ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AWSHX vs SCHD: Portfolio Overlap

Washington Mutual Investors Fund vs Schwab U.S. Dividend Equity ETF

10.8%
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
SCHD
99 equity holdings
as of May 31, 2026
23 stocks held in common
Overlap View Venn Diagram
10.8% OVERLAP AWSHX SCHD
Overlapping Holdings
10 Top 10 of 23 shared, by overlap contribution
# Stock AWSHX SCHD Overlap%
1
UNH
 1.59% 5.10% 1.59%
2
AMGN
 1.21% 3.48% 1.21%
3
COP
 0.84% 3.52% 0.84%
4
ABT
 0.70% 2.97% 0.70%
5
CMCSA
 0.69% 2.25% 0.69%
6
HD
 0.67% 3.37% 0.67%
7
PAYX
 0.64% 0.79% 0.64%
8
EOG
 0.62% 1.82% 0.62%
9
DRI
 0.54% 0.59% 0.54%
10
KO
 0.50% 3.96% 0.50%
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 SCHD — Schwab U.S. Dividend Equity ETF
StockWeight
QCOM6.75%
VZ3.66%
PEP3.45%
LMT2.71%
ADP2.25%

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

AWSHX (Washington Mutual Investors Fund) and SCHD (Schwab U.S. Dividend Equity ETF) share 10.8% portfolio overlap as of AWSHX's April 30, 2026 filing and SCHD's May 31, 2026 filing, across 23 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 SCHD 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 SCHD?

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

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