AWSHX vs VLXVX: 28% overlap
American Funds Washington Mutual A and Vanguard Target Retirement 2065 share 28.4% 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 — VLXVX as of 2026-03-31, 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 1.7. Two funds that shared nothing would score 2.0; two identical funds score 1.0.
Top shared holdings
AWSHX and VLXVX hold 179 of the same securities. The ten contributing most to the overlap figure:
| Holding | in AWSHX | in VLXVX | Δ |
|---|---|---|---|
| AAPL | 2.4% | 3.1% | 0.7% |
| MSFT | 4.6% | 2.0% | 2.6% |
| NVDA | 1.6% | 3.3% | 1.7% |
| GOOGL | 2.0% | 1.5% | 0.5% |
| AVGO | 7.5% | 1.3% | 6.2% |
| GOOG | 1.5% | 1.2% | 0.4% |
| META | 1.4% | 0.9% | 0.5% |
| LLY | 1.6% | 0.7% | 0.9% |
| AMZN | 0.7% | 1.7% | 1.0% |
| ASML | 1.1% | 0.6% | 0.5% |
Where AWSHX and VLXVX 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 | VLXVX | Δ |
|---|---|---|---|
| Information Technology | 21.9% | 26.3% | −4.4pp |
| Health Care | 10.7% | 7.0% | +3.8pp |
| Treasuries | 0.0% | 3.3% | −3.3pp |
| Consumer Staples | 7.0% | 4.1% | +2.9pp |
| Cash and/or Derivatives | 0.0% | 2.0% | −2.0pp |
| Unclassified | 7.9% | 6.1% | +1.8pp |
| Real Estate | 3.3% | 1.9% | +1.5pp |
| MBS Pass-Through | 0.0% | 1.4% | −1.4pp |
Δ is AWSHX minus VLXVX, 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
6.4% of AWSHX by weight, held in no part of VLXVX.
64.4% of VLXVX 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 | VLXVX | |
|---|---|---|
| Top 10 holdings | 29.9% | 19.3% |
| Positions held | 197 | 6 |
| Cost per $10,000 held, per year | $57 | $8 |
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 VLXVX overlap?
AWSHX and VLXVX overlap 28.4% by portfolio weight — moderate overlap. They share 179 holdings. The figure comes from current issuer holdings files (AWSHX as of 2026-04-30, VLXVX as of 2026-03-31).
How is the overlap between AWSHX and VLXVX 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 VLXVX 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 VLXVX?
That depends on your goals — we state facts, not advice. At 28.4% overlap, each fund still contributes meaningfully distinct exposure.
What does AWSHX own that VLXVX doesn't?
AWSHX holds 197 positions and VLXVX holds 6; 18 of AWSHX's positions don't appear in VLXVX at all, and they are 6.4% of AWSHX by weight.
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Related comparisons
Sources: issuer holdings files, AWSHX as of 2026-04-30, VLXVX as of 2026-03-31. Weights are fractions of each fund. Diagnostics, not advice.