VSMVX Mutual Fund

NAV$488.44

AUM$105M

TER0.03%

Holdings464

VSMVX Mutual Fund

NAV$488.44

Vanguard S&P Small Cap 600 Value Index Fund Institutional

AUM$105M

TER0.03%

Holdings464

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Holdings Overlap Analysis

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

VSMVX Mutual Fund Overlap Analysis

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

VSMVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 464 holdings, VSMVX may share significant positions with broad-market funds.

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