Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
BVAL vs LOWAX
Shared holdings
1
BVAL covered by LOWAX
21.44%
LOWAX covered by BVAL
21.44%
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% |
LOWAX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB US LG VAL | 21.44% | |
| SCHW-US L/C GRW | 16.66% | |
| PIMCO Active Bond Exchange-Traded Fund | 10.20% | |
| Vanguard Intermediate-Term Bond ETF | 7.19% | |
| Invesco Total Return Bond ETF | 7.15% | |
| Avantis U.S. Small Cap Value ETF | 6.34% | |
| State Street DoubleLine TR Tact ETF | 6.12% | |
| INVESCO S&P SMAL | 5.23% | |
| WisdomTree U.S. Value Fund | 5.23% | |
| FMR-ENH INTL | 4.94% | |
| JPM HG EQ ETF | 4.82% | |
| ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW | 3.72% | |
| FRST AM-GV OB-X | 0.96% |
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