Compare fund portfolios

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

vs

ETGLX vs ITYAX

Shared holdings
14
ETGLX covered by ITYAX
15.00%
ITYAX covered by ETGLX
15.00%

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.

ETGLX (March 31, 2026)

SecurityWeight
GUARDANT HEALTH INC5.53%
XOMETRY INC-A4.36%
LAM RESEARCH CORP4.14%
US BANK MMDA - USBGFS 93.88%
ASML Holding NV - NY Reg Shares3.23%
TRANE TECHNOLOGI2.95%
OLD DOMINION FRT2.85%
SCHOLAR ROCK HOLDING CORP2.68%
MIRUM PHARMACEUTICALS INC2.44%
TOAST INC-A2.33%
AXSOME THERAPEUTICS INC2.24%
UNITED RENTALS INC2.15%
GENERAC HOLDINGS INC2.13%
GE VERNOVA LLC2.13%
ARGENX SE SPONSORED ADR2.06%
IRHYTHM TECHNOLOGIES INC2.04%
LATTICE SEMICONDUCTOR CORP2.03%
TARGA RESOURCES CORP2.00%
VISTRA CORP1.87%
RB GLOBAL INC1.86%
WASTE CONNECTIONS INC1.86%
TRANSMEDICS GROUP INC1.71%
VULCAN MATERIALS CO1.69%
COLLEGIUM PHARMACEUTICAL INC1.66%
MONOLITHIC POWER SYS INC1.60%
LIBERTY ENERGY INC CL A1.59%
O'REILLY AUTOMOTIVE INC1.55%
BETA BIONICS INC1.40%
CHEWY INC- CL A1.40%
Global E Online Ltd SHS1.39%
QUANTA SVCS INC1.39%
PALO ALTO NETWORKS INC1.33%
ADYEN NV /EUR/ 144A 0.000000001.24%
FASTENAL CO1.20%
METTLER-TOLEDO INTL INC1.18%
FIRST AMERICAN GOVERNMENT OBLIGATIONS FUND - CLASS U1.15%
ROPER TECHNOLOGIES INC1.14%
VAXCYTE INC1.12%
DR HORTON INC1.08%
LOWES COS INC1.07%
INSMED INC1.07%
AXON ENTERPRISE INC1.02%
DATADOG INC CL A1.02%
INTUITIVE SURGICAL INC0.98%
FRONTDOOR INC0.95%
NISOURCE INC0.93%
SITIME CORP0.92%
DT MIDSTREAM INC0.82%
VERTIV HOLDINGS CO0.81%
HUBSPOT INC0.74%

ITYAX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP7.59%
ALPHABET INC CL A5.23%
BROADCOM INC4.26%
TAIWAN SEMIC MFG CO LTD SP ADR3.91%
MICROSOFT CORP3.67%
Invesco Private Prime Fund3.41%
LAM RESEARCH CORP3.41%
META PLATFORMS INC CL A3.08%
APPLE INC2.92%
AMAZON.COM INC2.84%
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC2.44%
TERADYNE INC2.31%
ADV MICRO DEVICE2.25%
MONGODB INC CL A2.22%
TTM TECHNOLOGIES INC2.12%
MONOLITHIC POWER SYS INC2.08%
ASML Holding NV - NY Reg Shares2.05%
Nova Measuring Instruments Ltd2.00%
WESTERN DIGITAL CORP1.95%
LUMENTUM HOLDINGS INC1.87%
AMPHENOL CORPORATION CL A1.86%
ARISTA NETWORKS INC1.85%
LATTICE SEMICONDUCTOR CORP1.85%
SNOWFLAKE INC CL A1.82%
SHOPIFY INC CL A1.65%
ADV ENERGY INDS1.49%
FLEX LTD1.48%
DATADOG INC CL A1.37%
COMFORT SYSTEMS USA INC1.35%
Invesco Private Government Fund1.31%
COHERENT CORP1.29%
CLOUDFLARE INC-A1.25%
ENTEGRIS INC1.24%
KARMAN HOLDINGS INC1.14%
JFROG LTD1.12%
IMPINJ INC1.09%
CURTISS WRIGHT CORPORATION1.08%
RAMBUS INC1.02%
SITIME CORP0.98%
ROCKET LAB CORP0.98%
BLOOM ENERGY CORP CL A0.96%
VERTIV HOLDINGS CO0.94%
SILICON LABS0.94%
GENERAL ELECTRIC CO0.94%
TESLA INC0.92%
MP MATERIALS CORP0.91%
PALANTIR TECHNOLOGIES INC0.81%
ROBINHOOD MARKETS INC0.78%
Invesco Treasury Portfolio, Institutional Class0.71%
AEROVIRONMENT INC0.67%

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