ETF and Mutual Fund Analysis

Holdings as of March 31, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > ANWFX vs IJR Holdings as of March 31, 2026

ANWFX vs IJR: Portfolio Overlap

New Perspective Fund vs iShares Core S&P Small-Cap ETF

0.0%
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
IJR
586 equity holdings
as of March 31, 2026
0 stocks held in common
Overlap View Venn Diagram
0.0% OVERLAP ANWFX IJR
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in ANWFX — New Perspective Fund
StockWeight
Taiwan Semiconductor Manufacturing Co Ltd4.26%
META3.79%
NVDA3.10%
AVGO2.95%
MSFT2.70%
Only in IJR — iShares Core S&P Small-Cap ETF
StockWeight
EMN0.60%
VIAV0.53%
PRIM0.53%
ESI0.53%
AGX0.52%

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

ANWFX (New Perspective Fund) and IJR (iShares Core S&P Small-Cap ETF) share 0.0% portfolio overlap as of their March 31, 2026 filings, across 0 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 IJR 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 IJR?

The most prominent shared holdings (by combined weight) are: none found. See the full common-holdings table on this page for weights in each fund.

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