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AMFEX vs DFVX

Shared holdings
28
AMFEX covered by DFVX
28.45%
DFVX covered by AMFEX
28.45%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 38 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

AMFEX (March 31, 2026)

SecurityWeight
Vanguard S&P 500 ETF13.68%
iShares Core S&P 500 ETF9.96%
U.S. Treasury Bills6.67%
EXXON MOBIL CORP4.18%
FREEPORT MCMORAN INC3.93%
WALMART INC3.19%
JOHNSON&JOHNSON3.14%
APPLIED MATERIALS INC2.95%
WW GRAINGER INC2.95%
ALPHABET INC CL A2.92%
EMERSON ELECTRIC CO2.75%
CISCO SYSTEMS INC2.73%
CHEVRON CORP2.57%
AT&T INC2.56%
VISA INC-CLASS A2.52%
RTX CORP2.41%
AMAZON.COM INC2.41%
T-MOBILE US INC2.41%
JPMORGAN CHASE and CO2.37%
MICROSOFT CORP2.03%
KROGER CO1.98%
APPLE INC1.88%
FIRST AM-UT MM-Z1.84%
QUALCOMM INC1.75%
TEXAS INSTRUMENTS INC1.65%
HOME DEPOT INC1.50%
MASTERCARD INC CL A1.48%
AMGEN INC1.41%
UNION PACIFIC CORP1.28%
PROCTER & GAMBLE1.14%
PEPSICO INC1.10%
NORFOLK SOUTHERN CORP1.09%
AMERICAN ELECTRIC POWER CO INC0.81%
DUKE ENERGY CORP NEW0.67%
SOUTHERN CO0.65%
PUB SERV ENTERP0.54%
UNITED PARCEL SERVICE INC CL B0.53%
EXELON CORP0.39%

DFVX (April 30, 2026)

SecurityWeight
AMAZON.COM INC5.50%
MICROSOFT CORP4.63%
META PLATFORMS INC CL A4.34%
ALPHABET INC CL C3.60%
ALPHABET INC CL A3.55%
JPMORGAN CHASE and CO2.64%
EXXON MOBIL CORP2.26%
JOHNSON&JOHNSON2.05%
CATERPILLAR INC1.65%
WALMART INC1.42%
VISA INC-CLASS A1.36%
MICRON TECHNOLOGY INC1.28%
MERCK & CO1.21%
PROCTER & GAMBLE1.20%
HOME DEPOT INC1.15%
COSTCO WHOLESALE CORP1.00%
GILEAD SCIENCES INC0.92%
PEPSICO INC0.89%
VERIZON COMMUNICATIONS INC0.87%
ORACLE CORP0.86%
KLA CORP0.85%
CISCO SYSTEMS INC0.84%
CHEVRON CORP0.83%
INTL BUS MACH CORP0.82%
QUALCOMM INC0.81%
COCA-COLA CO/THE0.81%
AMERICAN EXPRESS CO0.80%
LAM RESEARCH CORP0.80%
AMGEN INC0.78%
UNITEDHEALTH GRP0.76%
APPLIED MATERIALS INC0.75%
GOLDMAN SACHS GROUP INC0.73%
MORGAN STANLEY0.72%
BRISTOL-MYERS SQUIBB CO0.71%
UNION PACIFIC CORP0.70%
AT&T INC0.64%
TEXAS INSTRUMENTS INC0.61%
DEERE & CO0.59%
The DFA Short Term Investment Fund0.58%
LINDE PLC0.56%
CORNING INC0.54%
CONOCOPHILLIPS0.53%
HONEYWELL INTL INC0.53%
TRAVELERS COS IN0.50%
LOCKHEED MARTIN CORP0.49%
CSX CORP0.47%
GENERAL MOTORS CO0.44%
EOG RESOURCES INC0.44%
PFIZER INC0.44%
TJX COS INC0.43%

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