BSPSX Mutual Fund

NAV$897.83

AUM$2.0B

TER0.22%

Holdings1

See how much of BSPSX you already own

Just $25 once·$99/mo·Download sample

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BSPSX Mutual Fund

NAV$897.83

iShares S&P 500 Index Fund Service Class

AUM$2.0B

TER0.22%

Holdings1

See how much of BSPSX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

BSPSX Mutual Fund Overlap Analysis

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

BSPSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, BSPSX may share significant positions with broad-market funds.

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