SWISX Mutual Fund
NAV$31.49
AUM$14.6B
TER0.06%
Holdings697
SWISX Mutual Fund
NAV$31.49
Schwab International Index Fund
AUM$14.6B
TER0.06%
Holdings697
See inside every mutual fund you own
$49$29/moFirst 500. Cancel anytime.
SWISX Mutual Fund Overlap Analysis
SWISX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SWISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 697 holdings, SWISX may share significant positions with broad-market funds.
SWISX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SWISX tax-loss harvesting finds highly correlated but non-identical funds.