Home > Compare > CSPAX vs IVV Holdings as of March 31, 2026 (CSPAX) and September 30, 2025 (IVV)

CSPAX vs IVV: Portfolio Overlap

SMALLCAP World Fund Inc vs iShares Core S&P 500 ETF

0.5%

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

IVV

503 equity holdings
as of September 30, 2025

17 stocks held in common

Overlap View Venn Diagram

Overlapping Holdings

10 Top 10 of 17 shared, by overlap contribution

#	Stock	CSPAX	IVV	Overlap%
1	FITB	0.14%	0.05%	0.05%
2	LEN	0.12%	0.05%	0.05%
3	DXCM	0.11%	0.05%	0.05%
4	DRI	0.08%	0.04%	0.04%
5	PODD	0.04%	0.04%	0.04%
6	MAS	0.13%	0.03%	0.03%
7	BLDR	0.11%	0.02%	0.02%
8	SWKS	0.08%	0.02%	0.02%
9	Norwegian Cruise Line Holdings	0.13%	0.02%	0.02%
10	WYNN	0.16%	0.02%	0.02%

Most Divergent Holdings Stocks held by one fund but absent from the other

Only in CSPAX — SMALLCAP World Fund Inc

Stock	Weight
FIX	1.52%
LITE	1.32%
DIPLOMA PLC	1.06%
TopBuild Corp	0.91%
Kokusai Electric Corp	0.81%

Only in IVV — iShares Core S&P 500 ETF

Stock	Weight
NVDA	7.98%
MSFT	6.75%
AAPL	6.62%
AMZN	3.74%
META	2.79%

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 IVV?

CSPAX (SMALLCAP World Fund Inc) and IVV (iShares Core S&P 500 ETF) share 0.5% portfolio overlap as of CSPAX's March 31, 2026 filing and IVV's September 30, 2025 filing, across 17 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 IVV 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 IVV?

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

Related Comparisons

AGTHX — Growth Fund of America vs CSPAX — SMALLCAP World Fund Inc AMCFX — AMCAP Fund vs IVV — iShares Core S&P 500 ETF CSPAX — SMALLCAP World Fund Inc vs IEFA — iShares Core MSCI EAFE ETF FSPSX — Fidelity International Index Fund vs IVV — iShares Core S&P 500 ETF IJH — iShares Core S&P Mid-Cap ETF vs IVV — iShares Core S&P 500 ETF CSPAX — SMALLCAP World Fund Inc vs FDGRX — Fidelity Growth Company Fund