Compare fund portfolios

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

vs

ILVBX vs INDZX

Shared holdings
20
ILVBX covered by INDZX
26.03%
INDZX covered by ILVBX
26.03%

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.

ILVBX (Feb. 28, 2026)

SecurityWeight
WALMART INC3.47%
EXXON MOBIL CORP3.34%
MERCK & CO3.09%
NEWMONT CORP2.52%
TECHNIPFMC PLC2.45%
AMAZON.COM INC2.41%
ALPHABET INC CL C2.38%
CITIGROUP INC2.21%
CUMMINS INC2.19%
CHUBB LTD2.15%
COMCAST CORP CL A2.09%
CARDINAL HEALTH INC2.07%
JAZZ PHARMA PLC1.99%
US BANCORP DEL1.98%
STATE STREET CORP1.97%
ULTA BEAUTY INC1.94%
EVERSOURCE ENERGY1.92%
CISCO SYSTEMS INC1.88%
EMCOR GROUP INC1.87%
NRG ENERGY INC1.83%
RENAISSANCERE HLDGS LTD1.83%
AMERICAN EXPRESS CO1.80%
HOST HOTELS & RE1.80%
ARCH CAPITAL GROUP LTD1.79%
SYSCO CORP1.76%
WELLS FARGO & CO1.70%
COLUMBIA SHORT TERM CASH FUND1.68%
SALESFORCE INC1.66%
T-MOBILE US INC1.65%
CRH PLC1.65%
EOG RESOURCES INC1.60%
ADOBE INC1.51%
VERTEX PHARMACEUTICALS INC1.48%
RAYMOND JAMES FINANCIAL INC.1.46%
GENPACT LTD1.45%
BIOMARIN PHARMACEUTICAL INC1.44%
EDISON INTL1.43%
EXPEDIA INC1.40%
MEDTRONIC PLC1.38%
THE CIGNA GROUP1.30%
BRIXMOR PROPERTY1.28%
NORTHERN TRUST CORP1.24%
ALPHABET INC CL A1.23%
UNITED AIRLINES HOLDINGS INC1.21%
WW GRAINGER INC1.19%
EPR PROPERTIES1.08%
ELEVANCE HEALTH INC1.05%
DEVON ENERGY CORP0.98%
WESTERN ALLIANCE BANCORP0.85%
GLOBE LIFE INC0.83%

INDZX (Feb. 28, 2026)

SecurityWeight
JPMORGAN CHASE and CO3.46%
COLUMBIA SHORT TERM CASH FUND3.00%
ALPHABET INC CL A2.96%
EXXON MOBIL CORP2.89%
WALMART INC2.72%
LAM RESEARCH CORP2.69%
PHILIP MORRIS INTL INC2.38%
AMAZON.COM INC2.22%
BERKSHIRE HATH-B2.21%
NVENT ELECTRIC PLC2.10%
EPAM SYSTEMS INC1.91%
BOEING CO/THE1.87%
CITIGROUP INC1.84%
CORNING INC1.83%
BANK OF NEW YORK MELLON CORP1.81%
LINDE PLC1.77%
ENTERGY CORP1.77%
COCA-COLA CO/THE1.75%
WELLTOWER INC1.69%
NORTHROP GRUMMAN CORP1.64%
THERMO FISHER SCIENTIFIC INC1.64%
GOLDMAN SACHS GROUP INC1.62%
PARKER HANNIFIN CORP1.61%
MERCK & CO1.60%
VALERO ENERGY CORP1.60%
WALT DISNEY CO/T1.59%
BRISTOL-MYERS SQUIBB CO1.58%
XCEL ENERGY INC1.57%
VERTEX PHARMACEUTICALS INC1.53%
CHUBB LTD1.52%
SALESFORCE INC1.50%
FEDEX CORP1.47%
COLGATE-PALMOLIVE CO1.46%
MORGAN STANLEY1.45%
AMEREN CORP1.40%
STANLEY BLACK and DECKER INC1.39%
CUMMINS INC1.39%
INGERSOLL RAND INC1.30%
EQUINIX INC1.29%
PNC FINANCIAL SERVICES GRP INC1.27%
THE CIGNA GROUP1.26%
NORFOLK SOUTHERN CORP1.24%
NIKE INC CL B1.23%
3M CO1.21%
M&T BANK CORP1.14%
MICROSOFT CORP1.11%
PPG INDUSTRIES INC1.10%
ZIMMER BIOMET HO1.09%
BROADCOM INC1.08%
TRANE TECHNOLOGIES PLC1.06%

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