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 VFIAX Holdings as of March 31, 2026

ANWFX vs VFIAX: Portfolio Overlap

New Perspective Fund vs Vanguard 500 Index Fund

34.4%
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
VFIAX
504 equity holdings
as of March 31, 2026
91 stocks held in common
Overlap View Venn Diagram
34.4% OVERLAP ANWFX VFIAX
Overlapping Holdings
10 Top 10 of 91 shared, by overlap contribution
# Stock ANWFX VFIAX Overlap%
1
NVDA
 3.10% 7.59% 3.10%
2
MSFT
 2.70% 4.93% 2.70%
3
AVGO
 2.95% 2.63% 2.63%
4
META
 3.79% 2.24% 2.24%
5
TSLA
 2.66% 1.87% 1.87%
6
GOOG
 1.47% 2.40% 1.47%
7
AMZN
 1.45% 3.65% 1.45%
8
GOOGL
 1.37% 3.00% 1.37%
9
LLY
 1.53% 1.31% 1.31%
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 VFIAX — VANGUARD 500 INDEX FUND
StockWeight
XOM1.27%
JNJ1.06%
CVX0.69%
PLTR0.60%
PG0.60%

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

ANWFX (New Perspective Fund) and VFIAX (Vanguard 500 Index Fund) share 34.4% portfolio overlap as of their March 31, 2026 filings, 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 VFIAX 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 VFIAX?

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

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