ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AWSHX vs VB: Portfolio Overlap

Washington Mutual Investors Fund vs Vanguard Small-Cap Index Fund

1.7%
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
VB
1312 equity holdings
as of March 31, 2026
16 stocks held in common
Overlap View Venn Diagram
1.7% OVERLAP AWSHX VB
Overlapping Holdings
10 Top 10 of 16 shared, by overlap contribution
# Stock AWSHX VB Overlap%
1
ITT
 0.21% 0.23% 0.21%
2
RGLD
 0.21% 0.30% 0.21%
3
LII
 0.40% 0.20% 0.20%
4
WSO
 0.35% 0.18% 0.18%
5
TXRH
 0.15% 0.15% 0.15%
6
CG
 0.13% 0.17% 0.13%
7
ILMN
 0.12% 0.25% 0.12%
8
ATO
 0.11% 0.43% 0.11%
9
EQH
 0.11% 0.15% 0.11%
10
TOL
 0.10% 0.18% 0.10%
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 VB — VANGUARD SMALL-CAP INDEX FUND
StockWeight
EME0.46%
NRG0.44%
TPR0.40%
CIEN0.39%
FTI0.39%

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

AWSHX (Washington Mutual Investors Fund) and VB (Vanguard Small-Cap Index Fund) share 1.7% portfolio overlap as of AWSHX's April 30, 2026 filing and VB's March 31, 2026 filing, across 16 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 VB 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 VB?

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

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