VADDX Mutual Fund
VADDX Mutual Fund
NAV$82.43
AUM$3.0B
TER0.28%
Holdings506
See how much of VADDX you already own
VADDX Mutual Fund
NAV$82.43
Invesco Equally-Weighted S&P 500 Fund Class Y
AUM$3.0B
TER0.28%
Holdings506
See how much of VADDX you already own
VADDX Mutual Fund Overlap Analysis
VADDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VADDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 506 holdings, VADDX may share significant positions with broad-market funds.
VADDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VADDX tax-loss harvesting finds highly correlated but non-identical funds.