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

AMECX vs XLK: Portfolio Overlap

Income Fund of America vs State Street(R) Technology Select Sector SPDR(R) ETF

3.9%

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

XLK

75 equity holdings
as of August 12, 2026

3 stocks held in common

Overlap View Venn Diagram

Overlapping Holdings

3 Sorted by overlap contribution

#	Stock	AMECX	XLK	Overlap%
1	AVGO	2.19%	5.22%	2.19%
2	IBM	0.96%	1.44%	0.96%
3	MSFT	0.76%	9.70%	0.76%

Most Divergent Holdings Stocks held by one fund but absent from the other

Only in AMECX — Income Fund of America

Stock	Weight
PM	3.00%
AMGN	2.58%
EOG	2.47%
UNH	2.28%
SO	2.23%

Only in XLK — State Street(R) Technology Select Sector SPDR(R) ETF

Stock	Weight
NVDA	14.39%
AAPL	11.77%
AMD	3.98%
MU	3.75%
INTC	3.23%

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Frequently Asked Questions (FAQs)

What is the portfolio overlap between AMECX and XLK?

AMECX (Income Fund of America) and XLK (State Street(R) Technology Select Sector SPDR(R) ETF) share 3.9% portfolio overlap as of AMECX's April 30, 2026 filing and XLK's August 12, 2026 filing, across 3 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 XLK 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 XLK?

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

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