Compare fund portfolios

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

vs

ESMV vs TISCX

Shared holdings
58
ESMV covered by TISCX
36.85%
TISCX covered by ESMV
36.85%

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.

ESMV (Jan. 31, 2026)

SecurityWeight
NORTHROP GRUMMAN CORP1.77%
MERCK & CO1.73%
CHEVRON CORP1.70%
GILEAD SCIENCES INC1.66%
VERTEX PHARMACEUTICALS INC1.63%
CISCO SYSTEMS INC1.59%
AMPHENOL CORPORATION CL A1.52%
NEWMONT CORP1.52%
TRAVELERS COS IN1.49%
CENCORA INC1.49%
MCKESSON CORP1.48%
NVIDIA CORP1.48%
WELLTOWER INC1.48%
JOHNSON&JOHNSON1.47%
INTL BUS MACH CORP1.46%
ELECTRONIC ARTS INC1.38%
PUB SERV ENTERP1.38%
MASTERCARD INC CL A1.38%
VERIZON COMMUNICATIONS INC1.37%
WASTE MANAGEMENT INC1.32%
MOTOROLA SOLUTIONS INC1.31%
CONSOLIDATED EDISON INC1.29%
MICROSOFT CORP1.27%
COCA-COLA CO/THE1.22%
MARSH & MCLENNAN1.21%
KROGER CO1.20%
CHUBB LTD1.19%
COLGATE-PALMOLIVE CO1.18%
VISA INC-CLASS A1.18%
T-MOBILE US INC1.18%
AUTOMATIC DATA PROCESSING INC1.16%
HOME DEPOT INC1.16%
TRANE TECHNOLOGI1.15%
TEXAS INSTRUMENTS INC1.15%
MCDONALDS CORP1.12%
PROGRESSIVE CORP OHIO1.11%
CME GROUP INC CL A1.04%
SERVICENOW INC1.02%
PEPSICO INC1.01%
ACCENTURE PLC-A1.00%
INTUIT INC1.00%
PROCTER & GAMBLE0.99%
ROPER TECHNOLOGIES INC0.97%
CBOE GLOBAL MARKETS INC0.93%
AUTODESK INC0.92%
KINDER MORGAN INC0.90%
AT&T INC0.89%
ELEVANCE HEALTH INC0.88%
WW GRAINGER INC0.86%
S&P GLOBAL INC0.85%

TISCX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP8.76%
MICROSOFT CORP6.19%
BROADCOM INC2.43%
LILLY ELI and CO2.42%
JPMORGAN CHASE and CO2.20%
CME E-Mini Standard & Poor's 500 Index Future1.70%
VISA INC-CLASS A1.67%
LAM RESEARCH CORP1.62%
CATERPILLAR INC1.61%
MASTERCARD INC CL A1.49%
Fixed Income Clearing Corporation1.46%
GOLDMAN SACHS GROUP INC1.40%
APPLIED MATERIALS INC1.39%
CISCO SYSTEMS INC1.36%
INTL BUS MACH CORP1.34%
HOME DEPOT INC1.33%
PROCTER & GAMBLE1.30%
MORGAN STANLEY1.26%
CITIGROUP INC1.24%
NETFLIX INC1.14%
AMERICAN EXPRESS CO1.12%
TJX COS INC1.10%
PEPSICO INC1.07%
ADV MICRO DEVICE1.07%
WELLTOWER INC1.04%
DANAHER CORP1.03%
ARISTA NETWORKS INC1.02%
S&P GLOBAL INC1.01%
ACCENTURE PLC-A1.01%
NEWMONT CORP0.99%
AMGEN INC0.98%
MCDONALDS CORP0.97%
QUANTA SVCS INC0.97%
BAKER HUGHES CO0.95%
THE BOOKING HOLDINGS INC0.95%
COCA-COLA CO/THE0.94%
EATON CORP PLC0.93%
PROLOGIS INC REIT0.92%
SALESFORCE INC0.91%
MOODYS CORP0.90%
ECOLAB INC0.89%
TEXAS INSTRUMENTS INC0.87%
GE VERNOVA LLC0.86%
VERTEX PHARMACEUTICALS INC0.85%
HCA HEALTHCARE INC0.84%
ILLINOIS TOOL WORKS INC0.82%
WESTERN DIGITAL CORP0.82%
TRAVELERS COS IN0.80%
DEERE & CO0.79%
EQUINIX INC0.78%

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