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ILVBX vs IRVIX

Shared holdings
33
ILVBX covered by IRVIX
27.14%
IRVIX covered by ILVBX
27.14%

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%

IRVIX (March 31, 2026)

SecurityWeight
BERKSHIRE HATH-B4.25%
JPMORGAN CHASE and CO3.84%
EXXON MOBIL CORP3.44%
ALPHABET INC CL A2.85%
JOHNSON&JOHNSON2.83%
AMAZON.COM INC2.64%
WALMART INC2.34%
ALPHABET INC CL C2.32%
CHEVRON CORP1.86%
MICRON TECHNOLOGY INC1.81%
PROCTER & GAMBLE1.63%
CISCO SYSTEMS INC1.48%
MERCK & CO1.44%
BANK OF AMERICA CORPORATION1.42%
CATERPILLAR INC1.38%
RTX CORP1.24%
PHILIP MORRIS INTL INC1.24%
WELLS FARGO & CO1.18%
UNITEDHEALTH GRP1.18%
iShares Russell Top 200 Value ETF1.14%
GOLDMAN SACHS GROUP INC1.13%
LINDE PLC1.12%
INTL BUS MACH CORP1.08%
META PLATFORMS INC CL A1.07%
VERIZON COMMUNICATIONS INC1.02%
MCDONALDS CORP1.01%
AT&T INC0.96%
INTEL CORP0.94%
APPLIED MATERIALS INC0.93%
NEXTERA ENERGY INC0.93%
MORGAN STANLEY0.90%
THERMO FISHER SCIENTIFIC INC0.89%
PEPSICO INC0.88%
ABBOTT LABS0.85%
WALT DISNEY CO/T0.82%
CONOCOPHILLIPS0.78%
CITIGROUP INC0.78%
PFIZER INC0.77%
ANALOG DEVICES INC0.75%
COCA-COLA CO/THE0.73%
SALESFORCE INC0.73%
BLACKROCK INC0.70%
HONEYWELL INTL INC0.69%
SCHWAB CHARLES CORP0.69%
EATON CORP PLC0.67%
DEERE & CO0.66%
ADV MICRO DEVICE0.65%
WELLTOWER INC0.65%
UNION PACIFIC CORP0.64%
LOWES COS INC0.64%

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