ETF and Mutual Fund Analysis

Holdings as of April 30, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AMECX vs SWPPX Holdings as of April 30, 2026

AMECX vs SWPPX: Portfolio Overlap

Income Fund of America vs Schwab S&P 500 Index Fund

17.0%
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
SWPPX
501 equity holdings
as of April 30, 2026
76 stocks held in common
Overlap View Venn Diagram
17.0% OVERLAP AMECX SWPPX
Overlapping Holdings
10 Top 10 of 76 shared, by overlap contribution
# Stock AMECX SWPPX Overlap%
1
AVGO
 2.19% 3.21% 2.19%
2
JPM
 1.13% 1.37% 1.13%
3
JNJ
 0.87% 0.90% 0.87%
4
MSFT
 0.76% 4.90% 0.76%
5
ABBV
 1.07% 0.61% 0.61%
6
CVX
 0.86% 0.59% 0.59%
7
PG
 0.63% 0.55% 0.55%
8
UNH
 2.28% 0.54% 0.54%
9
HD
 1.01% 0.53% 0.53%
10
KO
 1.03% 0.49% 0.49%
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 SWPPX — Schwab S&P 500 Index Fund
StockWeight
NVDA7.85%
AAPL6.45%
AMZN4.19%
GOOGL3.63%
GOOG2.89%

Run the full interactive analysis — compare up to 5 funds at once, see Venn diagrams, heatmaps, and more.

Run Full Analysis →
Frequently Asked Questions (FAQs)
What is the portfolio overlap between AMECX and SWPPX?

AMECX (Income Fund of America) and SWPPX (Schwab S&P 500 Index Fund) share 17.0% portfolio overlap as of their April 30, 2026 filings, across 76 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 SWPPX 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 SWPPX?

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.

Related Comparisons
IEMG — iShares Core MSCI Emerging Markets ETF vs SWPPX — Schwab S&P 500 Index FundQQQM — Invesco NASDAQ 100 ETF vs SWPPX — Schwab S&P 500 Index FundSWPPX — Schwab S&P 500 Index Fund vs VWENX — VANGUARD WELLINGTON FUNDSWPPX — Schwab S&P 500 Index Fund vs VFIAX — VANGUARD 500 INDEX FUNDAMECX — Income Fund of America vs VTI — VANGUARD TOTAL STOCK MARKET INDEX FUNDDODGX — Dodge & Cox Stock Fund vs SWPPX — Schwab S&P 500 Index Fund