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ICAP vs FDVV

Shared holdings
27
ICAP covered by FDVV
22.11%
FDVV covered by ICAP
22.11%

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.

ICAP (Feb. 28, 2026)

SecurityWeight
AMAZON.COM INC4.31%
GLOBAL NET LEASE INC4.00%
CITIZENS FINANCIAL GROUP INC3.57%
MARVELL TECHNOLOGY INC3.47%
TOLL BROTHERS INC3.38%
LENNAR CORP CL A3.13%
NEXTERA ENERGY INC3.12%
PHILIP MORRIS INTL INC3.11%
FREEPORT MCMORAN INC2.90%
GOLDMAN SACHS GROUP INC2.71%
APOLLO GLOBAL MANAGEMENT INC2.61%
PEPSICO INC2.46%
MERCK & CO2.27%
KKR & CO INC2.27%
META PLATFORMS INC CL A2.06%
NVIDIA CORP2.03%
EDISON INTL1.98%
VISTRA CORP1.90%
KENVUE INC1.87%
XCEL ENERGY INC1.77%
MPLX LP PARTNERSHIP SHARES1.68%
ZIONS BANCORP NA1.63%
MICROSOFT CORP1.55%
Adamas Trust, Inc., Series D, Pfd.1.52%
MCDONALDS CORP1.38%
BXP INC1.36%
Redwood Trust, Inc., 9.000%, 09/01/20291.35%
BROADCOM INC1.23%
KILROY REALTY CORP1.22%
KKR & Company, Inc., Convertible, 6.250%1.21%
US BANCORP DEL1.19%
REXFORD INDUSTRIAL REALTY INC1.19%
REALTY INCOME CORP REIT1.18%
KRAFT HEINZ CO/T1.15%
M&T BANK CORP1.15%
Rithm Capital Corp., 8.750%, due 11/15/20301.09%
ALLIANT ENERGY CORPORATION1.05%
VERIZON COMMUNICATIONS INC0.99%
BLACKSTONE INC0.99%
COREBRIDGE FINANCIAL INC PREFERRED STOCK 12/64 6.3750.95%
COTERRA ENERGY INC0.95%
NORTHWEST NATURAL HOLDING CO0.92%
RLJ Lodging Trust PREFERRED STOCK0.92%
COCA-COLA CO/THE0.89%
FIFTH THIRD BANCORP0.86%
AGNC INVESTMENT CORP SER H PFD PERP0.83%
FIRST AM-TR OB-X0.80%
FRST AM-GV OB-X0.80%
CROWN CASTLE INC0.80%
CISCO SYSTEMS INC0.79%

FDVV (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP6.56%
APPLE INC5.38%
MICROSOFT CORP4.47%
BROADCOM INC2.77%
JPMORGAN CHASE and CO2.61%
ABN AMRO BANK-CV2.58%
EXXON MOBIL CORP2.35%
PHILIP MORRIS INTL INC2.16%
CITIGROUP INC2.01%
COCA-COLA CO/THE1.95%
VISA INC-CLASS A1.90%
BANK OF AMERICA CORPORATION1.84%
WELLS FARGO & CO1.76%
HERSHEY CO/THE1.74%
CHEVRON CORP1.71%
PROCTER & GAMBLE1.68%
PEPSICO INC1.66%
ALTRIA GROUP INC1.66%
NEXTERA ENERGY INC1.61%
SVENSKA HAN-A1.60%
ALPHABET INC CL A1.57%
CME GROUP INC CL A1.53%
US BANCORP DEL1.50%
AES CORP1.49%
AMERICAN ELECTRIC POWER CO INC1.37%
DEVON ENERGY CORP1.32%
AGNC INVESTMENT CORP1.31%
ANNALY CAPITAL MGMT INC REIT1.31%
EDISON INTL1.29%
SOUTHERN CO1.27%
DUKE ENERGY CORP NEW1.26%
DOMINION ENERGY INC1.25%
CISCO SYSTEMS INC1.20%
DIAMONDBACK ENERGY INC1.13%
INTL BUS MACH CORP1.10%
BLACKSTONE INC1.09%
KRAFT HEINZ CO/T1.09%
TPG INC1.07%
EOG RESOURCES INC1.05%
TEXAS INSTRUMENTS INC1.02%
PROLOGIS INC REIT1.01%
CHORD ENERGY CORP1.00%
MICROCHIP TECHNOLOGY0.98%
VIPER ENERGY INC A0.93%
REALTY INCOME CORP REIT0.92%
SIMON PROPERTY0.89%
OMEGA HEALTHCARE INVESTORS INC0.87%
HOST HOTELS & RE0.87%
AMERICAN TOWER CORP0.84%
CROWN CASTLE INC0.78%

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