AWSHX vs SCHF: 1% overlap

American Funds Washington Mutual A and Schwab International Equity ETF share 0.9% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Different holding dates. These holdings were published 31 days apart — AWSHX as of 2026-04-30, the rest through 2026-05-31. Each fund is compared using its most recent file, so any trading in between shows up as a difference.

Hold both, 50/50
2.0Effective Funds

You would hold two tickers and get the diversification of 2.0. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
0.9%
AWSHX expense ratio
0.57%
SCHF expense ratio
0.06%

Top shared holdings

AWSHX and SCHF hold 6 of the same securities. The ten contributing most to the overlap figure:

Holdingin AWSHXin SCHFΔ
CNQ0.5%0.3%0.2%
WPM0.6%0.2%0.4%
TRP0.2%0.2%0.0%
WCN0.2%0.1%0.0%
BAM0.1%0.1%0.1%
CASH0.0%0.5%0.5%

Where AWSHX and SCHF 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.

SectorAWSHXSCHFΔ
Unclassified7.9%95.9%88.0pp
Information Technology21.9%0.0%+21.9pp
Financials15.0%1.9%+13.1pp
Industrials11.7%0.3%+11.4pp
Health Care10.7%0.0%+10.7pp
Consumer Discretionary6.9%0.2%+6.7pp
Consumer Staples7.0%0.5%+6.5pp
Communication Services6.1%0.2%+6.0pp

Δ is AWSHX minus SCHF, 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

Only in AWSHX
191 positions

98.0% of AWSHX by weight, held in no part of SCHF.

Only in SCHF
1,470 positions

98.4% of SCHF 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

AWSHXSCHF
Top 10 holdings29.9%14.8%
Positions held1971,477
Cost per $10,000 held, per year$57$6

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 SCHF overlap?

AWSHX and SCHF overlap 0.9% by portfolio weight — largely distinct portfolios. They share 6 holdings. The figure comes from current issuer holdings files (AWSHX as of 2026-04-30, SCHF as of 2026-05-31).

How is the overlap between AWSHX and SCHF 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 SCHF 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 SCHF?

That depends on your goals — we state facts, not advice. At 0.9% overlap, each fund still contributes meaningfully distinct exposure.

What does AWSHX own that SCHF doesn't?

AWSHX holds 197 positions and SCHF holds 1,477; 191 of AWSHX's positions don't appear in SCHF at all, and they are 98.0% of AWSHX by weight.

You probably hold more than two funds

This page compares AWSHX and SCHF. Paste your whole portfolio — brokerage, 401(k), IRA — and see the overlap across every fund at once, plus what you actually own underneath them and your own Effective Funds number. Free, no account, nothing stored.

X-ray my portfolio — free →

Watch AWSHX vs SCHF

We re-read both funds’ published holdings every weeknight. Leave an address and we'll tell you when what's inside actually changes.

Not sending yet — email alerts are built but switched off, and you'll be among the first when they turn on. No spam, one-click unsubscribe.

Related comparisons

Sources: issuer holdings files, AWSHX as of 2026-04-30, SCHF as of 2026-05-31. Weights are fractions of each fund. Diagnostics, not advice.