VSMVX Mutual Fund

NAV$497.44

AUM$107M

TER0.03%

Holdings464

See how much of VSMVX you already own

Just $25 once·$69/mo·Download sample

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VSMVX Mutual Fund

NAV$497.44

Vanguard S&P Small Cap 600 Value Index Fund Institutional

AUM$107M

TER0.03%

Holdings464

See how much of VSMVX you already own

Just $25 once·$69/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 VSMVX 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 VSMVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VSMVX Mutual Fund Overlap Analysis

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

VSMVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 464 holdings, VSMVX may share significant positions with broad-market funds.

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