ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (AFICX) and August 12, 2026 (XLK)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AFICX vs XLK Holdings as of March 31, 2026 (AFICX) and August 12, 2026 (XLK)

AFICX vs XLK: Portfolio Overlap

American Funds Fundamental Investors vs State Street(R) Technology Select Sector SPDR(R) ETF

20.8%
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
XLK
75 equity holdings
as of August 12, 2026
15 stocks held in common
Overlap View Venn Diagram
20.8% OVERLAP AFICX XLK
Overlapping Holdings
10 Top 10 of 15 shared, by overlap contribution
# Stock AFICX XLK Overlap%
1
AVGO
 6.15% 5.22% 5.22%
2
MSFT
 4.67% 9.70% 4.67%
3
NVDA
 3.74% 14.39% 3.74%
4
MU
 2.20% 3.75% 2.20%
5
AAPL
 1.58% 11.77% 1.58%
6
KLAC
 1.25% 1.76% 1.25%
7
CRM
 0.57% 1.02% 0.57%
8
WDC
 0.56% 1.01% 0.56%
9
KEYS
 0.27% 0.39% 0.27%
10
INTC
 0.23% 3.23% 0.23%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFICX — American Funds Fundamental Investors
StockWeight
PM4.13%
GOOG3.77%
AMZN2.90%
META2.40%
British American Tobacco PLC2.38%
Only in XLK — State Street(R) Technology Select Sector SPDR(R) ETF
StockWeight
AMD3.98%
CSCO3.17%
LRCX2.64%
PLTR2.54%
PANW2.03%

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

AFICX (American Funds Fundamental Investors) and XLK (State Street(R) Technology Select Sector SPDR(R) ETF) share 20.8% portfolio overlap as of AFICX's March 31, 2026 filing and XLK's August 12, 2026 filing, across 15 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 XLK 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 XLK?

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

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