ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (ANWFX) and August 12, 2026 (SPY)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > ANWFX vs SPY Holdings as of March 31, 2026 (ANWFX) and August 12, 2026 (SPY)

ANWFX vs SPY: Portfolio Overlap

New Perspective Fund vs SPDR® S&P 500® ETF Trust

33.2%
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
SPY
505 equity holdings
as of August 12, 2026
90 stocks held in common
Overlap View Venn Diagram
33.2% OVERLAP ANWFX SPY
Overlapping Holdings
10 Top 10 of 90 shared, by overlap contribution
# Stock ANWFX SPY Overlap%
1
NVDA
 3.10% 8.14% 3.10%
2
AVGO
 2.95% 2.95% 2.95%
3
MSFT
 2.70% 5.49% 2.70%
4
META
 3.79% 1.91% 1.91%
5
GOOG
 1.47% 2.43% 1.47%
6
AMZN
 1.45% 3.92% 1.45%
7
LLY
 1.53% 1.45% 1.45%
8
TSLA
 2.66% 1.38% 1.38%
9
GOOGL
 1.37% 3.02% 1.37%
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%
Royal Caribbean Cruises Ltd.1.25%
TotalEnergies SE1.20%
SHOP1.15%
Only in SPY — SPDR® S&P 500® ETF Trust
StockWeight
AMD1.18%
XOM0.99%
JNJ0.94%
CSCO0.73%
AMAT0.65%

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

ANWFX (New Perspective Fund) and SPY (SPDR® S&P 500® ETF Trust) share 33.2% portfolio overlap as of ANWFX's March 31, 2026 filing and SPY's August 12, 2026 filing, across 90 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 SPY 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 SPY?

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

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