AWSHX vs TIP: 0% overlap

American Funds Washington Mutual A and iShares TIPS Bond ETF share 0.0% 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.

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
0.0%
AWSHX expense ratio
0.57%
TIP expense ratio
0.18%

Top shared holdings

AWSHX and TIP hold 1 of the same securities. The ten contributing most to the overlap figure:

Holdingin AWSHXin TIPΔ
CASH0.0%0.4%0.3%

Where AWSHX and TIP 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.

SectorAWSHXTIPΔ
Treasuries0.0%99.6%99.6pp
Information Technology21.9%0.0%+21.9pp
Financials15.0%0.0%+15.0pp
Industrials11.7%0.0%+11.7pp
Health Care10.7%0.0%+10.7pp
Unclassified7.9%0.0%+7.9pp
Consumer Staples7.0%0.0%+7.0pp
Consumer Discretionary6.9%0.0%+6.9pp

Δ is AWSHX minus TIP, 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
196 positions

99.6% of AWSHX by weight, held in no part of TIP.

Only in TIP
3 positions

99.6% of TIP 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

AWSHXTIP
Top 10 holdings29.9%100.0%
Positions held1975
Cost per $10,000 held, per year$57$18

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 TIP overlap?

AWSHX and TIP overlap 0.0% by portfolio weight — largely distinct portfolios. They share 1 holdings. The figure comes from current issuer holdings files (AWSHX as of 2026-04-30, TIP as of 2026-07-23).

How is the overlap between AWSHX and TIP 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 TIP 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 TIP?

That depends on your goals — we state facts, not advice. At 0.0% overlap, each fund still contributes meaningfully distinct exposure.

What does AWSHX own that TIP doesn't?

AWSHX holds 197 positions and TIP holds 5; 196 of AWSHX's positions don't appear in TIP at all, and they are 99.6% of AWSHX by weight.

You probably hold more than two funds

This page compares AWSHX and TIP. 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 TIP

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, TIP as of 2026-07-23. Weights are fractions of each fund. Diagnostics, not advice.