ETF and Mutual Fund Analysis

Holdings as of May 31, 2026 (AMCFX) and March 31, 2026 (IJR)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AMCFX vs IJR Holdings as of May 31, 2026 (AMCFX) and March 31, 2026 (IJR)

AMCFX vs IJR: Portfolio Overlap

AMCAP Fund vs iShares Core S&P Small-Cap ETF

0.0%
Weighted portfolio overlap
Low Overlap

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

AMCFX
113 equity holdings
as of May 31, 2026
IJR
586 equity holdings
as of March 31, 2026
0 stocks held in common
Overlap View Venn Diagram
0.0% OVERLAP AMCFX IJR
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AMCFX — AMCAP Fund
StockWeight
AVGO7.72%
NVDA7.16%
AMZN6.32%
GOOGL5.87%
MSFT5.73%
Only in IJR — iShares Core S&P Small-Cap ETF
StockWeight
EMN0.60%
VIAV0.53%
PRIM0.53%
ESI0.53%
AGX0.52%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between AMCFX and IJR?

AMCFX (AMCAP Fund) and IJR (iShares Core S&P Small-Cap ETF) share 0.0% portfolio overlap as of AMCFX's May 31, 2026 filing and IJR's March 31, 2026 filing, across 0 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 AMCFX and IJR 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 AMCFX and IJR?

The most prominent shared holdings (by combined weight) are: none found. See the full common-holdings table on this page for weights in each fund.

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