ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

SWPPX vs VIIIX: Portfolio Overlap

Schwab S&P 500 Index Fund vs Vanguard Institutional Index Fund

92.3%
Weighted portfolio overlap
Very High Overlap

The two portfolios are structurally near-identical: most of the weight sits in the same stocks, so holding both concentrates rather than spreads capital. The tier describes what the data shows, not what to do about it.

SWPPX
501 equity holdings
as of April 30, 2026
VIIIX
503 equity holdings
as of March 31, 2026
473 stocks held in common
Overlap View Venn Diagram
92.3% OVERLAP SWPPX VIIIX
Overlapping Holdings
10 Top 10 of 473 shared, by overlap contribution
# Stock SWPPX VIIIX Overlap%
1
NVDA
 7.85% 7.60% 7.60%
2
AAPL
 6.45% 6.68% 6.45%
3
MSFT
 4.90% 4.93% 4.90%
4
AMZN
 4.19% 3.65% 3.65%
5
GOOGL
 3.63% 3.00% 3.00%
6
AVGO
 3.21% 2.63% 2.63%
7
GOOG
 2.89% 2.40% 2.40%
8
META
 2.17% 2.24% 2.17%
9
TSLA
 1.74% 1.87% 1.74%
10
BRK.B
 1.41% 1.57% 1.41%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in SWPPX — Schwab S&P 500 Index Fund
StockWeight
Linde PLC0.38%
Eaton Corp PLC0.27%
Seagate Technology Holdings PLC0.24%
Chubb Ltd0.19%
Trane Technologies plc0.18%
Only in VIIIX — VANGUARD INSTITUTIONAL INDEX FUND
StockWeight
LIN0.41%
ETN0.25%
ACN0.22%
CB0.21%
MDT0.20%

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

SWPPX (Schwab S&P 500 Index Fund) and VIIIX (Vanguard Institutional Index Fund) share 92.3% portfolio overlap as of SWPPX's April 30, 2026 filing and VIIIX's March 31, 2026 filing, across 473 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 VIIIX invest in the same stocks?

Almost entirely. These funds hold nearly identical portfolios and offer little differentiation between them.

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

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

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