VADFX Mutual Fund

NAV$85.37

AUM$1.0B

TER0.18%

Holdings506

VADFX Mutual Fund

NAV$85.37

Invesco Equally-Weighted S&P 500 Fund Cl R6

AUM$1.0B

TER0.18%

Holdings506

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Holdings Overlap Analysis

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

VADFX Mutual Fund Overlap Analysis

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

VADFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 506 holdings, VADFX may share significant positions with broad-market funds.

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