ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

SWPPX vs VUG: Portfolio Overlap

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

56.9%
Weighted portfolio overlap
High Overlap

The two funds are running highly redundant strategies — the same market exposure is paid for through two expense ratios.

SWPPX
501 equity holdings
as of April 30, 2026
VUG
153 equity holdings
as of March 31, 2026
123 stocks held in common
Overlap View Venn Diagram
56.9% OVERLAP SWPPX VUG
Overlapping Holdings
10 Top 10 of 123 shared, by overlap contribution
# Stock SWPPX VUG Overlap%
1
NVDA
 7.85% 13.33% 7.85%
2
AAPL
 6.45% 12.33% 6.45%
3
MSFT
 4.90% 9.10% 4.90%
4
AMZN
 4.19% 4.60% 4.19%
5
GOOGL
 3.63% 5.54% 3.63%
6
AVGO
 3.21% 4.41% 3.21%
7
GOOG
 2.89% 4.39% 2.89%
8
META
 2.17% 4.15% 2.17%
9
TSLA
 1.74% 3.48% 1.74%
10
LLY
 1.20% 2.60% 1.20%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in SWPPX — Schwab S&P 500 Index Fund
StockWeight
BRK.B1.41%
JPM1.37%
XOM1.04%
WMT0.94%
MU0.94%
Only in VUG — VANGUARD GROWTH INDEX FUND
StockWeight
MRVL0.31%
STX0.30%
NET0.22%
SNOW0.18%
ALNY0.16%

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

SWPPX (Schwab S&P 500 Index Fund) and VUG (Vanguard Growth Index Fund) share 56.9% portfolio overlap as of SWPPX's April 30, 2026 filing and VUG's March 31, 2026 filing, across 123 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 VUG invest in the same stocks?

Largely yes. A substantial portion of both portfolios consists of the same stocks, leaving limited room for differentiation.

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

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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