ETF and Mutual Fund Analysis

Holdings as of April 30, 2026 (AWSHX) and May 31, 2026 (FSAKX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AWSHX vs FSAKX Holdings as of April 30, 2026 (AWSHX) and May 31, 2026 (FSAKX)

AWSHX vs FSAKX: Portfolio Overlap

Washington Mutual Investors Fund vs Strategic Advisers U.S. Total Stock Fund

36.3%
Weighted portfolio overlap
Moderate Overlap

Moderate Overlap. A recognisable amount of shared weight, common among funds drawing on the same large-cap pool. Much of it typically sits in the top conviction holdings.

AWSHX
198 equity holdings
as of April 30, 2026
FSAKX
1984 equity holdings
as of May 31, 2026
172 stocks held in common
Overlap View Venn Diagram
36.3% OVERLAP AWSHX FSAKX
Overlapping Holdings
10 Top 10 of 172 shared, by overlap contribution
# Stock AWSHX FSAKX Overlap%
1
MSFT
 4.82% 3.51% 3.51%
2
AAPL
 2.52% 4.18% 2.52%
3
AVGO
 7.79% 2.30% 2.30%
4
GOOGL
 2.09% 2.06% 2.06%
5
NVDA
 1.70% 5.37% 1.70%
6
GOOG
 1.61% 2.21% 1.61%
7
META
 1.41% 1.59% 1.41%
8
XOM
 1.01% 0.86% 0.86%
9
LLY
 1.69% 0.84% 0.84%
10
MA
 0.93% 0.74% 0.74%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AWSHX — Washington Mutual Investors Fund
StockWeight
Canadian Natural Resources Ltd0.54%
LII0.40%
BOEING CO/THE0.38%
KKR & CO INC0.29%
SAP SE0.28%
Only in FSAKX — Strategic Advisers U.S. Total Stock Fund
StockWeight
Fidelity Mt. Vernon Street Trust5.57%
Fidelity Salem Street Trust3.37%
iShares Core S&P 500 ETF2.06%
Fidelity Salem Street Trust1.84%
Fidelity Concord Street Trust1.57%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between AWSHX and FSAKX?

AWSHX (Washington Mutual Investors Fund) and FSAKX (Strategic Advisers U.S. Total Stock Fund) share 36.3% portfolio overlap as of AWSHX's April 30, 2026 filing and FSAKX's May 31, 2026 filing, across 172 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 AWSHX and FSAKX invest in the same stocks?

Somewhat. The two funds share a meaningful set of stocks, though each also holds distinct positions the other does not.

What are the top stocks held by both AWSHX and FSAKX?

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

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