Fund comparison · from official SEC filings
SWTSX vs VBIAX: how much do they overlap?
Schwab Total Stock Market Index Fund and VANGUARD BALANCED INDEX FUND
vs
SWTSX and VBIAX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
SWTSX
VBIAX
N
NVDANVIDIA CORP
6.95%
3.82%
A
AAPLAPPLE INC
5.71%
3.53%
M
MSFTMICROSOFT CORP
4.34%
2.61%
A
AMZNAMAZON.COM INC
3.71%
1.91%
G
GOOGLALPHABET INC-CL A
3.21%
1.59%
A
AVGOBROADCOM INC
2.84%
1.39%
G
GOOGALPHABET INC-CL C
2.56%
1.26%
M
METAMETA PLATFORMS INC-CLASS A
1.92%
1.19%
T
TSLATESLA INC
1.54%
0.99%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.25%
0.74%
J
JPMJPMORGAN CHASE & CO
1.21%
0.71%
L
LLYELI LILLY & CO
1.06%
0.74%
E
EXMOCEXXON MOBIL CORP
0.92%
0.67%
M
MUMICRON TECHNOLOGY INC
0.83%
0.36%
W
WMTWALMART INC
0.83%
0.52%
A
AMDADVANCED MICRO DEVICES
0.83%
0.31%
V
VVISA INC-CLASS A SHARES
0.79%
0.48%
J
JNJJOHNSON & JOHNSON
0.79%
0.56%
C
COSTCOSTCO WHOLESALE CORP
0.65%
0.42%
I
INTCINTEL CORP
0.64%
0.17%
C
CATCATERPILLAR INC
0.59%
0.31%
M
MAMASTERCARD INC - A
0.59%
0.38%
N
NFLXNETFLIX INC
0.57%
0.38%
A
ABBVABBVIE INC
0.54%
0.36%
C
CVXCHEVRON CORP
0.52%
0.37%
Only in SWTSX
H
HONHONEYWELL INTERNATIONAL INC
0.19%
G
GVMXXSTATE ST INST US GOV MM-PREM
0.12%
N
NXPINXP SEMICONDUCTORS NV
0.11%
C
CCLCARNIVAL CORP LTD
0.04%
A
AMRZAMRIZE LTD
0.04%
C
CPNGCOUPANG INC
0.04%
R
RPRXROYALTY PHARMA PLC- CL A
0.03%
A
AMCRAMCOR PLC
0.03%
S
SNSHARKNINJA INC
0.01%
A
ALVAUTOLIV INC
0.01%
C
CRSPCRISPR THERAPEUTICS AG
0.01%
K
KLICKULICKE & SOFFA INDUSTRIES
0.01%
?
—Chicago Mercantile Exchange
0.01%
U
UIUBIQUITI INC
0.01%
L
LBTYKLIBERTY GLOBAL LTD-C
0.01%
G
GTXGARRETT MOTION INC
0.00%
L
LIVNLIVANOVA PLC
0.00%
M
MAIRMADISON AIR SOLUTIONS CORP-A
0.00%
X
XXITWENTY ONE CAPITAL INC-CL A
0.00%
O
OSWONESPAWORLD HOLDINGS LTD
0.00%
S
SEDGSOLAREDGE TECHNOLOGIES INC
0.00%
V
VGNTVERSIGENT PLC
0.00%
D
DFTXDEFINIUM THERAPEUTICS INC
0.00%
K
KOSKOSMOS ENERGY LTD
0.00%
A
ADNTADIENT PLC
0.00%
Only in VBIAX
?
—Vanguard Cmt Funds-Vanguard Market Liquidity Fund
1.78%
T
T 3.875 03.31.28US TREASURY N/B
0.72%
T
T 3.5 03.15.29US TREASURY N/B
0.49%
T
T 3.875 03.31.31US TREASURY N/B
0.20%
T
T 4.75 02.15.56US TREASURY N/B
0.17%
T
T 4.375 05.15.34US TREASURY N/B
0.16%
T
T 4.25 08.15.35US TREASURY N/B
0.16%
T
T 4 02.15.34US TREASURY N/B
0.16%
T
T 4.5 11.15.33US TREASURY N/B
0.16%
T
T 4.25 11.15.34US TREASURY N/B
0.15%
T
T 3.5 01.31.28US TREASURY N/B
0.15%
T
T 4.25 05.15.35US TREASURY N/B
0.15%
T
T 3.875 08.15.34US TREASURY N/B
0.14%
T
T 4 11.15.35US TREASURY N/B
0.14%
T
T 1.25 08.15.31US TREASURY N/B
0.14%
T
T 3.875 08.15.33US TREASURY N/B
0.14%
?
—HONEYWELL INTERNATIONAL INC
0.14%
T
T 4 02.28.30US TREASURY N/B
0.13%
T
T 2.875 05.15.32US TREASURY N/B
0.13%
T
T 4.625 02.15.35US TREASURY N/B
0.13%
T
T 3.5 02.15.33US TREASURY N/B
0.13%
T
T 4.125 02.15.36US TREASURY N/B
0.13%
T
T 1.375 11.15.31US TREASURY N/B
0.12%
T
T 1.625 05.15.31US TREASURY N/B
0.12%
T
T 0.875 11.15.30US TREASURY N/B
0.12%
Hold SWTSX and VBIAX together? See your combined true holdings, overlap, and blended fees — free, no signup.
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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.