ETF and Mutual Fund Analysis

Holdings as of April 30, 2026 (AWSHX) and September 30, 2025 (ITOT)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AWSHX vs ITOT Holdings as of April 30, 2026 (AWSHX) and September 30, 2025 (ITOT)

AWSHX vs ITOT: Portfolio Overlap

Washington Mutual Investors Fund vs iShares Core S&P Total U.S. Stock Market ETF

43.5%
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
ITOT
2484 equity holdings
as of September 30, 2025
169 stocks held in common
Overlap View Venn Diagram
43.5% OVERLAP AWSHX ITOT
Overlapping Holdings
10 Top 10 of 169 shared, by overlap contribution
# Stock AWSHX ITOT Overlap%
1
MSFT
 4.82% 5.94% 4.82%
2
AAPL
 2.52% 5.83% 2.52%
3
AVGO
 7.79% 2.39% 2.39%
4
GOOGL
 2.09% 2.18% 2.09%
5
NVDA
 1.70% 7.02% 1.70%
6
GOOG
 1.61% 1.75% 1.61%
7
META
 1.41% 2.46% 1.41%
8
JPM
 1.50% 1.34% 1.34%
9
LLY
 1.69% 0.94% 0.94%
10
V
 1.34% 0.89% 0.89%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AWSHX — Washington Mutual Investors Fund
StockWeight
BTI1.40%
ASML1.13%
Wheaton Precious Metals Corp0.59%
Canadian Natural Resources Ltd0.54%
BOEING CO/THE0.38%
Only in ITOT — iShares Core S&P Total U.S. Stock Market ETF
StockWeight
TSLA1.93%
ORCL0.72%
PLTR0.64%
AMD0.41%
MCD0.33%

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

AWSHX (Washington Mutual Investors Fund) and ITOT (iShares Core S&P Total U.S. Stock Market ETF) share 43.5% portfolio overlap as of AWSHX's April 30, 2026 filing and ITOT's September 30, 2025 filing, across 169 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 ITOT 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 ITOT?

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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