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HCYAX vs IRLIX

Shared holdings
30
HCYAX covered by IRLIX
18.50%
IRLIX covered by HCYAX
18.50%

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.

HCYAX (Feb. 28, 2026)

SecurityWeight
JPMorgan Nasdaq Equity Premium Income ETF5.23%
VANGUARD INT HDV5.20%
ISHARES MBS ETF MUTUAL FUND4.79%
VANGUARD INT-TERM CORPORATE MUTUAL FUND4.41%
JPMorgan Income ETF3.97%
SIMPLIFY MBS ETF3.58%
Goldman Sachs S&P 500 Premium Income ETF3.25%
JANUS HENDERSON AAA CLO ETF MUTUAL FUND2.96%
MONEY MARKET FUND2.58%
Vanguard Scottsdale Funds INTERMEDIATE-TERM TREASURY2.50%
ALPHABET INC CL A2.46%
UTILITIES SELECT SECTOR SPDR MUTUAL FUND2.29%
US TREASURY N/B2.13%
JPMORGAN EQUITY PREMIUM INCOME ETF2.01%
FT Vest Gold Strategy Target Income ETF2.01%
APPLE INC1.76%
META PLATFORMS INC CL A1.63%
MICROSOFT CORP1.59%
Vanguard Short-Term Corporate Bond ETF1.52%
ASTRAZENECA PLC1.24%
PROLOGIS INC REIT1.11%
Alerian MLP ETF1.05%
TJX COS INC0.98%
CISCO SYSTEMS INC0.95%
MCDONALDS CORP0.95%
LILLY ELI and CO0.90%
JPMORGAN CHASE and CO0.86%
HOME DEPOT INC0.85%
QUEST DIAGNOSTICS INC0.83%
WILLIAMS COS INC0.83%
CATERPILLAR INC0.78%
ANALOG DEVICES INC0.68%
UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT0.67%
BANK OF AMERICA CORPORATION0.65%
REPUBLIC SVCS0.64%
WELLS FARGO & CO0.64%
TAIWAN SEMIC MFG CO LTD SP ADR0.64%
PROCTER & GAMBLE0.61%
AMERICAN EXPRESS0.60%
EMERSON ELECTRIC CO0.58%
AMAZON.COM INC0.58%
HONEYWELL INTL INC0.58%
THERMO FISHER0.58%
JOHNSON&JOHNSON0.58%
ITOCHU CORP-ADR0.56%
CISCO SYSTEMS0.56%
AMGEN INC0.55%
GENERAL DYNAMICS CORPORATION0.52%
TRUIST FINL CORP0.52%
FANUC Corporation0.51%

IRLIX (March 31, 2026)

SecurityWeight
NVIDIA CORP8.58%
APPLE INC7.69%
MICROSOFT CORP5.77%
AMAZON.COM INC4.20%
ALPHABET INC CL A3.51%
BROADCOM INC3.01%
ALPHABET INC CL C2.85%
META PLATFORMS INC CL A2.63%
TESLA INC2.21%
BERKSHIRE HATH-B1.86%
JPMORGAN CHASE and CO1.68%
LILLY ELI and CO1.55%
EXXON MOBIL CORP1.51%
JOHNSON&JOHNSON1.24%
WALMART INC1.14%
VISA INC-CLASS A1.07%
COSTCO WHOLESALE CORP0.93%
NETFLIX INC0.86%
MASTERCARD INC CL A0.85%
CHEVRON CORP0.82%
ABBVIE INC0.81%
MICRON TECHNOLOGY INC0.79%
PROCTER & GAMBLE0.71%
CATERPILLAR INC0.69%
ADV MICRO DEVICE0.69%
HOME DEPOT INC0.69%
BANK OF AMERICA CORPORATION0.67%
PALANTIR TECHNOLOGIES INC0.67%
CISCO SYSTEMS INC0.65%
MERCK & CO0.63%
COCA-COLA CO/THE0.62%
GENERAL ELECTRIC CO0.62%
APPLIED MATERIALS INC0.57%
LAM RESEARCH CORP0.56%
iShares Russell Top 200 ETF0.54%
RTX CORP0.54%
PHILIP MORRIS INTL INC0.54%
GOLDMAN SACHS GROUP INC0.52%
ORACLE CORP0.52%
WELLS FARGO & CO0.52%
UNITEDHEALTH GRP0.52%
GE VERNOVA LLC0.50%
LINDE PLC0.49%
INTL BUS MACH CORP0.47%
MCDONALDS CORP0.47%
PEPSICO INC0.45%
VERIZON COMMUNICATIONS INC0.45%
AT&T INC0.42%
CITIGROUP INC0.41%
INTEL CORP0.41%

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