Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
BVAL vs ETFWX
Shared holdings
1
BVAL covered by ETFWX
15.49%
ETFWX covered by BVAL
15.49%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 4 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
BVAL (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| STATE STREET SPDR PORT S&P 500 VALUE MUTUAL FUND | 34.57% | |
| SCHWAB US LG VAL | 29.84% | |
| VANGUARD RUSSELL 1000 VALUE MUTUAL FUND | 20.10% | |
| SPDR Portfolio S&P 500 ETF | 15.49% |
ETFWX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| SPDR Portfolio S&P 500 ETF | 27.27% | |
| OPTION | 24.53% | |
| FIRST AM-TR OB-X | 22.57% | |
| State Street SPDR Portfolio Developed World ex-US ETF | 17.00% | |
| State Street SPDR Portfolio Emerging Markets ETF | 5.41% | |
| STATE STREET SPDR PORTFOLIO S&P 600 SMALL MUTUAL FUND | 3.21% |
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