ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

ANWFX vs IVV: Portfolio Overlap

New Perspective Fund vs iShares Core S&P 500 ETF

35.6%
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
IVV
503 equity holdings
as of September 30, 2025
99 stocks held in common
Overlap View Venn Diagram
35.6% OVERLAP ANWFX IVV
Overlapping Holdings
10 Top 10 of 99 shared, by overlap contribution
# Stock ANWFX IVV Overlap%
1
NVDA
 3.10% 7.98% 3.10%
2
META
 3.79% 2.79% 2.79%
3
AVGO
 2.95% 2.72% 2.72%
4
MSFT
 2.70% 6.75% 2.70%
5
TSLA
 2.66% 2.19% 2.19%
6
GOOG
 1.47% 1.99% 1.47%
7
AMZN
 1.45% 3.74% 1.45%
8
GOOGL
 1.37% 2.48% 1.37%
9
LLY
 1.53% 1.06% 1.06%
10
V
 0.86% 1.02% 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 IVV — iShares Core S&P 500 ETF
StockWeight
XOM0.84%
ORCL0.82%
JNJ0.78%
PLTR0.73%
PG0.63%

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

ANWFX (New Perspective Fund) and IVV (iShares Core S&P 500 ETF) share 35.6% portfolio overlap as of ANWFX's March 31, 2026 filing and IVV's September 30, 2025 filing, across 99 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 IVV 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 IVV?

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

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