ETF and Mutual Fund Analysis

Holdings as of April 30, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AFMFX vs RSP Holdings as of April 30, 2026

AFMFX vs RSP: Portfolio Overlap

American Mutual Fund vs Invesco S&P 500 Equal Weight ETF

21.1%
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
RSP
503 equity holdings
as of April 30, 2026
122 stocks held in common
Overlap View Venn Diagram
21.1% OVERLAP AFMFX RSP
Overlapping Holdings
10 Top 10 of 122 shared, by overlap contribution
# Stock AFMFX RSP Overlap%
1
TXN
 0.81% 0.27% 0.27%
2
UNH
 0.74% 0.25% 0.25%
3
CAT
 0.64% 0.24% 0.24%
4
GLW
 0.74% 0.24% 0.24%
5
AVGO
 4.69% 0.24% 0.24%
6
MS
 0.39% 0.23% 0.23%
7
KLAC
 0.40% 0.23% 0.23%
8
BKR
 0.58% 0.23% 0.23%
9
BX
 0.60% 0.23% 0.23%
10
CSCO
 2.14% 0.23% 0.23%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFMFX — American Mutual Fund
StockWeight
TSM1.75%
Linde PLC1.27%
BTI1.20%
TC Energy Corp0.93%
Medtronic PLC0.80%
Only in RSP — Invesco S&P 500 Equal Weight ETF
StockWeight
INTC0.38%
STX0.34%
ON0.33%
AMD0.33%
SNDK0.32%

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

AFMFX (American Mutual Fund) and RSP (Invesco S&P 500 Equal Weight ETF) share 21.1% portfolio overlap as of their April 30, 2026 filings, across 122 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 RSP 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 RSP?

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

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