ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (ANWFX) and May 31, 2026 (IEMG)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > ANWFX vs IEMG Holdings as of March 31, 2026 (ANWFX) and May 31, 2026 (IEMG)

ANWFX vs IEMG: Portfolio Overlap

New Perspective Fund vs iShares Core MSCI Emerging Markets ETF

7.2%
Weighted portfolio overlap
Low Overlap

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

ANWFX
276 equity holdings
as of March 31, 2026
IEMG
2695 equity holdings
as of May 31, 2026
11 stocks held in common
Overlap View Venn Diagram
7.2% OVERLAP ANWFX IEMG
Overlapping Holdings
10 Top 10 of 11 shared, by overlap contribution
# Stock ANWFX IEMG Overlap%
1
Taiwan Semiconductor Manufacturing Co Ltd
 4.26% 12.52% 4.26%
2
Samsung Electronics Co Ltd
 0.84% 6.82% 0.84%
3
SK hynix Inc
 0.55% 5.83% 0.55%
4
Tencent Holdings Ltd
 0.45% 2.38% 0.45%
5
Bharti Airtel Ltd
 0.49% 0.34% 0.34%
6
MTN Group Ltd
 0.33% 0.16% 0.16%
7
Grupo Mexico SAB de CV
 0.16% 0.26% 0.16%
8
Hanwha Aerospace Co Ltd
 0.12% 0.18% 0.12%
9
Contemporary Amperex Technology Co Ltd
 0.17% 0.12% 0.12%
10
Hyundai Motor Co.
 0.11% 0.44% 0.11%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in ANWFX — New Perspective Fund
StockWeight
META3.79%
NVDA3.10%
AVGO2.95%
MSFT2.70%
TSLA2.66%
Only in IEMG — iShares Core MSCI Emerging Markets ETF
StockWeight
Alibaba Group Holding Ltd.1.83%
MediaTek Inc1.42%
Delta Electronics Inc1.03%
Hon Hai Precision Industry Co Ltd.0.79%
Samsung Electronics Co Ltd.0.75%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between ANWFX and IEMG?

ANWFX (New Perspective Fund) and IEMG (iShares Core MSCI Emerging Markets ETF) share 7.2% portfolio overlap as of ANWFX's March 31, 2026 filing and IEMG's May 31, 2026 filing, across 11 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 IEMG 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 ANWFX and IEMG?

The most prominent shared holdings (by combined weight) are: Taiwan Semiconductor Manufacturing Co Ltd, Samsung Electronics Co Ltd, SK hynix Inc. See the full common-holdings table on this page for weights in each fund.

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