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AFVLX vs IAVGX

Shared holdings
15
AFVLX covered by IAVGX
29.22%
IAVGX covered by AFVLX
29.22%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

AFVLX (April 30, 2026)

SecurityWeight
ALPHABET INC CL A3.97%
APPLIED MATERIALS INC3.88%
KLA CORP3.80%
CISCO SYSTEMS INC3.68%
APPLE INC3.63%
MICROSOFT CORP2.82%
META PLATFORMS INC CL A2.72%
ORACLE CORP2.70%
HP INC2.65%
INTL BUS MACH CORP2.62%
WALT DISNEY CO/T2.61%
VERIZON COMMUNICATIONS INC2.56%
QUANTA SVCS INC2.49%
ROPER TECHNOLOGIES INC2.33%
ADOBE INC2.28%
DR HORTON INC2.16%
BANK OF AMERICA CORPORATION2.11%
VALERO ENERGY CORP2.07%
DARDEN RESTAURANTS INC2.04%
JPMORGAN CHASE and CO2.04%
CUMMINS INC2.03%
MARRIOTT INTL-A2.00%
TRAVELERS COS IN2.00%
METLIFE INC1.96%
LOWES COS INC1.96%
WESTINGHOUSE AIR BRAKE TECH CORP1.95%
UNITED RENTALS INC1.95%
MASTERCARD INC CL A1.81%
AMERIPRISE FINANCIAL INC1.80%
CONOCOPHILLIPS1.76%
UNION PACIFIC CORP1.75%
CBRE GROUP INC - CL A1.68%
APTIV PLC1.57%
TARGET CORP1.38%
TYSON FOODS INC CL A1.37%
KEURIG DR PEPPER INC1.36%
CVS HEALTH CORP1.35%
INCYTE CORP1.28%
DTE ENERGY CO1.22%
STEEL DYNAMICS INC1.21%
REGENERON PHARMACEUTICALS INC1.21%
CONSTELLATION BRANDS INC CL A1.21%
FISERV INC1.17%
MERCK & CO1.12%
PUB SERV ENTERP1.11%
MCKESSON CORP1.08%
THERMO FISHER SCIENTIFIC INC1.08%
DANAHER CORP1.05%
STRYKER CORP0.99%
SHERWIN WILLIAMS CO0.83%

IAVGX (March 31, 2026)

SecurityWeight
APPLE INC8.81%
ALPHABET INC CL A6.24%
AMAZON.COM INC4.59%
BROADCOM INC4.58%
NVIDIA CORP3.73%
JPMORGAN CHASE and CO3.05%
META PLATFORMS INC CL A2.94%
MICROSOFT CORP2.64%
INTL BUS MACH CORP2.54%
CISCO SYSTEMS INC2.46%
TAIWAN SEMIC MFG CO LTD SP ADR2.20%
CHEVRON CORP2.13%
PROCTER & GAMBLE2.07%
COCA-COLA CO/THE1.89%
PEPSICO INC1.84%
VISA INC-CLASS A1.65%
WILLIAMS-SONOMA INC1.61%
PFIZER INC1.61%
DUKE ENERGY CORP NEW1.59%
BOEING CO/THE1.53%
MICRON TECHNOLOGY INC1.49%
RTX CORP1.44%
WALT DISNEY CO/T1.44%
ASTRAZENECA PLC1.44%
WELLTOWER INC1.38%
EXTRA SPACE STORAGE INC1.32%
ASSURANT INC1.30%
VERTEX PHARMACEUTICALS INC1.27%
THERMO FISHER SCIENTIFIC INC1.21%
STATE STREET CORP1.21%
REGENERON PHARMACEUTICALS INC1.21%
MCKESSON CORP1.17%
LEONARDO DRS INC1.17%
DEVON ENERGY CORP1.15%
LOWES COS INC1.15%
SANDISK CORPORATION1.15%
TRAVELERS COS IN1.14%
PARKER HANNIFIN CORP1.12%
CUMMINS INC1.09%
SAIA INC1.09%
TJX COS INC1.09%
PNC FINANCIAL SERVICES GRP INC1.06%
DANAHER CORP1.05%
GATES INDUSTRIAL CORP PLC1.03%
NUCOR CORP1.03%
AMERICAN INTERNATIONAL GROUP0.93%
SYNCHRONY FINANCIAL0.91%
DYCOM INDUSTRIES INC0.85%
WATERS CORP0.85%
DIAMONDBACK ENERGY INC0.84%

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