AWSHX vs ITOT: 43% overlap
American Funds Washington Mutual A and iShares Core S&P Total U.S. Stock Market ETF share 42.6% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.
Different holding dates. These holdings were published about 3 months apart — AWSHX as of 2026-04-30, the rest through 2026-07-23. Each fund is compared using its most recent file, so any trading in between shows up as a difference.
You would hold two tickers and get the diversification of 1.6. Two funds that shared nothing would score 2.0; two identical funds score 1.0.
Top shared holdings
AWSHX and ITOT hold 170 of the same securities. The ten contributing most to the overlap figure:
| Holding | in AWSHX | in ITOT | Δ |
|---|---|---|---|
| MSFT | 4.6% | 3.9% | 0.7% |
| AVGO | 7.5% | 2.6% | 4.9% |
| AAPL | 2.4% | 6.6% | 4.1% |
| GOOGL | 2.0% | 2.6% | 0.6% |
| NVDA | 1.6% | 7.0% | 5.4% |
| GOOG | 1.5% | 2.1% | 0.5% |
| META | 1.4% | 1.8% | 0.5% |
| LLY | 1.6% | 1.3% | 0.3% |
| JPM | 1.4% | 1.3% | 0.1% |
| XOM | 1.0% | 0.9% | 0.1% |
Where AWSHX and ITOT differ
Sector weights as a share of each fund, ordered by the size of the gap rather than the size of the sector — two funds that overlap heavily still usually diverge somewhere.
| Sector | AWSHX | ITOT | Δ |
|---|---|---|---|
| Information Technology | 21.9% | 35.2% | −13.3pp |
| Unclassified | 7.9% | 0.0% | +7.9pp |
| Consumer Staples | 7.0% | 4.4% | +2.6pp |
| Communication Services | 6.1% | 8.7% | −2.6pp |
| Financials | 15.0% | 12.7% | +2.3pp |
| Consumer Discretionary | 6.9% | 8.8% | −1.9pp |
| Industrials | 11.7% | 10.1% | +1.6pp |
| Utilities | 3.8% | 2.2% | +1.5pp |
Δ is AWSHX minus ITOT, in percentage points. Sector data is not published by every issuer, so “Unclassified” is a real category rather than a gap in the table.
What each fund holds alone
9.7% of AWSHX by weight, held in no part of ITOT.
37.3% of ITOT by weight, held in no part of AWSHX.
A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.
Concentration and cost
| AWSHX | ITOT | |
|---|---|---|
| Top 10 holdings | 29.9% | 32.7% |
| Positions held | 197 | 2,440 |
| Cost per $10,000 held, per year | $57 | $3 |
Cost is the expense ratio applied to $10,000; it excludes any brokerage commission, bid-ask spread or tax consequence. Figures are facts about the funds, not a suggestion about which to hold.
Frequently asked
How much do AWSHX and ITOT overlap?
AWSHX and ITOT overlap 42.6% by portfolio weight — moderate overlap. They share 170 holdings. The figure comes from current issuer holdings files (AWSHX as of 2026-04-30, ITOT as of 2026-07-23).
How is the overlap between AWSHX and ITOT calculated?
As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If AWSHX holds a stock at 6% and ITOT holds the same stock at 4%, 4% counts as shared. The result is bounded between 0% and 100%, and it is computed after looking through any fund-of-funds to the underlying holdings.
Is it redundant to hold both AWSHX and ITOT?
That depends on your goals — we state facts, not advice. At 42.6% overlap, each fund still contributes meaningfully distinct exposure.
What does AWSHX own that ITOT doesn't?
AWSHX holds 197 positions and ITOT holds 2,440; 27 of AWSHX's positions don't appear in ITOT at all, and they are 9.7% of AWSHX by weight.
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Related comparisons
Sources: issuer holdings files, AWSHX as of 2026-04-30, ITOT as of 2026-07-23. Weights are fractions of each fund. Diagnostics, not advice.