ETF and Mutual Fund Analysis

Holdings as of April 30, 2026 (SWPPX) and March 31, 2026 (VB)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > SWPPX vs VB Holdings as of April 30, 2026 (SWPPX) and March 31, 2026 (VB)

SWPPX vs VB: Portfolio Overlap

Schwab S&P 500 Index Fund vs Vanguard Small-Cap Index Fund

3.1%
Weighted portfolio overlap
Low Overlap

Low Overlap. The two portfolios have highly distinct allocations: little of the weight sits in the same stocks.

SWPPX
501 equity holdings
as of April 30, 2026
VB
1312 equity holdings
as of March 31, 2026
112 stocks held in common
Overlap View Venn Diagram
3.1% OVERLAP SWPPX VB
Overlapping Holdings
10 Top 10 of 112 shared, by overlap contribution
# Stock SWPPX VB Overlap%
1
CIEN
 0.12% 0.39% 0.12%
2
FIX
 0.10% 0.34% 0.10%
3
LITE
 0.10% 0.35% 0.10%
4
COHR
 0.10% 0.31% 0.10%
5
EME
 0.06% 0.46% 0.06%
6
EQT
 0.06% 0.28% 0.06%
7
JBL
 0.06% 0.37% 0.06%
8
NRG
 0.05% 0.44% 0.05%
9
ATO
 0.05% 0.43% 0.05%
10
STLD
 0.05% 0.18% 0.05%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in SWPPX — Schwab S&P 500 Index Fund
StockWeight
NVDA7.85%
AAPL6.45%
MSFT4.90%
AMZN4.19%
GOOGL3.63%
Only in VB — VANGUARD SMALL-CAP INDEX FUND
StockWeight
FTI0.39%
NTRA0.37%
UTHR0.37%
CW0.35%
FTAI0.35%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between SWPPX and VB?

SWPPX (Schwab S&P 500 Index Fund) and VB (Vanguard Small-Cap Index Fund) share 3.1% portfolio overlap as of SWPPX's April 30, 2026 filing and VB's March 31, 2026 filing, across 112 common stocks. Overlap is the sum of the smaller weight of each shared stock, so it reads as the share of a dollar that lands on the same companies in both funds.

Do SWPPX and VB invest in the same stocks?

Mostly not. Only a small portion of their portfolios overlaps — these funds hold largely different stocks and genuinely diversify each other.

What are the top stocks held by both SWPPX and VB?

The most prominent shared holdings (by combined weight) are: CIEN, FIX, LITE. See the full common-holdings table on this page for weights in each fund.

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