Compare fund portfolios

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

vs

CFVLX vs IRVIX

Shared holdings
44
CFVLX covered by IRVIX
40.13%
IRVIX covered by CFVLX
40.13%

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.

CFVLX (April 30, 2026)

SecurityWeight
ALPHABET INC CL A3.63%
TEXAS INSTRUMENTS INC2.82%
JPMORGAN CHASE and CO2.43%
EATON CORP PLC2.42%
MORGAN STANLEY2.31%
CISCO SYSTEMS INC2.26%
BERKSHIRE HATH-B2.16%
BLACKROCK INC2.16%
BANK OF AMERICA CORPORATION2.13%
PROLOGIS INC REIT2.05%
MONOLITHIC POWER SYS INC2.04%
BROADCOM INC2.00%
WILLIAMS COS INC1.99%
WELLS FARGO & CO1.98%
EXXON MOBIL CORP1.98%
WALT DISNEY CO/T1.98%
CHEVRON CORP1.97%
AMAZON.COM INC1.95%
KLA CORP1.94%
CHUBB LTD1.93%
PEPSICO INC1.93%
DUKE ENERGY CORP NEW1.90%
PROCTER & GAMBLE1.86%
JOHNSON&JOHNSON1.85%
GENERAL DYNAMICS CORPORATION1.84%
MERCK & CO1.83%
VERIZON COMMUNICATIONS INC1.82%
AMGEN INC1.82%
Southern Copper Corporation COM USD0.011.80%
HOME DEPOT INC1.78%
ABBVIE INC1.78%
CME GROUP INC CL A1.76%
MCDONALDS CORP1.74%
MEDTRONIC PLC1.73%
COMCAST CORP CL A1.64%
LITTELFUSE INC1.64%
RTX CORP1.63%
ABBOTT LABS1.61%
WALMART INC1.53%
LOCKHEED MARTIN CORP1.50%
METLIFE INC1.37%
AIR PRODUCTS and CHEMICALS INC1.35%
PNC FINANCIAL SERVICES GRP INC1.33%
ONEOK INC1.30%
MONDELEZ INTL INC1.29%
TYSON FOODS INC CL A1.28%
AMERICAN ELECTRIC POWER CO INC1.27%
STANLEY BLACK and DECKER INC1.26%
DOMINION ENERGY INC1.25%
EMERSON ELECTRIC CO1.24%

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.