VDAIX Mutual Fund

AUM$1.1B

TER0.14%

Holdings341

VDAIX Mutual Fund

Vanguard Dividend Appreciation Index Fund Inverstor Shs

AUM$1.1B

TER0.14%

Holdings341

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Holdings Overlap Analysis

Compare VDAIX 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 VDAIX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

VDAIX Mutual Fund Overlap Analysis

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

VDAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 341 holdings, VDAIX may share significant positions with broad-market funds.

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