ETF and Mutual Fund Analysis

Holdings as of April 30, 2026 (AWSHX) and March 31, 2026 (IJH)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AWSHX vs IJH: Portfolio Overlap

Washington Mutual Investors Fund vs iShares Core S&P Mid-Cap ETF

1.6%
Weighted portfolio overlap
Low Overlap

Low Overlap. The two portfolios have highly distinct allocations: little of the weight sits in the same stocks.

AWSHX
198 equity holdings
as of April 30, 2026
IJH
399 equity holdings
as of March 31, 2026
11 stocks held in common
Overlap View Venn Diagram
1.6% OVERLAP AWSHX IJH
Overlapping Holdings
10 Top 10 of 11 shared, by overlap contribution
# Stock AWSHX IJH Overlap%
1
WSO
 0.35% 0.40% 0.35%
2
ITT
 0.21% 0.51% 0.21%
3
RGLD
 0.21% 0.65% 0.21%
4
TXRH
 0.15% 0.34% 0.15%
5
MTN
 0.15% 0.14% 0.14%
6
CG
 0.13% 0.39% 0.13%
7
ILMN
 0.12% 0.59% 0.12%
8
EQH
 0.11% 0.28% 0.11%
9
TOL
 0.10% 0.41% 0.10%
10
REXR
 0.05% 0.24% 0.05%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AWSHX — Washington Mutual Investors Fund
StockWeight
AVGO7.79%
MSFT4.82%
PM3.58%
AAPL2.52%
GOOGL2.09%
Only in IJH — iShares Core S&P Mid-Cap ETF
StockWeight
TechnipFMC plc0.88%
CASY0.85%
UTHR0.80%
CW0.79%
FLEX LTD0.76%

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

AWSHX (Washington Mutual Investors Fund) and IJH (iShares Core S&P Mid-Cap ETF) share 1.6% portfolio overlap as of AWSHX's April 30, 2026 filing and IJH's March 31, 2026 filing, across 11 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 IJH 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 AWSHX and IJH?

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

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