SWPPX and VOO · filed portfolios
SWPPX vs VOO fund overlap
This page compares the filed equity sleeves of Schwab S&P 500 Index Fund and Vanguard 500 Index Fund. Both source dates appear with the result.
Filed portfolio overlap
92.3%
Filed portfolio result
Schwab S&P 500 Index Fund and Vanguard 500 Index Fund share 92.3% of their filed equity sleeves. The SWPPX class costs $20 per year for each $100,000 invested; the VOO class costs $30 per year for each $100,000.
Schwab S&P 500 Index Fund (SWPPX) · Vanguard 500 Index Fund (VOO)
Largest shared positions
| Company | SWPPX | VOO |
|---|---|---|
| NVIDIA Corp | 7.85% | 7.59% |
| Apple Inc | 6.45% | 6.68% |
| Alphabet Inc | 6.52% | 5.40% |
| Microsoft Corp | 4.90% | 4.93% |
| Amazon.com Inc | 4.19% | 3.65% |
| Broadcom Inc | 3.21% | 2.63% |
| Meta Platforms Inc | 2.17% | 2.24% |
| Tesla Inc | 1.74% | 1.87% |
| Berkshire Hathaway Inc | 1.41% | 1.57% |
| JPMorgan Chase & Co | 1.37% | 1.34% |
Largest positions only in SWPPX
| Company | Weight |
|---|---|
| Casey's General Stores Inc | 0.05% |
Largest positions only in VOO
| Company | Weight |
|---|---|
| Linde PLC | 0.41% |
| Eaton Corp PLC | 0.25% |
| Accenture PLC | 0.22% |
| Chubb Ltd | 0.21% |
| Medtronic PLC | 0.20% |
For individual-company research, use the Buy Like Buffett company library.
This is a quarter-end snapshot filed later. Both funds may have traded since these dates, and portfolio overlap does not show whether either fund is better.
Data provenance
SWPPX holdings run 7f35c13d-dab5-4663-b04b-b5d91b2d68a2; VOO holdings run a50bbf07-f7a5-4c59-bb80-4a558b00b06c. Method cusip6-equity-sleeve@1; identifier coverage 97.3% and 100.0%. Source accessions 0001410368-26-065993 and 0000036405-26-000325.