL
 1.58% 6.45% 1.58%
9
LLY
 0.98% 1.20% 0.98%
10
MU
 2.20% 0.94% 0.94%
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%
MELI0.90%
Only in SWPPX — Schwab S&P 500 Index Fund
StockWeight
AMD0.94%
JNJ0.90%
CSCO0.59%
LRCX0.52%
PLTR0.51%

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

AFICX (American Funds Fundamental Investors) and SWPPX (Schwab S&P 500 Index Fund) share 42.4% portfolio overlap as of AFICX's March 31, 2026 filing and SWPPX's April 30, 2026 filing, 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 SWPPX 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 SWPPX?

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

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