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ICAP vs UDIV

Shared holdings
42
ICAP covered by UDIV
20.46%
UDIV covered by ICAP
20.46%

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%

UDIV (March 31, 2026)

SecurityWeight
NVIDIA CORP6.93%
APPLE INC6.44%
MICROSOFT CORP4.62%
AMAZON.COM INC3.38%
ALPHABET INC CL A2.91%
ALPHABET INC CL C2.53%
BROADCOM INC2.41%
META PLATFORMS INC CL A2.06%
TESLA INC1.80%
JPMORGAN CHASE and CO1.57%
EXXON MOBIL CORP1.26%
LILLY ELI and CO1.24%
CHEVRON CORP1.23%
ABBVIE INC0.98%
JOHNSON&JOHNSON0.94%
HOME DEPOT INC0.92%
VERIZON COMMUNICATIONS INC0.88%
PFIZER INC0.83%
MORGAN STANLEY0.82%
AT&T INC0.82%
CISCO SYSTEMS INC0.77%
PEPSICO INC0.73%
BLACKROCK INC0.71%
MICRON TECHNOLOGY INC0.71%
BANK OF AMERICA CORPORATION0.70%
PHILIP MORRIS INTL INC0.69%
COCA-COLA CO/THE0.69%
MERCK & CO0.68%
PROCTER & GAMBLE0.64%
PROGRESSIVE CORP OHIO0.63%
BRISTOL-MYERS SQUIBB CO0.63%
PROLOGIS INC REIT0.63%
QUALCOMM INC0.62%
LAM RESEARCH CORP0.62%
TEXAS INSTRUMENTS INC0.62%
ALTRIA GROUP INC0.60%
INTL BUS MACH CORP0.58%
NETFLIX INC0.58%
ADV MICRO DEVICE0.58%
GOLDMAN SACHS GROUP INC0.56%
APPLIED MATERIALS INC0.56%
COMCAST CORP CL A0.55%
CITIGROUP INC0.54%
ACCENTURE PLC CL A0.54%
PALANTIR TECHNOLOGIES INC0.52%
WALMART INC0.52%
AMGEN INC0.50%
UNITEDHEALTH GRP0.49%
WELLS FARGO & CO0.49%
ORACLE CORP0.49%

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