ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AWSHX vs IWF: Portfolio Overlap

Washington Mutual Investors Fund vs iShares Russell 1000 Growth ETF

33.8%
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
IWF
387 equity holdings
as of March 31, 2026
72 stocks held in common
Overlap View Venn Diagram
33.8% OVERLAP AWSHX IWF
Overlapping Holdings
10 Top 10 of 72 shared, by overlap contribution
# Stock AWSHX IWF Overlap%
1
MSFT
 4.82% 8.84% 4.82%
2
AVGO
 7.79% 4.80% 4.80%
3
AAPL
 2.52% 11.66% 2.52%
4
GOOGL
 2.09% 3.54% 2.09%
5
NVDA
 1.70% 12.95% 1.70%
6
LLY
 1.69% 2.66% 1.69%
7
GOOG
 1.61% 2.88% 1.61%
8
META
 1.41% 3.46% 1.41%
9
V
 1.34% 1.84% 1.34%
10
GE
 1.20% 1.07% 1.07%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AWSHX — Washington Mutual Investors Fund
StockWeight
PM3.58%
WELL1.78%
UNH1.59%
JPM1.50%
RTX1.42%
Only in IWF — iShares Russell 1000 Growth ETF
StockWeight
TSLA3.55%
PLTR1.15%
LRCX0.97%
ORCL0.89%
AMD0.69%

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 IWF?

AWSHX (Washington Mutual Investors Fund) and IWF (iShares Russell 1000 Growth ETF) share 33.8% portfolio overlap as of AWSHX's April 30, 2026 filing and IWF's March 31, 2026 filing, across 72 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 IWF 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 IWF?

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
CNWAX — New World Fund Inc vs IWF — iShares Russell 1000 Growth ETFAWSHX — Washington Mutual Investors Fund vs SCHD — Schwab U.S. Dividend Equity ETFIWF — iShares Russell 1000 Growth ETF vs VTIAX — VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDIWF — iShares Russell 1000 Growth ETF vs QCSTFX — College Retirement Equities Fund - Total Global Stock AccountIWF — iShares Russell 1000 Growth ETF vs VIIIX — VANGUARD INSTITUTIONAL INDEX FUNDANWFX — New Perspective Fund vs IWF — iShares Russell 1000 Growth ETF