VUSIX Mutual Fund

NAV$9.77

TER0.64%

Holdings644

VUSIX Mutual Fund

NAV$9.77

Invesco Quality Income Fund Class Y

TER0.64%

Holdings644

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Holdings Overlap Analysis

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

VUSIX Mutual Fund Overlap Analysis

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

VUSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 644 holdings, VUSIX may share significant positions with broad-market funds.

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