SPXUX Mutual Fund

NAV$19.72

AUM$18M

TER0.05%

Holdings502

SPXUX Mutual Fund

NAV$19.72

WisdomTree 500 Digital Fund

AUM$18M

TER0.05%

Holdings502

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Holdings Overlap Analysis

Compare SPXUX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SPXUX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SPXUX Mutual Fund Overlap Analysis

SPXUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

SPXUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 502 holdings, SPXUX may share significant positions with broad-market funds.

SPXUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SPXUX tax-loss harvesting finds highly correlated but non-identical funds.