ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AWSHX vs IVV: Portfolio Overlap

Washington Mutual Investors Fund vs iShares Core S&P 500 ETF

46.4%
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
IVV
503 equity holdings
as of September 30, 2025
156 stocks held in common
Overlap View Venn Diagram
46.4% OVERLAP AWSHX IVV
Overlapping Holdings
10 Top 10 of 156 shared, by overlap contribution
# Stock AWSHX IVV Overlap%
1
MSFT
 4.82% 6.75% 4.82%
2
AVGO
 7.79% 2.72% 2.72%
3
AAPL
 2.52% 6.62% 2.52%
4
GOOGL
 2.09% 2.48% 2.09%
5
NVDA
 1.70% 7.98% 1.70%
6
GOOG
 1.61% 1.99% 1.61%
7
JPM
 1.50% 1.52% 1.50%
8
META
 1.41% 2.79% 1.41%
9
LLY
 1.69% 1.06% 1.06%
10
V
 1.34% 1.02% 1.02%
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 IVV — iShares Core S&P 500 ETF
StockWeight
TSLA2.19%
ORCL0.82%
PLTR0.73%
AMD0.46%
MCD0.38%

Run the full interactive analysis — compare up to 5 funds at once, see Venn diagrams, heatmaps, and more.

Run Full Analysis →
Frequently Asked Questions (FAQs)
What is the portfolio overlap between AWSHX and IVV?

AWSHX (Washington Mutual Investors Fund) and IVV (iShares Core S&P 500 ETF) share 46.4% portfolio overlap as of AWSHX's April 30, 2026 filing and IVV's September 30, 2025 filing, across 156 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 IVV 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 IVV?

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

Related Comparisons
AWSHX — Washington Mutual Investors Fund vs IEFA — iShares Core MSCI EAFE ETFAWSHX — Washington Mutual Investors Fund vs FXAIX — Fidelity 500 Index FundIVV — iShares Core S&P 500 ETF vs VTIAX — VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDABALX — American Balanced Fund vs AWSHX — Washington Mutual Investors FundAWSHX — Washington Mutual Investors Fund vs VOO — VANGUARD 500 INDEX FUNDIEMG — iShares Core MSCI Emerging Markets ETF vs IVV — iShares Core S&P 500 ETF