ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

ANWFX vs XLK: Portfolio Overlap

New Perspective Fund vs State Street(R) Technology Select Sector SPDR(R) ETF

12.4%
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
XLK
75 equity holdings
as of August 12, 2026
14 stocks held in common
Overlap View Venn Diagram
12.4% OVERLAP ANWFX XLK
Overlapping Holdings
10 Top 10 of 14 shared, by overlap contribution
# Stock ANWFX XLK Overlap%
1
NVDA
 3.10% 14.39% 3.10%
2
AVGO
 2.95% 5.22% 2.95%
3
MSFT
 2.70% 9.70% 2.70%
4
AAPL
 0.62% 11.77% 0.62%
5
MU
 0.62% 3.75% 0.62%
6
APH
 0.57% 1.35% 0.57%
7
KLAC
 0.51% 1.76% 0.51%
8
CRM
 0.33% 1.02% 0.33%
9
CDNS
 0.26% 0.58% 0.26%
10
KEYS
 0.25% 0.39% 0.25%
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%
META3.79%
TSLA2.66%
AstraZeneca PLC2.09%
LLY1.53%
Only in XLK — State Street(R) Technology Select Sector SPDR(R) ETF
StockWeight
AMD3.98%
CSCO3.17%
AMAT2.82%
LRCX2.64%
PLTR2.54%

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

ANWFX (New Perspective Fund) and XLK (State Street(R) Technology Select Sector SPDR(R) ETF) share 12.4% portfolio overlap as of ANWFX's March 31, 2026 filing and XLK's August 12, 2026 filing, across 14 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 XLK 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 XLK?

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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