VADAX Mutual Fund

NAV$83.87

TER0.53%

Holdings506

See how much of VADAX you already own

Just $25 once·$99/mo·Download sample

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VADAX Mutual Fund

NAV$83.87

Invesco Equally-Weighted S&P 500 Fund Class A

TER0.53%

Holdings506

See how much of VADAX 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 VADAX 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 VADAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VADAX Mutual Fund Overlap Analysis

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

VADAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 506 holdings, VADAX may share significant positions with broad-market funds.

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