AWSHX vs XLC: 6% overlap
American Funds Washington Mutual A and Communication Services Select Sector SPDR Fund share 6.1% 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.
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 XLC hold 8 of the same securities. The ten contributing most to the overlap figure:
| Holding | in AWSHX | in XLC | Δ |
|---|---|---|---|
| GOOGL | 2.0% | 10.1% | 8.0% |
| GOOG | 1.5% | 8.1% | 6.6% |
| META | 1.4% | 18.5% | 17.2% |
| CMCSA | 0.7% | 4.2% | 3.5% |
| DIS | 0.2% | 4.3% | 4.1% |
| T | 0.2% | 4.9% | 4.7% |
| NFLX | 0.1% | 4.3% | 4.2% |
| CASH | 0.0% | 0.2% | 0.1% |
Where AWSHX and XLC 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 | XLC | Δ |
|---|---|---|---|
| Communication Services | 6.1% | 99.8% | −93.7pp |
| Information Technology | 21.9% | 0.0% | +21.9pp |
| Financials | 15.0% | 0.0% | +15.0pp |
| Industrials | 11.7% | 0.0% | +11.7pp |
| Health Care | 10.7% | 0.0% | +10.7pp |
| Unclassified | 7.9% | 0.0% | +7.9pp |
| Consumer Staples | 7.0% | 0.0% | +7.0pp |
| Consumer Discretionary | 6.9% | 0.0% | +6.9pp |
Δ is AWSHX minus XLC, 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
93.4% of AWSHX by weight, held in no part of XLC.
45.5% of XLC 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 | XLC | |
|---|---|---|
| Top 10 holdings | 29.9% | 68.6% |
| Positions held | 197 | 25 |
| 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 XLC overlap?
AWSHX and XLC overlap 6.1% by portfolio weight — largely distinct portfolios. They share 8 holdings. The figure comes from current issuer holdings files (AWSHX as of 2026-04-30, XLC as of 2026-07-23).
How is the overlap between AWSHX and XLC 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 XLC 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 XLC?
That depends on your goals — we state facts, not advice. At 6.1% overlap, each fund still contributes meaningfully distinct exposure.
What does AWSHX own that XLC doesn't?
AWSHX holds 197 positions and XLC holds 25; 189 of AWSHX's positions don't appear in XLC at all, and they are 93.4% of AWSHX by weight.
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Related comparisons
Sources: issuer holdings files, AWSHX as of 2026-04-30, XLC as of 2026-07-23. Weights are fractions of each fund. Diagnostics, not advice.