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 QQQ Holdings as of March 31, 2026

ANWFX vs QQQ: Portfolio Overlap

New Perspective Fund vs Invesco QQQ Trust, Series 1

28.7%
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
QQQ
101 equity holdings
as of March 31, 2026
34 stocks held in common
Overlap View Venn Diagram
28.7% OVERLAP ANWFX QQQ
Overlapping Holdings
10 Top 10 of 34 shared, by overlap contribution
# Stock ANWFX QQQ Overlap%
1
META
 3.79% 3.46% 3.46%
2
NVDA
 3.10% 8.69% 3.10%
3
AVGO
 2.95% 3.01% 2.95%
4
MSFT
 2.70% 5.64% 2.70%
5
TSLA
 2.66% 3.81% 2.66%
6
GOOG
 1.47% 3.20% 1.47%
7
AMZN
 1.45% 4.59% 1.45%
8
GOOGL
 1.37% 3.43% 1.37%
9
COST
 0.84% 2.50% 0.84%
10
SHOP
 1.15% 0.82% 0.82%
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%
LLY1.53%
Royal Caribbean Cruises Ltd.1.25%
TotalEnergies SE1.20%
Only in QQQ — Invesco QQQ Trust, Series 1
StockWeight
PLTR1.90%
AMD1.88%
CSCO1.74%
AMAT1.54%
LRCX1.51%

Run the full interactive analysis — compare up to 5 funds at once, see Venn diagrams, heatmaps, and more.

Run Full Analysis →
Frequently Asked Questions (FAQs)
What is the portfolio overlap between ANWFX and QQQ?

ANWFX (New Perspective Fund) and QQQ (Invesco QQQ Trust, Series 1) share 28.7% portfolio overlap as of their March 31, 2026 filings, across 34 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 QQQ 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 QQQ?

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

Related Comparisons
ANWFX — New Perspective Fund vs VWO — VANGUARD EMERGING MARKETS STOCK INDEX FUNDABALX — American Balanced Fund vs ANWFX — New Perspective FundABALX — American Balanced Fund vs QQQM — Invesco NASDAQ 100 ETFAEGFX — EUPAC Fund vs ANWFX — New Perspective FundAEGFX — EUPAC Fund vs QQQ — Invesco QQQ Trust, Series 1AEGFX — EUPAC Fund vs QQQM — Invesco NASDAQ 100 ETF