VFISX Mutual Fund Analysis & Holdings | MarketXLS

VFISX Mutual Fund

NAV$9.80

AUM$417M

TER0.20%

Holdings226

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VFISX Mutual Fund

NAV$9.80

Vanguard Short Term Treasury Fund Investor Class

AUM$417M

TER0.20%

Holdings226

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

VFISX Mutual Fund Overlap Analysis

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

VFISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 226 holdings, VFISX may share significant positions with broad-market funds.

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