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Fund comparison · from official SEC filings

AFMFX vs IWB: how much do they overlap?

American Mutual Fund and iShares Russell 1000 ETF

Fund A

vs

Fund B

Holdings overlap

39%

of assets, by weight

Shared positions

129

of 155 / 1,009 holdings

AFMFX expense ratio

0.27%

net, per year

IWB expense ratio

0.15%

net, per year

Shared holdings

Company

AFMFX

IWB

A

AAPLAPPLE INC

2.33%

6.07%

M

MSFTMICROSOFT CORP

5.06%

4.55%

A

AVGOBROADCOM INC

4.52%

2.37%

L

LLYELI LILLY & CO

2.94%

1.22%

P

PMPHILIP MORRIS INTERNATIONAL

2.88%

0.43%

G

GOOGLALPHABET INC-CL A

1.38%

2.77%

S

SBUXSTARBUCKS CORP

2.41%

0.17%

G

GOOGALPHABET INC-CL C

1.08%

2.25%

M

METAMETA PLATFORMS INC-CLASS A

2.08%

2.07%

C

CSCOCISCO SYSTEMS INC

2.06%

0.51%

A

ABBVABBVIE INC

2.01%

0.64%

J

JPMJPMORGAN CHASE & CO

1.96%

1.33%

M

MDLZMONDELEZ INTERNATIONAL INC-A

1.91%

0.12%

G

GEGENERAL ELECTRIC

1.79%

0.49%

C

CARRCARRIER GLOBAL CORP

1.66%

0.07%

C

CNPCENTERPOINT ENERGY INC

1.55%

0.05%

H

HDHOME DEPOT INC

1.48%

0.54%

N

NEENEXTERA ENERGY INC

1.47%

0.32%

B

BRK.BBERKSHIRE HATHAWAY INC-CL B

0.14%

1.47%

R

RTXRTX CORP

1.44%

0.43%

E

EXMOCEXXON MOBIL CORP

1.39%

1.19%

A

AMATAPPLIED MATERIALS INC

1.38%

0.45%

G

GILDGILEAD SCIENCES INC

1.33%

0.29%

K

KOCOCA-COLA CO/THE

1.31%

0.49%

W

WFCWELLS FARGO & CO

1.23%

0.41%

Only in AFMFX

C

CMQXXCAPITAL GROUP CNTRL CSH-M

3.72%

T

TSMTAIWAN SEMICONDUCTOR-SP ADR

1.69%

B

BTIBRITISH AMERICAN TOB-SP ADR

1.15%

T

TRPTC ENERGY CORP

0.89%

R

RYCEYROLLS-ROYCE HOLDINGS-SP ADR

0.61%

?

—HONEYWELL INTERNATIONAL INC

0.52%

N

NTIOFNATIONAL BANK OF CANADA

0.51%

T

TAKTAKEDA PHARMACEUTIC-SP ADR

0.26%

I

IFCZFINTACT FINANCIAL CORP

0.18%

B

BRK.ABERKSHIRE HATHAWAY INC-CL A

0.14%

C

CNQCANADIAN NATURAL RESOURCES

0.13%

A

AZNASTRAZENECA PLC

0.10%

S

SDZXFSANDOZ GROUP AG

0.10%

O

ORCL 6.5 01.15.29 DORACLE CORP

0.10%

N

NTRNUTRIEN LTD

0.07%

B

BAESYBAE SYSTEMS PLC -SPON ADR

0.07%

S

SNYSANOFI-ADR

0.06%

S

SNYNFSANOFI

0.05%

M

MVRXXMSILF GOVERNMENT-INST

0.01%

T

TFDXXBLCKRCK LIQ FDFND-INST

0.01%

D

DTRXXBNY DREYFUS TREASURY OBLIGAT

0.01%

G

GVMXXSTATE ST INST US GOV MM-PREM

0.00%

F

FIGXXFIDELITY INV MMKT GOVT-I

0.00%

F

FGTXXGLDMN SCHS FIN SQ GV-FST

0.00%

A

AGPXXINVESCO GVT & AGNCY-INST

0.00%

Only in IWB

N

NVDANVIDIA CORP

6.77%

A

AMZNAMAZON.COM INC

3.31%

T

TSLATESLA INC

1.74%

W

WMTWALMART INC

0.90%

N

NFLXNETFLIX INC

0.68%

B

BISXXBCF INSTITUTIONAL-SL AGNCY

0.66%

C

CVXCHEVRON CORP

0.64%

M

MUMICRON TECHNOLOGY INC

0.63%

A

AMDADVANCED MICRO DEVICES

0.54%

P

PLTRPALANTIR TECHNOLOGIES INC-A

0.53%

M

MRKMERCK & CO. INC.

0.50%

L

LRCXLAM RESEARCH CORP

0.44%

G

GSGOLDMAN SACHS GROUP INC

0.41%

G

GEVGE VERNOVA INC

0.39%

I

IBMINTL BUSINESS MACHINES CORP

0.37%

C

CCITIGROUP INC

0.33%

I

INTCINTEL CORP

0.32%

T

TJXTJX COMPANIES INC

0.30%

D

DISWALT DISNEY CO/THE

0.28%

A

AXPAMERICAN EXPRESS CO

0.27%

I

ISRGINTUITIVE SURGICAL INC

0.27%

P

PFEPFIZER INC

0.26%

A

ADIANALOG DEVICES INC

0.26%

B

BABOEING CO/THE

0.25%

U

UBERUBER TECHNOLOGIES INC

0.24%

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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.