Compare fund portfolios

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

vs

INDZX vs JDVRX

Shared holdings
21
INDZX covered by JDVRX
32.18%
JDVRX covered by INDZX
32.18%

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.

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%

JDVRX (Feb. 27, 2026)

SecurityWeight
JPMORGAN CHASE and CO4.28%
ALPHABET INC CL A3.56%
WALMART INC3.16%
NISOURCE INC2.73%
EXXON MOBIL CORP2.57%
GOLDMAN SACHS GROUP INC2.51%
PARKER HANNIFIN CORP2.23%
RTX CORP2.19%
JOHNSON CONTROLS INTERNATIONAL PLC2.18%
CISCO SYSTEMS INC2.15%
WILLIAMS COS INC2.01%
BANK OF AMERICA CORPORATION2.00%
TAIWAN SEMIC MFG CO LTD SP ADR1.93%
CENTERPOINT ENERGY INC1.91%
GENERAL MOTORS CO1.87%
LILLY ELI and CO1.87%
CHEVRON CORP1.82%
PNC FINANCIAL SERVICES GRP INC1.82%
AMAZON.COM INC1.76%
NORTHROP GRUMMAN CORP1.66%
APPLIED MATERIALS INC1.64%
3M CO1.63%
ADV MICRO DEVICE1.58%
TRUIST FINL CORP1.57%
TOLL BROTHERS INC1.53%
METLIFE INC1.50%
CAMDEN PROP TR1.48%
SHELL PLC SPONS ADR1.48%
WALT DISNEY CO/T1.47%
UNION PACIFIC CORP1.45%
BROADCOM INC1.40%
ABBVIE INC1.40%
ASTRAZENECA PLC1.39%
Roche Holding AG1.37%
UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT1.35%
GAMING AND LEISURE PROPRTI INC1.35%
BOEING CO/THE1.34%
Airbus SE1.26%
CHUBB LTD1.24%
LOWES COS INC1.24%
PROLOGIS INC REIT1.22%
M&T BANK CORP1.21%
CATERPILLAR INC1.20%
TEXAS INSTRUMENTS INC1.17%
ESTEE LAUDER COS INC CL A1.13%
LINDE PLC1.11%
MERCK & CO1.09%
UNITED RENTALS INC1.06%
MCDONALDS CORP1.05%
GENERAL ELECTRIC CO1.05%

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