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 > AIVSX vs SPYM Holdings as of March 31, 2026

AIVSX vs SPYM: Portfolio Overlap

Investment Co of America vs State Street(R) SPDR(R) Portfolio S&P 500(R) ETF

50.5%
Weighted portfolio overlap
High Overlap

The two funds are running highly redundant strategies — the same market exposure is paid for through two expense ratios.

AIVSX
171 equity holdings
as of March 31, 2026
SPYM
503 equity holdings
as of March 31, 2026
125 stocks held in common
Overlap View Venn Diagram
50.5% OVERLAP AIVSX SPYM
Overlapping Holdings
10 Top 10 of 125 shared, by overlap contribution
# Stock AIVSX SPYM Overlap%
1
NVDA
 6.71% 7.58% 6.71%
2
MSFT
 5.81% 4.92% 4.92%
3
AMZN
 4.85% 3.64% 3.64%
4
AVGO
 6.31% 2.63% 2.63%
5
GOOGL
 2.57% 3.00% 2.57%
6
AAPL
 2.29% 6.67% 2.29%
7
META
 2.68% 2.24% 2.24%
8
GOOG
 2.19% 2.40% 2.19%
9
LLY
 3.45% 1.30% 1.30%
10
JPM
 1.09% 1.42% 1.09%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AIVSX — Investment Co of America
StockWeight
British American Tobacco PLC2.72%
Taiwan Semiconductor Manufacturing Co Ltd1.62%
Canadian Natural Resources Ltd0.98%
Rolls-Royce Holdings PLC0.75%
TSM0.43%
Only in SPYM — State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
StockWeight
WMT0.97%
COST0.79%
CVX0.69%
PLTR0.60%
AMD0.59%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between AIVSX and SPYM?

AIVSX (Investment Co of America) and SPYM (State Street(R) SPDR(R) Portfolio S&P 500(R) ETF) share 50.5% portfolio overlap as of their March 31, 2026 filings, across 125 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 AIVSX and SPYM invest in the same stocks?

Largely yes. A substantial portion of both portfolios consists of the same stocks, leaving limited room for differentiation.

What are the top stocks held by both AIVSX and SPYM?

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

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