ETF and Mutual Fund Analysis

Holdings as of April 30, 2026 (AFMFX) and September 30, 2025 (ITOT)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AFMFX vs ITOT Holdings as of April 30, 2026 (AFMFX) and September 30, 2025 (ITOT)

AFMFX vs ITOT: Portfolio Overlap

American Mutual Fund vs iShares Core S&P Total U.S. Stock Market ETF

37.8%
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.

AFMFX
154 equity holdings
as of April 30, 2026
ITOT
2484 equity holdings
as of September 30, 2025
130 stocks held in common
Overlap View Venn Diagram
37.8% OVERLAP AFMFX ITOT
Overlapping Holdings
10 Top 10 of 130 shared, by overlap contribution
# Stock AFMFX ITOT Overlap%
1
MSFT
 5.25% 5.94% 5.25%
2
AAPL
 2.42% 5.83% 2.42%
3
AVGO
 4.69% 2.39% 2.39%
4
META
 2.16% 2.46% 2.16%
5
GOOGL
 1.43% 2.18% 1.43%
6
JPM
 2.03% 1.34% 1.34%
7
GOOG
 1.12% 1.75% 1.12%
8
LLY
 3.05% 0.94% 0.94%
9
XOM
 1.45% 0.74% 0.74%
10
MA
 0.72% 0.72% 0.72%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFMFX — American Mutual Fund
StockWeight
TSM1.75%
BTI1.20%
TC Energy Corp0.93%
Rolls-Royce Holdings PLC0.63%
NATIONAL BANK OF CANADA0.52%
Only in ITOT — iShares Core S&P Total U.S. Stock Market ETF
StockWeight
NVDA7.02%
AMZN3.29%
TSLA1.93%
NFLX0.79%
WMT0.70%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between AFMFX and ITOT?

AFMFX (American Mutual Fund) and ITOT (iShares Core S&P Total U.S. Stock Market ETF) share 37.8% portfolio overlap as of AFMFX's April 30, 2026 filing and ITOT's September 30, 2025 filing, across 130 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 AFMFX and ITOT 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 AFMFX and ITOT?

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

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