# Portfolio overlap — IASCX vs SWSCX

Comparing **VOYA SMALL COMPANY PORTFOLIO** (2026-03-31) and **Schwab Small-Cap Equity Fund** (2026-01-31).

- Shared positions: 53
- VOYA SMALL COMPANY PORTFOLIO covered by Schwab Small-Cap Equity Fund: 0.1491769826916187026988209517
- Schwab Small-Cap Equity Fund covered by VOYA SMALL COMPANY PORTFOLIO: 0.1491769826916187026988209517

## VOYA SMALL COMPANY PORTFOLIO — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MUELLER WATER PRODUCTS INC A | 0.024783 | ✓ |
| CARETRUST REIT INC | 0.020575 |  |
| FLOWSERVE CORP | 0.016109 |  |
| ARROWHEAD PHARMACEUTICALS INC | 0.015084 | ✓ |
| BLOOM ENERGY CORP CL A | 0.012676 | ✓ |
| ALIGNMENT HEALTHCARE INC | 0.012271 |  |
| SLIDE INSURANCE HOLDINGS INC | 0.012059 | ✓ |
| APPLIED INDU TEC | 0.011743 | ✓ |
| TTM TECHNOLOGIES INC | 0.011654 | ✓ |
| Russell 2000 ETF | 0.011619 |  |
| BLACK HILLS CORP | 0.011538 |  |
| HANCOCK WHITNEY CORP | 0.011437 | ✓ |
| SUPER GROUP SGHC LTD | 0.011106 |  |
| HECLA MINING CO | 0.011081 | ✓ |
| RAMBUS INC | 0.010865 |  |
| KOHLS CORP | 0.010757 | ✓ |
| DAIWA CAPITAL MARKETS AMERICA INC | 0.010580 |  |
| USD/SEK FORWARD | 0.010580 |  |
| GENWORTH FINANCIAL INC A | 0.010378 |  |
| FIRST BANCORP PUERTO RICO | 0.010361 |  |
| STATE OF WISCONSIN INVESTMENT BOARD | 0.010195 |  |
| VALLEY NATL BANCORP | 0.010148 | ✓ |
| BIOCRYST PHARMACEUTICALS INC | 0.009396 | ✓ |
| AVISTA CORP | 0.009012 |  |
| HEALTHEQUITY INC | 0.008873 | ✓ |
| GEO GROUP INC/TH | 0.008826 |  |
| ACI WORLDWIDE INC | 0.008720 | ✓ |
| TRONOX HOLDINGS PLC | 0.008635 |  |
| BGC GROUP INC-A | 0.008567 | ✓ |
| COEUR MINING INC | 0.008563 | ✓ |
| PORTLAND GENERAL ELECTRIC CO | 0.008484 | ✓ |
| ECHOSTAR CORP CL A | 0.008433 |  |
| CORECIVIC INC | 0.008377 |  |
| UNITED COMMUNITY BANKS GA | 0.008288 |  |
| PHOTRONICS INC | 0.008231 | ✓ |
| TRAVERE THERAPEUTICS INC | 0.008175 | ✓ |
| MINERALYS THERAPEUTICS INC | 0.008024 | ✓ |
| ELEMENT SOLUTIONS INC | 0.007918 |  |
| MIRUM PHARMACEUTICALS INC | 0.007886 | ✓ |
| EXCELERATE ENERGY INC | 0.007803 |  |
| ACADIA RLTY TR REIT | 0.007739 |  |
| ALLISON TRANSMISSION HLDGS INC | 0.007688 |  |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.007676 | ✓ |
| LITTELFUSE INC | 0.007610 |  |
| FULTON FINANCIAL CORP | 0.007566 |  |
| NISOURCE INC | 0.007542 |  |
| SAVARA INC | 0.007504 |  |
| NOW INC | 0.007468 |  |
| PROGYNY INC | 0.007423 |  |
| QIAGEN NV | 0.007079 |  |

## Schwab Small-Cap Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| AXOS FINANCIAL INC | 0.013377 |  |
| ENOVA INTL INC | 0.012362 |  |
| DIAMONDROCK HOSPITALITY CO | 0.011908 | ✓ |
| BLOOM ENERGY CORP CL A | 0.011739 | ✓ |
| JACKSON FINANCIAL INC | 0.011632 |  |
| INTL BANCSHARES | 0.011465 |  |
| OUTFRONT MEDIA INC | 0.010096 |  |
| ENERSYS INC | 0.009450 |  |
| FABRINET | 0.009301 |  |
| BANKUNITED INC | 0.008853 |  |
| IBEX LTD | 0.008732 |  |
| ASSOCIATED BANC CORP | 0.008497 |  |
| MOOG INC-CLASS A | 0.008486 |  |
| NEXTRACKER INC CL A | 0.008448 |  |
| CNO FINANCIAL GROUP INC | 0.008360 |  |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.008179 | ✓ |
| CUSTOMERS BANCORP INC | 0.008039 |  |
| ADV ENERGY INDS | 0.008024 |  |
| PORTLAND GENERAL ELECTRIC CO | 0.007558 | ✓ |
| XENIA HOTELS & R | 0.007452 |  |
| ATMUS FILTRATION TECHNOLOGIES INC | 0.007217 | ✓ |
| COMMERCIAL METALS CO | 0.007178 |  |
| BREAD FINANCIAL HOLDINGS | 0.007012 |  |
| AAR CORP | 0.006845 |  |
| COMFORT SYSTEMS USA INC | 0.006811 |  |
| BRINKER INTL | 0.006751 |  |
| PRIMORIS SVCS CORP | 0.006662 |  |
| HANCOCK WHITNEY CORP | 0.006566 | ✓ |
| CATALYST PHARMACEUTICALS INC | 0.006498 |  |
| WATTS WATER TECH INC CL A | 0.006418 |  |
| ALKERMES PLC | 0.006416 |  |
| Pagseguro Digital Ltd., Class A | 0.006354 | ✓ |
| MONARCH CASINO and RESORT INC | 0.006351 | ✓ |
| AXSOME THERAPEUTICS INC | 0.006322 |  |
| STERLING INFRASTRUCTURE INC | 0.006287 |  |
| TRUSTMARK CORP | 0.006260 |  |
| EVERTEC INC | 0.006145 |  |
| QUALYS INC | 0.006144 |  |
| INDIVIOR PHARMACEUTICALS INC | 0.006078 |  |
| RINGCENTRAL INC CL A | 0.006047 |  |
| MIRUM PHARMACEUTICALS INC | 0.006015 | ✓ |
| SANMINA CORP | 0.005527 |  |
| OSI SYSTEMS INC | 0.005439 |  |
| ARROWHEAD PHARMACEUTICALS INC | 0.005397 | ✓ |
| AMNEAL PHARM INC | 0.005388 |  |
| MAXIMUS INC | 0.005354 |  |
| BLACKBAUD INC | 0.005291 |  |
| KOPPERS HOLDINGS | 0.005133 |  |
| SPX TECHNOLOGIES INC | 0.005084 |  |
| BELDEN INC | 0.005032 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-022582` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1015965/000094040026022582/0000940400-26-022582-index.htm>
- N-PORT (fund B) — accession `0001410368-26-030043` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030043/0001410368-26-030043-index.htm>

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