ETF and Mutual Fund Analysis

Holdings as of April 30, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AWSHX vs SWPPX Holdings as of April 30, 2026

AWSHX vs SWPPX: Portfolio Overlap

Washington Mutual Investors Fund vs Schwab S&P 500 Index Fund

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
SWPPX
501 equity holdings
as of April 30, 2026
156 stocks held in common
Overlap View Venn Diagram
46.4% OVERLAP AWSHX SWPPX
Overlapping Holdings
10 Top 10 of 156 shared, by overlap contribution
# Stock AWSHX SWPPX Overlap%
1
MSFT
 4.82% 4.90% 4.82%
2
AVGO
 7.79% 3.21% 3.21%
3
AAPL
 2.52% 6.45% 2.52%
4
GOOGL
 2.09% 3.63% 2.09%
5
NVDA
 1.70% 7.85% 1.70%
6
GOOG
 1.61% 2.89% 1.61%
7
META
 1.41% 2.17% 1.41%
8
JPM
 1.50% 1.37% 1.37%
9
LLY
 1.69% 1.20% 1.20%
10
XOM
 1.01% 1.04% 1.01%
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 SWPPX — Schwab S&P 500 Index Fund
StockWeight
TSLA1.74%
AMD0.94%
MU0.94%
LRCX0.52%
PLTR0.51%

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

AWSHX (Washington Mutual Investors Fund) and SWPPX (Schwab S&P 500 Index Fund) share 46.4% portfolio overlap as of their April 30, 2026 filings, 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 SWPPX 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 SWPPX?

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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