Home > Compare > ANWFX vs IEFA Holdings as of March 31, 2026 (ANWFX) and April 30, 2026 (IEFA)

ANWFX vs IEFA: Portfolio Overlap

New Perspective Fund vs iShares Core MSCI EAFE ETF

21.1%

Weighted portfolio overlap

Moderate Overlap

Moderate Overlap. A recognisable amount of shared weight, common among funds drawing on the same large-cap pool. Much of it typically sits in the top conviction holdings.

ANWFX

276 equity holdings
as of March 31, 2026

IEFA

2632 equity holdings
as of April 30, 2026

109 stocks held in common

Overlap View Venn Diagram

Overlapping Holdings

10 Top 10 of 109 shared, by overlap contribution

#	Stock	ANWFX	IEFA	Overlap%
1	AstraZeneca PLC	2.09%	1.17%	1.17%
2	ASML Holding NV	1.07%	2.23%	1.07%
3	NESTLE' SA/AG	0.78%	1.03%	0.78%
4	TotalEnergies SE	1.20%	0.73%	0.73%
5	SCHNEIDER ELECTRIC SE	0.67%	0.69%	0.67%
6	HITACHI LTD	0.64%	0.58%	0.58%
7	Rolls-Royce Holdings PLC	0.73%	0.54%	0.54%
8	Siemens AG	0.49%	0.90%	0.49%
9	AIRBUS SE	0.80%	0.48%	0.48%
10	AIA Group Ltd	0.81%	0.46%	0.46%

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

Only in ANWFX — New Perspective Fund

Stock	Weight
Taiwan Semiconductor Manufacturing Co Ltd	4.26%
META	3.79%
NVDA	3.10%
AVGO	2.95%
MSFT	2.70%

Only in IEFA — iShares Core MSCI EAFE ETF

Stock	Weight
Novartis AG	1.11%
COMMONWEALTH BANK OF AUSTRALIA	0.84%
BHP Group Ltd	0.80%
MITSUBISHI UFJ FINANCIAL GROUP INC	0.80%
TOYOTA MOTOR CORP	0.72%

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Frequently Asked Questions (FAQs)

What is the portfolio overlap between ANWFX and IEFA?

ANWFX (New Perspective Fund) and IEFA (iShares Core MSCI EAFE ETF) share 21.1% portfolio overlap as of ANWFX's March 31, 2026 filing and IEFA's April 30, 2026 filing, across 109 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 ANWFX and IEFA invest in the same stocks?

Somewhat. The two funds share a meaningful set of stocks, though each also holds distinct positions the other does not.

What are the top stocks held by both ANWFX and IEFA?

The most prominent shared holdings (by combined weight) are: AstraZeneca PLC, ASML Holding NV, NESTLE' SA/AG. See the full common-holdings table on this page for weights in each fund.

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