VSQAX Mutual Fund Holdings Overlap Calculator | MarketXLS

VSQAX Mutual Fund

NAV$8.93

TER0.45%

Holdings350

See what you own twice

Check VSQAX against your other funds. Free for up to 5.

Check my overlap

VSQAX Mutual Fund

NAV$8.93

Invesco MSCI World SRI Index Fund Class A

TER0.45%

Holdings350

See what you own twice

Check VSQAX against your other funds. Free for up to 5.

Check my overlap

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Holdings Overlap Analysis

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

VSQAX Mutual Fund Overlap Analysis

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

VSQAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 350 holdings, VSQAX may share significant positions with broad-market funds.

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