SWPPX Mutual Fund

NAV$19.60

AUM$142.8B

TER0.02%

Holdings502

SWPPX Mutual Fund

NAV$19.60

Schwab S&P 500 Index Fund

AUM$142.8B

TER0.02%

Holdings502

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Holdings Overlap Analysis

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

SWPPX Mutual Fund Overlap Analysis

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

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

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