VSPVX Mutual Fund
VSPVX Mutual Fund
NAV$503.42
AUM$223M
TER0.05%
Holdings444
See how much of VSPVX you already own
VSPVX Mutual Fund
NAV$503.42
Vanguard S&P 500 Value Index Fund Institutional Class
AUM$223M
TER0.05%
Holdings444
See how much of VSPVX you already own
VSPVX Mutual Fund Overlap Analysis
VSPVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VSPVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 444 holdings, VSPVX may share significant positions with broad-market funds.
VSPVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VSPVX tax-loss harvesting finds highly correlated but non-identical funds.