VSMSX Mutual Fund

NAV$538.42

AUM$2.0B

TER0.03%

Holdings1,220

VSMSX Mutual Fund

NAV$538.42

Vanguard S&P Small Cap 600 Index Fund Institutional

AUM$2.0B

TER0.03%

Holdings1,220

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

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

VSMSX Mutual Fund Overlap Analysis

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

VSMSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1220 holdings, VSMSX may share significant positions with broad-market funds.

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