ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AWSHX vs XLK: Portfolio Overlap

Washington Mutual Investors Fund vs State Street(R) Technology Select Sector SPDR(R) ETF

18.4%
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
XLK
75 equity holdings
as of August 12, 2026
17 stocks held in common
Overlap View Venn Diagram
18.4% OVERLAP AWSHX XLK
Overlapping Holdings
10 Top 10 of 17 shared, by overlap contribution
# Stock AWSHX XLK Overlap%
1
AVGO
 7.79% 5.22% 5.22%
2
MSFT
 4.82% 9.70% 4.82%
3
AAPL
 2.52% 11.77% 2.52%
4
NVDA
 1.70% 14.39% 1.70%
5
KLAC
 1.36% 1.76% 1.36%
6
IBM
 0.58% 1.44% 0.58%
7
INTC
 0.46% 3.23% 0.46%
8
CRM
 0.36% 1.02% 0.36%
9
WDC
 0.25% 1.01% 0.25%
10
APH
 0.24% 1.35% 0.24%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AWSHX — Washington Mutual Investors Fund
StockWeight
PM3.58%
GOOGL2.09%
WELL1.78%
LLY1.69%
BAC1.66%
Only in XLK — State Street(R) Technology Select Sector SPDR(R) ETF
StockWeight
AMD3.98%
MU3.75%
LRCX2.64%
PLTR2.54%
PANW2.03%

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

AWSHX (Washington Mutual Investors Fund) and XLK (State Street(R) Technology Select Sector SPDR(R) ETF) share 18.4% portfolio overlap as of AWSHX's April 30, 2026 filing and XLK's August 12, 2026 filing, across 17 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 XLK 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 XLK?

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

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