SWLVX Mutual Fund

NAV$19.61

AUM$1.1B

TER0.04%

Holdings861

SWLVX Mutual Fund

NAV$19.61

Schwab US Large-Cap Value Index Fund

AUM$1.1B

TER0.04%

Holdings861

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Holdings Overlap Analysis

Compare SWLVX 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 SWLVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SWLVX Mutual Fund Overlap Analysis

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

SWLVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 861 holdings, SWLVX may share significant positions with broad-market funds.

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