VISVX Mutual Fund

NAV$58.06

AUM$1.7B

TER0.19%

Holdings841

See how much of VISVX you already own

Just $25 once·$99/mo·Download sample

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VISVX Mutual Fund

NAV$58.06

Vanguard Morningstar Small-Cap Value Index Fund Investor Class

AUM$1.7B

TER0.19%

Holdings841

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

VISVX Mutual Fund Overlap Analysis

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

VISVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 841 holdings, VISVX may share significant positions with broad-market funds.

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