ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

ANWFX vs SWPPX: Portfolio Overlap

New Perspective Fund vs Schwab S&P 500 Index Fund

34.7%
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
SWPPX
501 equity holdings
as of April 30, 2026
100 stocks held in common
Overlap View Venn Diagram
34.7% OVERLAP ANWFX SWPPX
Overlapping Holdings
10 Top 10 of 100 shared, by overlap contribution
# Stock ANWFX SWPPX Overlap%
1
NVDA
 3.10% 7.85% 3.10%
2
AVGO
 2.95% 3.21% 2.95%
3
MSFT
 2.70% 4.90% 2.70%
4
META
 3.79% 2.17% 2.17%
5
TSLA
 2.66% 1.74% 1.74%
6
GOOG
 1.47% 2.89% 1.47%
7
AMZN
 1.45% 4.19% 1.45%
8
GOOGL
 1.37% 3.63% 1.37%
9
LLY
 1.53% 1.20% 1.20%
10
V
 0.86% 0.90% 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 SWPPX — Schwab S&P 500 Index Fund
StockWeight
XOM1.04%
AMD0.94%
JNJ0.90%
CSCO0.59%
CVX0.59%

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

ANWFX (New Perspective Fund) and SWPPX (Schwab S&P 500 Index Fund) share 34.7% portfolio overlap as of ANWFX's March 31, 2026 filing and SWPPX's April 30, 2026 filing, across 100 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 SWPPX 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 SWPPX?

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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