Home > Compare > AFMFX vs SPY Holdings as of April 30, 2026 (AFMFX) and August 12, 2026 (SPY)

AFMFX vs SPY: Portfolio Overlap

American Mutual Fund vs SPDR® S&P 500® ETF Trust

39.1%

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

SPY

505 equity holdings
as of August 12, 2026

120 stocks held in common

Overlap View Venn Diagram

Overlapping Holdings

10 Top 10 of 120 shared, by overlap contribution

#	Stock	AFMFX	SPY	Overlap%
1	MSFT	5.25%	5.49%	5.25%
2	AVGO	4.69%	2.95%	2.95%
3	AAPL	2.42%	6.66%	2.42%
4	META	2.16%	1.91%	1.91%
5	JPM	2.03%	1.47%	1.47%
6	LLY	3.05%	1.45%	1.45%
7	GOOGL	1.43%	3.02%	1.43%
8	GOOG	1.12%	2.43%	1.12%
9	JNJ	1.13%	0.94%	0.94%
10	CSCO	2.14%	0.73%	0.73%

Most Divergent Holdings Stocks held by one fund but absent from the other

Only in AFMFX — American Mutual Fund

Stock	Weight
TSM	1.75%
XOM	1.45%
Linde PLC	1.27%
BTI	1.20%
TC Energy Corp	0.93%

Only in SPY — SPDR® S&P 500® ETF Trust

Stock	Weight
NVDA	8.14%
AMZN	3.92%
MU	1.54%
TSLA	1.38%
AMD	1.18%

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Frequently Asked Questions (FAQs)

What is the portfolio overlap between AFMFX and SPY?

AFMFX (American Mutual Fund) and SPY (SPDR® S&P 500® ETF Trust) share 39.1% portfolio overlap as of AFMFX's April 30, 2026 filing and SPY's August 12, 2026 filing, across 120 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 SPY 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 SPY?

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

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