Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
EVGLX vs AAHTX
Shared holdings
1
EVGLX covered by AAHTX
4.23%
AAHTX covered by EVGLX
4.23%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
EVGLX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| NEW PERSPECTIVE FUND R6 (NPF CL R6) | 4.23% | |
| Invesco Nasdaq Next Gen 100 ETF | 3.27% | |
| VANGUARD US MOMENTUM FACTOR MUTUAL FUND | 3.12% | |
| WisdomTree U.S. Value Fund | 2.89% | |
| Vanguard Total World Stock ETF | 2.68% | |
| VNGRD MULTI ETF | 2.67% | |
| State Street SPDR Global Dow ETF | 2.58% | |
| Vanguard Strategic Equity Fund - Class Investor | 2.51% | |
| Invesco Dorsey Wright Developed Markets Momentum ETF | 2.47% | |
| ISHARES US SMALLCAP EQUITY F MUTUAL FUND | 2.43% | |
| DFA U.S. Targeted Value Portfolio - Class Institutional | 2.40% | |
| VictoryShares U.S. Small Mid Cap Value Momentum ETF | 2.38% | |
| iShares Morningstar Small-Cap Growth ETF | 2.34% | |
| First Trust U.S. Equity Opportunities ETF | 2.32% | |
| Vanguard Russell 2000 Growth | 2.29% | |
| SCHW-US L/C GRW | 2.28% | |
| Vanguard Strategic Small-Cap Equity Investor Class | 2.27% | |
| Nuveen Large Cap Growth Index Fund - Class R6 | 2.25% | |
| VANGUARD GRW ETF | 2.24% | |
| Vanguard Global Capital Cycles Fund - Class Investor | 2.09% | |
| SS SPDR S&P15 VT | 1.86% | |
| Vanguard S&P 500 ETF | 1.83% | |
| Schwab Fundamental U.S. Large Company ETF | 1.72% | |
| iShares Morningstar Value ETF | 1.65% | |
| U.S. Large Company Portfolio | 1.59% | |
| VANGUARD LARGE-CAP ETF MUTUAL FUND | 1.59% | |
| Vanguard Mega Cap ETF | 1.58% | |
| ISHARES CONVT BD | 1.58% | |
| Dimensional Global Equity Portfolio - Class Institutional | 1.52% | |
| T ROWE PR INST FLTNG RT-INST | 1.51% | |
| WisdomTree U.S. LargeCap Fund | 1.44% | |
| KRANESHARES MSCI E-MKT EX-CH MUTUAL FUND | 1.36% | |
| iShares MSCI International Value Factor ETF | 1.32% | |
| DFA International Value Portfolio - Class Institutional | 1.31% | |
| Invesco S&P International Developed Momentum ETF | 1.27% | |
| Eaton Vance Total Return Bond ETF | 1.25% | |
| FMR-ENH INTL | 1.18% | |
| Vanguard Intermediate-Term Bond ETF | 1.07% | |
| ISHARES INTERNATIONAL SMALL MUTUAL FUND | 1.01% | |
| Vanguard Emerging Markets Bond Fund, Admiral Shares | 1.01% | |
| Vanguard International Explorer Fund - Class Investor | 1.00% | |
| Allspring Core Plus Bond Fund - Class R6 | 0.99% | |
| iShares MSCI Global Silver & Metals Miners ETF | 0.99% | |
| Pacer Aristotle Pacific Floating Rate High Income ETF | 0.98% | |
| ISHARES EMERGING MARKETS EQU MUTUAL FUND | 0.92% | |
| Dodge & Cox Global Bond Fund - Class I | 0.91% | |
| Avantis Emerging Markets Equity ETF | 0.88% | |
| ISHARES MSCI GLOBAL GOLD MIN MUTUAL FUND | 0.85% | |
| WisdomTree Interest Rate Hedged High Yield Bond Fund | 0.81% | |
| ISHARES 10 20 YEAR TREASURY BOND ETF | 0.74% |
AAHTX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| FUNDAMENTAL INVESTORS R6 (FI CL R6) | 7.76% | |
| AMERICAN BALANCED FUND R6 (AMBAL CL R6) | 7.67% | |
| CAPITAL WORLD GROWTH AND INCOME FUND R6 (WGI CL R6) | 7.17% | |
| AMERICAN MUTUAL FUND R6 (AMF CL R6) | 7.00% | |
| GROWTH FUND OF AMERICA (THE) R6 (GFA CL R6) | 6.99% | |
| NEW PERSPECTIVE FUND R6 (NPF CL R6) | 6.98% | |
| AMCAP-R6 | 6.91% | |
| WASHINGTON MUTUAL INVESTORS FUND R6 (WMIF CL R6) | 6.73% | |
| SMALLCAP WORLD FUND INC R6 | 6.71% | |
| NEW WORLD FUND INC R6 (NWF CL R6) | 5.67% | |
| U S GOVERNMENT SECURITIES FUND R6 (GVT CL R6) | 4.94% | |
| NEW ECONOMY FUND (THE) R6 (NEF CL R6) | 4.07% | |
| INCOME FUND OF AMERICA (THE) R6 (IFA CL R6) | 4.02% | |
| INVESTMENT COMPANY OF AMERICA (THE) R6 (ICA CL R6) | 3.98% | |
| AMERICAN FUNDS GLOBAL INSIGHT FUND R6 (GIF R6) | 3.98% | |
| CAPITAL INCOME BUILDER R6 (CIB CL R6) | 3.04% | |
| AMERICAN FUNDS GLOBAL BALANCED FUND R6 (GBAL CL R6) | 2.02% | |
| EUPAC FUND CL R6 (EUPAC CL R6) | 1.52% | |
| AMERICAN FUNDS EMERGING MARKETS BOND FUND R6 (EMBF CL R6) | 0.84% | |
| INTERNATIONAL GROWTH AND INCOME FUND R6 (IGI CL R6) | 0.51% | |
| CAPITAL WORLD BOND FUND R6 (WBF CL R6) | 0.51% | |
| AMERICAN FUNDS MULTI-SECTOR INCOME FUND CL R6 (MSI-R6) | 0.50% | |
| AMERICAN FUNDS INFLATION LINKED BOND R6 (ILBF CL R6) | 0.33% | |
| BOND FUND OF AMERICA (THE) R6 (BFA CL R6) | 0.08% | |
| AMERICAN FUNDS U.S. SMALL AND MID CAP EQUITY FUND CL R6 (SMID CL R6) | 0.08% |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.