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FVD vs IVE

Shared holdings
145
FVD covered by IVE
29.83%
IVE covered by FVD
29.83%

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.

FVD (March 31, 2026)

SecurityWeight
ENTERGY CORP0.47%
RIO TINTO PLC SPON ADR0.46%
SANOFI SPON ADR0.45%
America Movil S.A.B. de C.V. SPON ADS RP CL B0.45%
ASTRAZENECA PLC0.45%
LANDSTAR SYSTEM INC0.45%
BRISTOL-MYERS SQUIBB CO0.45%
GSK plc SPONSORED ADR0.45%
ABBVIE INC0.45%
THE CAMPBELL'S COMPANY0.44%
KRAFT HEINZ CO/T0.44%
MSC INDUSTRIAL DIRECT CO CL A0.44%
CSX CORP0.44%
EXXON MOBIL CORP0.44%
PFIZER INC0.44%
AVERY DENNISON CORP0.44%
PPG INDUSTRIES INC0.44%
GENUINE PARTS CO0.44%
IDACORP INC0.44%
SONOCO PRODUCTS CO0.44%
FASTENAL CO0.44%
OLD REPUBLIC INTL CORP0.44%
AIR PRODUCTS and CHEMICALS INC0.44%
TE CONNECTIVITY PLC0.44%
MERCK & CO0.44%
CMS ENERGY CORP0.44%
EXELON CORP0.44%
FIRSTENERGY CORP0.44%
JOHNSON&JOHNSON0.44%
ALLIANT ENERGY CORPORATION0.44%
CONSOLIDATED EDISON INC0.44%
LINDE PLC0.44%
TAKEDA PHARM-ADR0.44%
PORTLAND GENERAL ELECTRIC CO0.44%
PRUDENTL FINL0.43%
PPL CORPORATION0.43%
AVISTA CORP0.43%
CENTERPOINT ENERGY INC0.43%
DOMINION ENERGY INC0.43%
HSBC HOLDINGS PLC SPONS ADR0.43%
WEC ENERGY GROUP INC0.43%
PINNACLE WEST CAPITAL CORP0.43%
XCEL ENERGY INC0.43%
EVERGY INC0.43%
Novartis AG0.43%
RPM INTL INC0.43%
VERISIGN INC0.43%
SOUTHERN CO0.43%
NEXTERA ENERGY INC0.43%
PEPSICO INC0.43%

IVE (March 31, 2026)

SecurityWeight
APPLE INC6.89%
AMAZON.COM INC3.54%
EXXON MOBIL CORP2.62%
WALMART INC2.02%
COSTCO WHOLESALE CORP1.64%
TESLA INC1.47%
CHEVRON CORP1.43%
PROCTER & GAMBLE1.24%
HOME DEPOT INC1.21%
BANK OF AMERICA CORPORATION1.20%
MERCK & CO1.10%
JPMORGAN CHASE and CO0.94%
WELLS FARGO & CO0.91%
UNITEDHEALTH GRP0.91%
JOHNSON&JOHNSON0.89%
LINDE PLC0.86%
VISA INC-CLASS A0.85%
PEPSICO INC0.79%
VERIZON COMMUNICATIONS INC0.78%
ABBVIE INC0.77%
INTEL CORP0.77%
AT&T INC0.75%
CITIGROUP INC0.73%
NEXTERA ENERGY INC0.72%
THERMO FISHER SCIENTIFIC INC0.68%
ABBOTT LABS0.66%
TEXAS INSTRUMENTS INC0.65%
SALESFORCE INC0.65%
COCA-COLA CO/THE0.63%
WALT DISNEY CO/T0.63%
CONOCOPHILLIPS0.60%
PFIZER INC0.59%
SCHWAB CHARLES CORP0.58%
ANALOG DEVICES INC0.58%
CISCO SYSTEMS INC0.53%
UNION PACIFIC CORP0.53%
HONEYWELL INTL INC0.53%
GENERAL ELECTRIC CO0.53%
DEERE & CO0.53%
EATON CORP PLC0.51%
BLACKROCK INC0.51%
QUALCOMM INC0.51%
MASTERCARD INC CL A0.50%
LOWES COS INC0.49%
MCDONALDS CORP0.46%
BRISTOL-MYERS SQUIBB CO0.46%
PROLOGIS INC REIT0.45%
LOCKHEED MARTIN CORP0.45%
ACCENTURE PLC CL A0.45%
ORACLE CORP0.44%

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