AGTHX vs IEMG: 4% overlap

American Funds Growth Fund of America A and iShares Core MSCI Emerging Markets ETF share 3.7% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Different holding dates. These holdings were published about 5 months apart — AGTHX as of 2026-02-28, the rest through 2026-07-23. Each fund is compared using its most recent file, so any trading in between shows up as a difference.

Hold both, 50/50
2.0Effective Funds

You would hold two tickers and get the diversification of 2.0. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
3.7%
AGTHX expense ratio
0.61%
IEMG expense ratio
0.09%

Top shared holdings

AGTHX and IEMG hold 14 of the same securities. The ten contributing most to the overlap figure:

Holdingin AGTHXin IEMGΔ
23302.3%13.4%11.1%
0006600.8%5.3%4.5%
0059300.2%6.3%6.1%
NU0.1%0.4%0.3%
SCCO0.1%0.1%0.0%
HAL0.3%0.1%0.3%
DMART0.1%0.0%0.0%
TEL0.0%0.0%0.0%
60980.2%0.0%0.2%
MRP0.0%0.0%0.0%

Where AGTHX and IEMG differ

Sector weights as a share of each fund, ordered by the size of the gap rather than the size of the sector — two funds that overlap heavily still usually diverge somewhere.

SectorAGTHXIEMGΔ
Financials6.5%18.1%11.6pp
Information Technology30.6%39.8%9.2pp
Health Care11.0%3.1%+7.8pp
Communication Services13.2%5.4%+7.8pp
Unclassified7.6%0.0%+7.6pp
Materials1.5%5.8%4.2pp
Consumer Discretionary12.7%8.5%+4.2pp
Industrials9.8%7.7%+2.1pp

Δ is AGTHX minus IEMG, in percentage points. Sector data is not published by every issuer, so “Unclassified” is a real category rather than a gap in the table.

What each fund holds alone

Only in AGTHX
294 positions

94.4% of AGTHX by weight, held in no part of IEMG.

Only in IEMG
2,775 positions

73.6% of IEMG by weight, held in no part of AGTHX.

A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.

Concentration and cost

AGTHXIEMG
Top 10 holdings36.7%33.6%
Positions held3092,790
Cost per $10,000 held, per year$61$9

Cost is the expense ratio applied to $10,000; it excludes any brokerage commission, bid-ask spread or tax consequence. Figures are facts about the funds, not a suggestion about which to hold.

Frequently asked

How much do AGTHX and IEMG overlap?

AGTHX and IEMG overlap 3.7% by portfolio weight — largely distinct portfolios. They share 14 holdings. The figure comes from current issuer holdings files (AGTHX as of 2026-02-28, IEMG as of 2026-07-23).

How is the overlap between AGTHX and IEMG calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If AGTHX holds a stock at 6% and IEMG holds the same stock at 4%, 4% counts as shared. The result is bounded between 0% and 100%, and it is computed after looking through any fund-of-funds to the underlying holdings.

Is it redundant to hold both AGTHX and IEMG?

That depends on your goals — we state facts, not advice. At 3.7% overlap, each fund still contributes meaningfully distinct exposure.

What does AGTHX own that IEMG doesn't?

AGTHX holds 309 positions and IEMG holds 2,790; 294 of AGTHX's positions don't appear in IEMG at all, and they are 94.4% of AGTHX by weight.

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Related comparisons

Sources: issuer holdings files, AGTHX as of 2026-02-28, IEMG as of 2026-07-23. Weights are fractions of each fund. Diagnostics, not advice.