ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (ANWFX) and April 30, 2026 (RSP)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > ANWFX vs RSP Holdings as of March 31, 2026 (ANWFX) and April 30, 2026 (RSP)

ANWFX vs RSP: Portfolio Overlap

New Perspective Fund vs Invesco S&P 500 Equal Weight ETF

15.1%
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
RSP
503 equity holdings
as of April 30, 2026
91 stocks held in common
Overlap View Venn Diagram
15.1% OVERLAP ANWFX RSP
Overlapping Holdings
10 Top 10 of 91 shared, by overlap contribution
# Stock ANWFX RSP Overlap%
1
GEV
 0.26% 0.25% 0.25%
2
CAT
 0.27% 0.24% 0.24%
3
AMZN
 1.45% 0.24% 0.24%
4
MU
 0.62% 0.24% 0.24%
5
KEYS
 0.25% 0.24% 0.24%
6
AVGO
 2.95% 0.24% 0.24%
7
KKR
 0.24% 0.23% 0.23%
8
KLAC
 0.51% 0.23% 0.23%
9
C
 0.55% 0.23% 0.23%
10
CARR
 0.30% 0.22% 0.22%
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%
Royal Caribbean Cruises Ltd.1.25%
TotalEnergies SE1.20%
SHOP1.15%
Only in RSP — Invesco S&P 500 Equal Weight ETF
StockWeight
STX0.34%
ON0.33%
AMD0.33%
SNDK0.32%
WDC0.31%

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

ANWFX (New Perspective Fund) and RSP (Invesco S&P 500 Equal Weight ETF) share 15.1% portfolio overlap as of ANWFX's March 31, 2026 filing and RSP's April 30, 2026 filing, across 91 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 RSP 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 RSP?

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

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