Fund comparison · from official SEC filings
JSVPX vs VTWV: how much do they overlap?
JPMorgan Small Cap Value Fund and VANGUARD RUSSELL 2000 VALUE INDEX FUND
vs
JSVPX and VTWV are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
JSVPX
VTWV
E
ECHOECHOSTAR CORP-A
1.20%
1.08%
T
TTMITTM TECHNOLOGIES
0.68%
1.10%
S
SWXSOUTHWEST GAS HOLDINGS INC
0.93%
0.37%
E
ENSENERSYS
0.81%
0.49%
H
HUTHUT 8 CORP
0.32%
0.76%
R
RIGTRANSOCEAN LTD
0.75%
0.36%
T
TNKTEEKAY TANKERS LTD-CLASS A
0.74%
0.10%
O
ONBOLD NATIONAL BANCORP
0.70%
0.46%
C
CNXCNX RESOURCES CORP
0.69%
0.29%
C
CMCCOMMERCIAL METALS CO
0.68%
0.52%
N
NTBBANK OF N.T. BUTTERFIELD&SON
0.67%
0.15%
E
EPRTESSENTIAL PROPERTIES REALTY
0.66%
0.38%
C
CDPCOPT DEFENSE PROPERTIES
0.63%
0.23%
P
PARRPAR PACIFIC HOLDINGS INC
0.62%
0.12%
V
VSATVIASAT INC
0.36%
0.62%
C
CDECOEUR MINING INC
0.47%
0.61%
H
HLHECLA MINING CO
0.60%
0.53%
C
CSTMCONSTELLIUM SE
0.60%
0.18%
S
SIGSIGNET JEWELERS LTD
0.59%
0.22%
P
PORPORTLAND GENERAL ELECTRIC CO
0.59%
0.35%
R
RIOTRIOT PLATFORMS INC
0.34%
0.58%
J
JXNJACKSON FINANCIAL INC-A
0.56%
0.43%
E
EBCEASTERN BANKSHARES INC
0.56%
0.26%
A
ABCBAMERIS BANCORP
0.56%
0.34%
B
BNLBROADSTONE NET LEASE INC
0.55%
0.24%
Only in JSVPX
V
VSLXXJPMRGN SEC LND MMKT-AGNCY SL
3.31%
J
JIMXXJPM PRIME MMKT-IM
1.04%
M
MYRGMYR GROUP INC/DELAWARE
0.55%
G
GENBGENERATE BIOMEDICINES INC
0.52%
M
MODMODINE MANUFACTURING CO
0.50%
W
WCCWESCO INTERNATIONAL INC
0.45%
I
IDAIDACORP INC
0.44%
G
GFFGRIFFON CORP
0.38%
E
ENVAENOVA INTERNATIONAL INC
0.38%
X
XHCHERITAGE COMMERCE CORP
0.37%
C
CHRDCHORD ENERGY CORP
0.32%
C
CASHPATHWARD FINANCIAL INC
0.27%
4
430TERNS PHARMACEUTICALS INC
0.27%
N
NY4BCLEARWAY ENERGY INC-A
0.20%
W
WTFCWINTRUST FINANCIAL CORP
0.19%
S
SSBSOUTHSTATE BANK CORP
0.19%
B
BEAMBEAM THERAPEUTICS INC
0.18%
R
RYNRAYONIER INC
0.18%
A
ATECALPHATEC HOLDINGS INC
0.16%
A
APGAPI GROUP CORP
0.16%
R
RAMPLIVERAMP HOLDINGS INC
0.15%
?
—ENHABIT, INC.
0.15%
B
BLBDBLUE BIRD CORP
0.15%
R
RHPRYMAN HOSPITALITY PROPERTIES
0.14%
S
STGWSTAGWELL INC
0.13%
Only in VTWV
?
—Vanguard Cmt Funds-Vanguard Market Liquidity Fund
0.59%
O
ORAORMAT TECHNOLOGIES INC
0.52%
M
MXLMAXLINEAR INC
0.41%
T
TXNMTXNM ENERGY INC
0.37%
N
NPOENPRO INC
0.35%
P
PLUGPLUG POWER INC
0.32%
B
BIPCBROOKFIELD INFRASTRUCTURE-A
0.31%
G
GLNGGOLAR LNG LTD
0.30%
O
OGSONE GAS INC
0.29%
L
LUNRINTUITIVE MACHINES INC
0.28%
A
ACLSAXCELIS TECHNOLOGIES INC
0.27%
F
FLGFLAGSTAR BANK NA
0.26%
F
FULTFULTON FINANCIAL CORP
0.26%
B
BFHBREAD FINANCIAL HOLDINGS INC
0.25%
O
OPLNOPENLANE INC
0.25%
R
RXORXO INC
0.24%
U
UNFUNIFIRST CORP/MA
0.24%
R
RUNSUNRUN INC
0.23%
H
HPHELMERICH & PAYNE
0.23%
C
CATYCATHAY GENERAL BANCORP
0.23%
J
JBTMJBT MAREL CORP
0.22%
A
AAPADVANCE AUTO PARTS INC
0.22%
G
GHCGRAHAM HOLDINGS CO-CLASS B
0.22%
I
IBOCINTERNATIONAL BANCSHARES CRP
0.22%
A
ASOACADEMY SPORTS & OUTDOORS IN
0.22%
Hold JSVPX and VTWV together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
VTWV vs FISVXFidelity Small Cap Value Index Fund
89% overlap
VTWV vs IWNiShares Russell 2000 Value ETF
79% overlap
JSVPX vs JSCSXJPMorgan U.S. Small Company Fund
60% overlap
VTWV vs VTWOVANGUARD RUSSELL 2000 INDEX FUND
53% overlap
JSVPX vs FISVXFidelity Small Cap Value Index Fund
51% overlap
VTWV vs FSSNXFidelity Small Cap Index Fund
50% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.