SWDSX Mutual Fund

NAV$20.18

AUM$660M

TER0.89%

Holdings64

SWDSX Mutual Fund

NAV$20.18

Schwab Dividend Equity Fund

AUM$660M

TER0.89%

Holdings64

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

SWDSX Mutual Fund Overlap Analysis

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

SWDSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 64 holdings, SWDSX may share significant positions with broad-market funds.

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