AWSHX vs VTTSX: 28% overlap

American Funds Washington Mutual A and Vanguard Target Retirement 2060 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 — VTTSX 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.

Hold both, 50/50
1.7Effective Funds

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.

Overlap
28.4%
AWSHX expense ratio
0.57%
VTTSX expense ratio
0.08%

Top shared holdings

AWSHX and VTTSX hold 179 of the same securities. The ten contributing most to the overlap figure:

Holdingin AWSHXin VTTSXΔ
AAPL2.4%3.1%0.7%
MSFT4.6%2.0%2.6%
NVDA1.6%3.3%1.7%
GOOGL2.0%1.5%0.5%
AVGO7.5%1.3%6.2%
GOOG1.5%1.2%0.4%
META1.4%0.9%0.5%
LLY1.6%0.7%0.9%
AMZN0.7%1.7%1.0%
ASML1.1%0.6%0.5%

Where AWSHX and VTTSX 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.

SectorAWSHXVTTSXΔ
Information Technology21.9%26.3%4.4pp
Health Care10.7%7.0%+3.8pp
Treasuries0.0%3.3%3.3pp
Consumer Staples7.0%4.1%+2.9pp
Cash and/or Derivatives0.0%2.0%1.9pp
Unclassified7.9%6.1%+1.8pp
Real Estate3.3%1.9%+1.5pp
MBS Pass-Through0.0%1.4%1.4pp

Δ is AWSHX minus VTTSX, 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
18 positions

6.4% of AWSHX by weight, held in no part of VTTSX.

Only in VTTSX
16,503 positions

64.4% of VTTSX 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

AWSHXVTTSX
Top 10 holdings29.9%19.3%
Positions held1976
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 VTTSX overlap?

AWSHX and VTTSX 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, VTTSX as of 2026-03-31).

How is the overlap between AWSHX and VTTSX 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 VTTSX 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 VTTSX?

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 VTTSX doesn't?

AWSHX holds 197 positions and VTTSX holds 6; 18 of AWSHX's positions don't appear in VTTSX 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, VTTSX as of 2026-03-31. Weights are fractions of each fund. Diagnostics, not advice.