AWSHX vs VB: 2% overlap
American Funds Washington Mutual A and Vanguard Small-Cap ETF share 2.2% 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 2 months apart — AWSHX as of 2026-04-30, the rest through 2026-06-30. 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 2.0. Two funds that shared nothing would score 2.0; two identical funds score 1.0.
Top shared holdings
AWSHX and VB hold 23 of the same securities. The ten contributing most to the overlap figure:
| Holding | in AWSHX | in VB | Δ |
|---|---|---|---|
| LII | 0.4% | 0.2% | 0.2% |
| ITT | 0.2% | 0.2% | 0.0% |
| RGLD | 0.2% | 0.2% | 0.0% |
| WSO | 0.3% | 0.2% | 0.2% |
| TXRH | 0.1% | 0.2% | 0.0% |
| CG | 0.1% | 0.1% | 0.0% |
| IP | 0.1% | 0.1% | 0.0% |
| ILMN | 0.1% | 0.3% | 0.2% |
| ATO | 0.1% | 0.3% | 0.2% |
| EQH | 0.1% | 0.1% | 0.0% |
Where AWSHX and VB 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 | VB | Δ |
|---|---|---|---|
| Industrials | 11.7% | 21.0% | −9.3pp |
| Unclassified | 7.9% | 0.6% | +7.3pp |
| Information Technology | 21.9% | 16.1% | +5.8pp |
| Real Estate | 3.3% | 7.1% | −3.8pp |
| Consumer Staples | 7.0% | 3.5% | +3.5pp |
| Materials | 2.0% | 5.3% | −3.3pp |
| Communication Services | 6.1% | 3.0% | +3.1pp |
| Consumer Discretionary | 6.9% | 9.9% | −3.1pp |
Δ is AWSHX minus VB, 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
96.9% of AWSHX by weight, held in no part of VB.
95.0% of VB 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 | VB | |
|---|---|---|
| Top 10 holdings | 29.9% | 5.6% |
| Positions held | 197 | 1,308 |
| 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 VB overlap?
AWSHX and VB overlap 2.2% by portfolio weight — largely distinct portfolios. They share 23 holdings. The figure comes from current issuer holdings files (AWSHX as of 2026-04-30, VB as of 2026-06-30).
How is the overlap between AWSHX and VB 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 VB 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 VB?
That depends on your goals — we state facts, not advice. At 2.2% overlap, each fund still contributes meaningfully distinct exposure.
What does AWSHX own that VB doesn't?
AWSHX holds 197 positions and VB holds 1,308; 174 of AWSHX's positions don't appear in VB at all, and they are 96.9% of AWSHX by weight.
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Related comparisons
Sources: issuer holdings files, AWSHX as of 2026-04-30, VB as of 2026-06-30. Weights are fractions of each fund. Diagnostics, not advice.