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 > CSPAX vs IJH Holdings as of March 31, 2026

CSPAX vs IJH: Portfolio Overlap

SMALLCAP World Fund Inc vs iShares Core S&P Mid-Cap ETF

16.2%
Weighted portfolio overlap
Low Overlap

Low Overlap. The two portfolios have highly distinct allocations: little of the weight sits in the same stocks.

CSPAX
815 equity holdings
as of March 31, 2026
IJH
399 equity holdings
as of March 31, 2026
103 stocks held in common
Overlap View Venn Diagram
16.2% OVERLAP CSPAX IJH
Overlapping Holdings
10 Top 10 of 103 shared, by overlap contribution
# Stock CSPAX IJH Overlap%
1
ATI
 0.80% 0.62% 0.62%
2
Fabrinet
 0.53% 0.59% 0.53%
3
MKSI
 0.75% 0.48% 0.48%
4
RGLD
 0.40% 0.65% 0.40%
5
RenaissanceRe Holdings Ltd
 0.36% 0.41% 0.36%
6
LSCC
 0.34% 0.40% 0.34%
7
TOL
 0.34% 0.41% 0.34%
8
ENSG
 0.33% 0.36% 0.33%
9
SPXC
 0.42% 0.31% 0.31%
10
TopBuild Corp
 0.91% 0.31% 0.31%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in CSPAX — SMALLCAP World Fund Inc
StockWeight
FIX1.52%
LITE1.32%
DIPLOMA PLC1.06%
Kokusai Electric Corp0.81%
Bombardier Inc0.72%
Only in IJH — iShares Core S&P Mid-Cap ETF
StockWeight
TechnipFMC plc0.88%
CASY0.85%
UTHR0.80%
CW0.79%
FLEX LTD0.76%

Run the full interactive analysis — compare up to 5 funds at once, see Venn diagrams, heatmaps, and more.

Run Full Analysis →
Frequently Asked Questions (FAQs)
What is the portfolio overlap between CSPAX and IJH?

CSPAX (SMALLCAP World Fund Inc) and IJH (iShares Core S&P Mid-Cap ETF) share 16.2% portfolio overlap as of their March 31, 2026 filings, across 103 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 CSPAX and IJH 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 CSPAX and IJH?

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

Related Comparisons
IJH — iShares Core S&P Mid-Cap ETF vs VWO — VANGUARD EMERGING MARKETS STOCK INDEX FUNDIJH — iShares Core S&P Mid-Cap ETF vs QQQ — Invesco QQQ Trust, Series 1AGTHX — Growth Fund of America vs IJH — iShares Core S&P Mid-Cap ETFFSPSX — Fidelity International Index Fund vs IJH — iShares Core S&P Mid-Cap ETFIJH — iShares Core S&P Mid-Cap ETF vs VTI — VANGUARD TOTAL STOCK MARKET INDEX FUNDAMCFX — AMCAP Fund vs CSPAX — SMALLCAP World Fund Inc