SWSSX Mutual Fund Analysis & Holdings | MarketXLS

SWSSX Mutual Fund

NAV$48.74

AUM$7.6B

TER0.04%

Holdings1,950

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SWSSX Mutual Fund

NAV$48.74

Schwab Small-Cap Index Fund

AUM$7.6B

TER0.04%

Holdings1,950

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

SWSSX Mutual Fund Overlap Analysis

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

SWSSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1950 holdings, SWSSX may share significant positions with broad-market funds.

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