ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AWSHX vs QQQM: Portfolio Overlap

Washington Mutual Investors Fund vs Invesco NASDAQ 100 ETF

27.1%
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
QQQM
101 equity holdings
as of May 31, 2026
36 stocks held in common
Overlap View Venn Diagram
27.1% OVERLAP AWSHX QQQM
Overlapping Holdings
10 Top 10 of 36 shared, by overlap contribution
# Stock AWSHX QQQM Overlap%
1
MSFT
 4.82% 5.32% 4.82%
2
AVGO
 7.79% 3.37% 3.37%
3
AAPL
 2.52% 7.29% 2.52%
4
GOOGL
 2.09% 3.52% 2.09%
5
NVDA
 1.70% 8.16% 1.70%
6
GOOG
 1.61% 3.26% 1.61%
7
META
 1.41% 2.97% 1.41%
8
KLAC
 1.36% 1.11% 1.11%
9
AMGN
 1.21% 0.80% 0.80%
10
GILD
 0.75% 0.73% 0.73%
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%
LLY1.69%
BAC1.66%
MRSH1.63%
Only in QQQM — Invesco NASDAQ 100 ETF
StockWeight
MU4.80%
AMD3.70%
TSLA3.46%
LRCX1.75%
PLTR1.58%

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

AWSHX (Washington Mutual Investors Fund) and QQQM (Invesco NASDAQ 100 ETF) share 27.1% portfolio overlap as of AWSHX's April 30, 2026 filing and QQQM's May 31, 2026 filing, across 36 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 QQQM 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 QQQM?

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.

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