ETF and Mutual Fund Analysis

Holdings as of April 30, 2026 (SWPPX) and May 31, 2026 (VWELX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

SWPPX vs VWELX: Portfolio Overlap

Schwab S&P 500 Index Fund vs Vanguard Wellington Fund

49.0%
Weighted portfolio overlap
Moderate Overlap

Moderate Overlap. A recognisable amount of shared weight, common among funds drawing on the same large-cap pool. Much of it typically sits in the top conviction holdings.

SWPPX
501 equity holdings
as of April 30, 2026
VWELX
82 equity holdings
as of May 31, 2026
66 stocks held in common
Overlap View Venn Diagram
49.0% OVERLAP SWPPX VWELX
Overlapping Holdings
10 Top 10 of 66 shared, by overlap contribution
# Stock SWPPX VWELX Overlap%
1
NVDA
 7.85% 7.89% 7.85%
2
AAPL
 6.45% 6.29% 6.29%
3
MSFT
 4.90% 5.77% 4.90%
4
AMZN
 4.19% 5.30% 4.19%
5
GOOGL
 3.63% 7.36% 3.63%
6
AVGO
 3.21% 4.16% 3.21%
7
META
 2.17% 2.59% 2.17%
8
TSLA
 1.74% 1.24% 1.24%
9
LLY
 1.20% 1.88% 1.20%
10
MU
 0.94% 1.69% 0.94%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in SWPPX — Schwab S&P 500 Index Fund
StockWeight
GOOG2.89%
BRK.B1.41%
WMT0.94%
JNJ0.90%
V0.90%
Only in VWELX — VANGUARD WELLINGTON FUND
StockWeight
UBS Group AG1.39%
ETN1.20%
British American Tobacco PLC1.14%
SNOW0.89%
TSM0.83%

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

SWPPX (Schwab S&P 500 Index Fund) and VWELX (Vanguard Wellington Fund) share 49.0% portfolio overlap as of SWPPX's April 30, 2026 filing and VWELX's May 31, 2026 filing, across 66 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 VWELX invest in the same stocks?

Somewhat. The two funds share a meaningful set of stocks, though each also holds distinct positions the other does not.

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

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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