Registry rank 283 · Portfolio as of 2026-03-31

VANGUARD CAPITAL OPPORTUNITY FUND

VHCAX · VHCOX

Best-fit active share73.9%vs IWB · fund as of 2026-03-31 · proxy as of 2026-03-31

Declared-benchmark active shareNot filed yetNo mapped declared benchmark

VHCAX expense ratio0.32%SEC expense filing · as of 2025-09-30

VHCAX fee per active unit0.43%expense as of 2025-09-30; fund as of 2026-03-31; proxy as of 2026-03-31

Filed fees in dollars

Assumptions for each dollar figure: $100,000 starting amount · 5.0% annual return · annual compounding · fees deducted annually · 0.00% computed index-control baseline. Methodology.

Illustrated difference between each class’s filed expense ratio and the computed index-control baseline.
Share class and filing	10 years	20 years	30 years
VHCAX0.32% · SEC expense filing · as of 2025-09-30	$4,897	$15,713	$37,817
VHCOX0.40% · SEC expense filing · as of 2025-09-30	$6,100	$19,500	$46,760

These figures are illustrations, not predictions or personalized advice. Returns and fees can differ. Read the research disclaimer.

Change the illustration

Share classStarting amount ($)YearsAnnual return (%)

Assumptions for the dollar figures below: $100,000 starting amount; 5.0% annual return; 20 years; annual compounding; fees deducted annually; 0.00% computed index-control baseline. VHCAX SEC expense filing, as of 2025-09-30. Methodology.

Illustration for VHCAX; expense ratio filed as of 2025-09-30.
Result	Amount
Ending value at baseline	$265,330
Ending value at filed expense ratio	$249,617
Difference attributed to fee drag	$15,713

This is an illustration, not a prediction or personalized advice. Returns and fees can differ. Read the research disclaimer.

Largest active differences vs IWB

The bars are labeled and repeated in the table; color is not the only signal. Linked company names open Buy Like Buffett’s company record; Sensible Investor does not score stocks.

APPLE INC.-6.11%

ELI LILLY AND COMPANY+5.50%

MICRON TECHNOLOGY, INC.+5.15%

NVIDIA CORPORATION-4.30%

FLEX LTD.+2.87%

MICROSOFT CORPORATION-2.67%

AMGEN INC.+2.20%

KLA CORPORATION+2.18%

BROADCOM INC.-2.08%

FEDEX CORPORATION+1.89%

Holding	Fund	IWB	Difference
APPLE INC.	0.00%	6.11%	-6.11%
ELI LILLY AND COMPANY	6.73%	1.23%	+5.50%
MICRON TECHNOLOGY, INC.	5.78%	0.63%	+5.15%
NVIDIA CORPORATION	2.53%	6.83%	-4.30%
FLEX LTD.	2.91%	0.04%	+2.87%
MICROSOFT CORPORATION	1.92%	4.59%	-2.67%
AMGEN INC.	2.52%	0.32%	+2.20%
KLA CORPORATION	2.51%	0.32%	+2.18%
BROADCOM INC.	0.31%	2.39%	-2.08%
FEDEX CORPORATION	2.01%	0.13%	+1.89%

Source and verification

SEC N-PORT filing · filed 2026-05-28 · period 2026-03-31

SEC expense filing · period 2025-09-30

Immutable verification record · Active-share method