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 VB Holdings as of March 31, 2026

AIVSX vs VB: Portfolio Overlap

Investment Co of America vs Vanguard Small-Cap Index Fund

1.1%
Weighted portfolio overlap
Low Overlap

Low Overlap. The two portfolios have highly distinct allocations: little of the weight sits in the same stocks.

AIVSX
171 equity holdings
as of March 31, 2026
VB
1312 equity holdings
as of March 31, 2026
9 stocks held in common
Overlap View Venn Diagram
1.1% OVERLAP AIVSX VB
Overlapping Holdings
9 Sorted by overlap contribution
# Stock AIVSX VB Overlap%
1
EXE
 0.24% 0.37% 0.24%
2
SWK
 0.26% 0.15% 0.15%
3
ATO
 0.15% 0.43% 0.15%
4
PNW
 0.14% 0.17% 0.14%
5
DOW
 0.13% 0.21% 0.13%
6
UDR
 0.11% 0.16% 0.11%
7
XPO
 0.09% 0.30% 0.09%
8
OWL
 0.19% 0.04% 0.04%
9
VSNT
 0.02% 0.07% 0.02%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AIVSX — Investment Co of America
StockWeight
NVDA6.71%
AVGO6.31%
MSFT5.81%
AMZN4.85%
LLY3.45%
Only in VB — VANGUARD SMALL-CAP INDEX FUND
StockWeight
EME0.46%
NRG0.44%
TPR0.40%
CIEN0.39%
FTI0.39%

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

AIVSX (Investment Co of America) and VB (Vanguard Small-Cap Index Fund) share 1.1% portfolio overlap as of their March 31, 2026 filings, across 9 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 VB invest in the same stocks?

Mostly not. Only a small portion of their portfolios overlaps — these funds hold largely different stocks and genuinely diversify each other.

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

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

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