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 VUG Holdings as of March 31, 2026

ANWFX vs VUG: Portfolio Overlap

New Perspective Fund vs Vanguard Growth Index Fund

32.1%
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
VUG
153 equity holdings
as of March 31, 2026
46 stocks held in common
Overlap View Venn Diagram
32.1% OVERLAP ANWFX VUG
Overlapping Holdings
10 Top 10 of 46 shared, by overlap contribution
# Stock ANWFX VUG Overlap%
1
META
 3.79% 4.15% 3.79%
2
NVDA
 3.10% 13.33% 3.10%
3
AVGO
 2.95% 4.41% 2.95%
4
MSFT
 2.70% 9.10% 2.70%
5
TSLA
 2.66% 3.48% 2.66%
6
LLY
 1.53% 2.60% 1.53%
7
GOOG
 1.47% 4.39% 1.47%
8
AMZN
 1.45% 4.60% 1.45%
9
GOOGL
 1.37% 5.54% 1.37%
10
V
 0.86% 1.65% 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 VUG — VANGUARD GROWTH INDEX FUND
StockWeight
AMD1.11%
PLTR1.07%
LRCX0.90%
ORCL0.86%
TJX0.60%

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

ANWFX (New Perspective Fund) and VUG (Vanguard Growth Index Fund) share 32.1% portfolio overlap as of their March 31, 2026 filings, across 46 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 VUG 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 VUG?

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.

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