ETF and Mutual Fund Analysis

Holdings as of April 30, 2026 (AMECX) and August 12, 2026 (SPY)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AMECX vs SPY: Portfolio Overlap

Income Fund of America vs SPDR® S&P 500® ETF Trust

16.3%
Weighted portfolio overlap
Low Overlap

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

AMECX
201 equity holdings
as of April 30, 2026
SPY
505 equity holdings
as of August 12, 2026
70 stocks held in common
Overlap View Venn Diagram
16.3% OVERLAP AMECX SPY
Overlapping Holdings
10 Top 10 of 70 shared, by overlap contribution
# Stock AMECX SPY Overlap%
1
AVGO
2.19% 2.95% 2.19%
2
JPM
1.13% 1.47% 1.13%
3
JNJ
0.87% 0.94% 0.87%
4
MSFT
0.76% 5.49% 0.76%
5
ABBV
1.07% 0.66% 0.66%
6
UNH
2.28% 0.55% 0.55%
7
CVX
0.86% 0.55% 0.55%
8
HD
1.01% 0.51% 0.51%
9
KO
1.03% 0.50% 0.50%
10
PG
0.63% 0.50% 0.50%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AMECX — Income Fund of America
StockWeight
Taiwan Semiconductor Manufacturing Co Ltd2.01%
TotalEnergies SE1.88%
Agnico Eagle Mines Ltd1.81%
Canadian Natural Resources Ltd1.79%
BAE Systems PLC1.63%
Only in SPY — SPDR® S&P 500® ETF Trust
StockWeight
NVDA8.14%
AAPL6.66%
AMZN3.92%
GOOGL3.02%
GOOG2.43%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between AMECX and SPY?

AMECX (Income Fund of America) and SPY (SPDR® S&P 500® ETF Trust) share 16.3% portfolio overlap as of AMECX's April 30, 2026 filing and SPY's August 12, 2026 filing, across 70 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 AMECX and SPY 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 AMECX and SPY?

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