AWSHX vs VO: 13% overlap
American Funds Washington Mutual A and Vanguard Mid-Cap ETF share 12.9% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.
Different holding dates. These holdings were published 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 1.9. Two funds that shared nothing would score 2.0; two identical funds score 1.0.
Top shared holdings
AWSHX and VO hold 61 of the same securities. The ten contributing most to the overlap figure:
| Holding | in AWSHX | in VO | Δ |
|---|---|---|---|
| CEG | 1.1% | 0.8% | 0.4% |
| RCL | 1.2% | 0.7% | 0.4% |
| SRE | 0.5% | 0.6% | 0.1% |
| PSA | 0.7% | 0.5% | 0.2% |
| DAL | 0.4% | 0.6% | 0.1% |
| AJG | 0.4% | 0.6% | 0.1% |
| CTVA | 0.4% | 0.5% | 0.1% |
| YUM | 0.7% | 0.4% | 0.2% |
| KDP | 0.8% | 0.4% | 0.3% |
| DHI | 0.6% | 0.4% | 0.2% |
Where AWSHX and VO 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 | VO | Δ |
|---|---|---|---|
| Industrials | 11.7% | 19.6% | −7.8pp |
| Unclassified | 7.9% | 0.4% | +7.5pp |
| Information Technology | 21.9% | 16.1% | +5.8pp |
| Utilities | 3.8% | 8.4% | −4.6pp |
| Energy | 3.3% | 7.3% | −4.1pp |
| Communication Services | 6.1% | 2.8% | +3.4pp |
| Health Care | 10.7% | 7.8% | +2.9pp |
| Materials | 2.0% | 4.3% | −2.3pp |
Δ is AWSHX minus VO, 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
82.4% of AWSHX by weight, held in no part of VO.
76.0% of VO 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 | VO | |
|---|---|---|
| Top 10 holdings | 29.9% | 9.5% |
| Positions held | 197 | 283 |
| 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 VO overlap?
AWSHX and VO overlap 12.9% by portfolio weight — largely distinct portfolios. They share 61 holdings. The figure comes from current issuer holdings files (AWSHX as of 2026-04-30, VO as of 2026-06-30).
How is the overlap between AWSHX and VO 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 VO 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 VO?
That depends on your goals — we state facts, not advice. At 12.9% overlap, each fund still contributes meaningfully distinct exposure.
What does AWSHX own that VO doesn't?
AWSHX holds 197 positions and VO holds 283; 136 of AWSHX's positions don't appear in VO at all, and they are 82.4% of AWSHX by weight.
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Related comparisons
Sources: issuer holdings files, AWSHX as of 2026-04-30, VO as of 2026-06-30. Weights are fractions of each fund. Diagnostics, not advice.