ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (ANWFX) and September 30, 2025 (ITOT)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > ANWFX vs ITOT Holdings as of March 31, 2026 (ANWFX) and September 30, 2025 (ITOT)

ANWFX vs ITOT: Portfolio Overlap

New Perspective Fund vs iShares Core S&P Total U.S. Stock Market ETF

34.2%
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
ITOT
2484 equity holdings
as of September 30, 2025
118 stocks held in common
Overlap View Venn Diagram
34.2% OVERLAP ANWFX ITOT
Overlapping Holdings
10 Top 10 of 118 shared, by overlap contribution
# Stock ANWFX ITOT Overlap%
1
NVDA
 3.10% 7.02% 3.10%
2
MSFT
 2.70% 5.94% 2.70%
3
META
 3.79% 2.46% 2.46%
4
AVGO
 2.95% 2.39% 2.39%
5
TSLA
 2.66% 1.93% 1.93%
6
GOOG
 1.47% 1.75% 1.47%
7
AMZN
 1.45% 3.29% 1.45%
8
GOOGL
 1.37% 2.18% 1.37%
9
LLY
 1.53% 0.94% 0.94%
10
V
 0.86% 0.89% 0.86%
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%
AstraZeneca PLC2.09%
TotalEnergies SE1.20%
SHOP1.15%
UNICREDIT SPA1.08%
Only in ITOT — iShares Core S&P Total U.S. Stock Market ETF
StockWeight
XOM0.74%
ORCL0.72%
JNJ0.69%
PLTR0.64%
PG0.55%

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

ANWFX (New Perspective Fund) and ITOT (iShares Core S&P Total U.S. Stock Market ETF) share 34.2% portfolio overlap as of ANWFX's March 31, 2026 filing and ITOT's September 30, 2025 filing, across 118 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 ITOT 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 ITOT?

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

Related Comparisons
ANWFX — New Perspective Fund vs VUG — VANGUARD GROWTH INDEX FUNDANWFX — New Perspective Fund vs IWF — iShares Russell 1000 Growth ETFFSAKX — Strategic Advisers U.S. Total Stock Fund vs ITOT — iShares Core S&P Total U.S. Stock Market ETFFSKAX — Fidelity Total Market Index Fund vs ITOT — iShares Core S&P Total U.S. Stock Market ETFIEMG — iShares Core MSCI Emerging Markets ETF vs ITOT — iShares Core S&P Total U.S. Stock Market ETFANWFX — New Perspective Fund vs VEA — VANGUARD DEVELOPED MARKETS INDEX FUND