ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AWSHX vs VTV: Portfolio Overlap

Washington Mutual Investors Fund vs Vanguard Value Index Fund

34.3%
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
VTV
311 equity holdings
as of March 31, 2026
110 stocks held in common
Overlap View Venn Diagram
34.3% OVERLAP AWSHX VTV
Overlapping Holdings
10 Top 10 of 110 shared, by overlap contribution
# Stock AWSHX VTV Overlap%
1
JPM
 1.50% 3.05% 1.50%
2
BAC
 1.66% 1.24% 1.24%
3
CAT
 1.16% 1.36% 1.16%
4
RTX
 1.42% 1.07% 1.07%
5
PM
 3.58% 1.06% 1.06%
6
XOM
 1.01% 2.91% 1.01%
7
UNH
 1.59% 1.01% 1.01%
8
ABBV
 0.99% 1.59% 0.99%
9
AMGN
 1.21% 0.78% 0.78%
10
GILD
 0.75% 0.71% 0.71%
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%
AAPL2.52%
GOOGL2.09%
WELL1.78%
Only in VTV — VANGUARD VALUE INDEX FUND
StockWeight
MU1.57%
LIN0.95%
PEP0.87%
VZ0.79%
NEE0.76%

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

AWSHX (Washington Mutual Investors Fund) and VTV (Vanguard Value Index Fund) share 34.3% portfolio overlap as of AWSHX's April 30, 2026 filing and VTV's March 31, 2026 filing, across 110 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 VTV 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 VTV?

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

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