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 VUG Holdings as of March 31, 2026

AFICX vs VUG: Portfolio Overlap

American Funds Fundamental Investors vs Vanguard Growth Index Fund

35.3%
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
VUG
153 equity holdings
as of March 31, 2026
53 stocks held in common
Overlap View Venn Diagram
35.3% OVERLAP AFICX VUG
Overlapping Holdings
10 Top 10 of 53 shared, by overlap contribution
# Stock AFICX VUG Overlap%
1
MSFT
 4.67% 9.10% 4.67%
2
AVGO
 6.15% 4.41% 4.41%
3
GOOG
 3.77% 4.39% 3.77%
4
NVDA
 3.74% 13.33% 3.74%
5
AMZN
 2.90% 4.60% 2.90%
6
META
 2.40% 4.15% 2.40%
7
GOOGL
 1.65% 5.54% 1.65%
8
AAPL
 1.58% 12.33% 1.58%
9
V
 1.26% 1.65% 1.26%
10
LLY
 0.98% 2.60% 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 VUG — VANGUARD GROWTH INDEX FUND
StockWeight
AMD1.11%
PLTR1.07%
LRCX0.90%
ORCL0.86%
MCD0.75%

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

AFICX (American Funds Fundamental Investors) and VUG (Vanguard Growth Index Fund) share 35.3% portfolio overlap as of their March 31, 2026 filings, across 53 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 VUG 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 VUG?

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

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