Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

AMGIX vs IRVIX

Shared holdings
51
AMGIX covered by IRVIX
33.17%
IRVIX covered by AMGIX
33.17%

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.

AMGIX (March 31, 2026)

SecurityWeight
JPMORGAN CHASE and CO3.48%
JOHNSON&JOHNSON3.35%
MERCK & CO2.76%
CITIGROUP INC2.12%
ALPHABET INC CL C2.02%
GILEAD SCIENCES INC1.90%
PROGRESSIVE CORP OHIO1.83%
SLB LTD1.83%
CUMMINS INC1.78%
LOCKHEED MARTIN CORP1.75%
HCA HEALTHCARE INC1.73%
US BANCORP DEL1.71%
KLA CORP1.65%
KROGER CO1.48%
UNITEDHEALTH GRP1.45%
BANK OF AMERICA CORPORATION1.39%
PROCTER & GAMBLE1.32%
BERKSHIRE HATH-B1.29%
MASTERCARD INC CL A1.27%
QUALCOMM INC1.23%
AMAZON.COM INC1.22%
CISCO SYSTEMS INC1.14%
INTL BUS MACH CORP1.14%
TRUIST FINL CORP1.11%
DEVON ENERGY CORP1.09%
COLGATE-PALMOLIVE CO1.09%
PAYPAL HOLDINGS1.06%
NEWMONT CORP1.06%
MEDTRONIC PLC1.05%
MICRON TECHNOLOGY INC1.04%
TE CONNECTIVITY1.03%
CBOE GLOBAL MARKETS INC1.02%
FEDEX CORP1.02%
DUKE ENERGY CORP NEW1.01%
ADOBE INC1.00%
ACCENTURE PLC-A0.99%
WALMART INC0.93%
SALESFORCE INC0.91%
TECHNIPFMC PLC0.84%
COSTCO WHOLESALE CORP0.83%
FERGUSON ENTERPRISES INC0.83%
INTERACTIVE BROKERS GROUP INC0.80%
DOLLAR GENERAL CORP0.79%
NXP SEMICONDUCTO0.74%
EXPAND ENERGY CORP0.74%
UNITED PARCEL SERVICE INC CL B0.70%
HARTFORD INSURANCE GROUP INC/THE0.69%
LOWES COS INC0.66%
EMCOR GROUP INC0.63%
ZOOM VIDEO COMMUNICATIONS INC CL A0.62%

IRVIX (March 31, 2026)

SecurityWeight
BERKSHIRE HATH-B4.25%
JPMORGAN CHASE and CO3.84%
EXXON MOBIL CORP3.44%
ALPHABET INC CL A2.85%
JOHNSON&JOHNSON2.83%
AMAZON.COM INC2.64%
WALMART INC2.34%
ALPHABET INC CL C2.32%
CHEVRON CORP1.86%
MICRON TECHNOLOGY INC1.81%
PROCTER & GAMBLE1.63%
CISCO SYSTEMS INC1.48%
MERCK & CO1.44%
BANK OF AMERICA CORPORATION1.42%
CATERPILLAR INC1.38%
RTX CORP1.24%
PHILIP MORRIS INTL INC1.24%
WELLS FARGO & CO1.18%
UNITEDHEALTH GRP1.18%
iShares Russell Top 200 Value ETF1.14%
GOLDMAN SACHS GROUP INC1.13%
LINDE PLC1.12%
INTL BUS MACH CORP1.08%
META PLATFORMS INC CL A1.07%
VERIZON COMMUNICATIONS INC1.02%
MCDONALDS CORP1.01%
AT&T INC0.96%
INTEL CORP0.94%
APPLIED MATERIALS INC0.93%
NEXTERA ENERGY INC0.93%
MORGAN STANLEY0.90%
THERMO FISHER SCIENTIFIC INC0.89%
PEPSICO INC0.88%
ABBOTT LABS0.85%
WALT DISNEY CO/T0.82%
CONOCOPHILLIPS0.78%
CITIGROUP INC0.78%
PFIZER INC0.77%
ANALOG DEVICES INC0.75%
COCA-COLA CO/THE0.73%
SALESFORCE INC0.73%
BLACKROCK INC0.70%
HONEYWELL INTL INC0.69%
SCHWAB CHARLES CORP0.69%
EATON CORP PLC0.67%
DEERE & CO0.66%
ADV MICRO DEVICE0.65%
WELLTOWER INC0.65%
UNION PACIFIC CORP0.64%
LOWES COS INC0.64%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.