ETF and Mutual Fund Analysis

Holdings as of April 30, 2026 (AWSHX) and August 12, 2026 (SPY)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AWSHX vs SPY Holdings as of April 30, 2026 (AWSHX) and August 12, 2026 (SPY)

AWSHX vs SPY: Portfolio Overlap

Washington Mutual Investors Fund vs SPDR® S&P 500® ETF Trust

44.2%
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
SPY
505 equity holdings
as of August 12, 2026
145 stocks held in common
Overlap View Venn Diagram
44.2% OVERLAP AWSHX SPY
Overlapping Holdings
10 Top 10 of 145 shared, by overlap contribution
# Stock AWSHX SPY Overlap%
1
MSFT
 4.82% 5.49% 4.82%
2
AVGO
 7.79% 2.95% 2.95%
3
AAPL
 2.52% 6.66% 2.52%
4
GOOGL
 2.09% 3.02% 2.09%
5
NVDA
 1.70% 8.14% 1.70%
6
GOOG
 1.61% 2.43% 1.61%
7
JPM
 1.50% 1.47% 1.47%
8
LLY
 1.69% 1.45% 1.45%
9
META
 1.41% 1.91% 1.41%
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%
Royal Caribbean Cruises Ltd.1.20%
ASML1.13%
XOM1.01%
Wheaton Precious Metals Corp0.59%
Only in SPY — SPDR® S&P 500® ETF Trust
StockWeight
MU1.54%
TSLA1.38%
AMD1.18%
XOM0.99%
LRCX0.61%

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

AWSHX (Washington Mutual Investors Fund) and SPY (SPDR® S&P 500® ETF Trust) share 44.2% portfolio overlap as of AWSHX's April 30, 2026 filing and SPY's August 12, 2026 filing, across 145 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 SPY 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 SPY?

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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