Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
IOLZX vs IYG
Shared holdings
6
IOLZX covered by IYG
10.56%
IYG covered by IOLZX
10.56%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 34 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
IOLZX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SEAGATE TECHNOLO | 7.93% | |
| CENTURY ALUMINUM COMPANY | 5.97% | |
| KAISER ALUMINUM | 5.37% | |
| ARMSTRONG WORLD INDUSTRIES INC | 4.45% | |
| HORACE MANN EDUCATORS CORP | 4.40% | |
| LPL FINL HLDGS INC | 4.32% | |
| JPMORGAN CHASE and CO | 4.25% | |
| TRUIST FINL CORP | 3.79% | |
| DELTA AIR LI | 3.78% | |
| DOUGLAS DYNAMICS INC | 3.62% | |
| LINCOLN NATL CRP | 3.59% | |
| PHILLIPS 66 | 3.50% | |
| MSC INDUSTRIAL DIRECT CO CL A | 3.46% | |
| BANK OF AMERICA CORPORATION | 3.34% | |
| MAGNA INTL | 3.19% | |
| CHEMOURS CO/ THE | 3.06% | |
| STANLEY BLACK and DECKER INC | 2.88% | |
| LAZARD INC CL A | 2.83% | |
| GILDAN ACTIVEWEAR INC | 2.77% | |
| ALAMO GROUP INC | 2.58% | |
| EXTREME NETWORKS INC | 2.55% | |
| Vodafone Group Public Limited Company | 2.50% | |
| INTL PAPER CO | 2.39% | |
| RH | 1.87% | |
| SOUTHWEST AIRLINES CO | 1.78% | |
| GLOBAL PAYMENTS INC | 1.68% | |
| EURONET WORLDWIDE INC | 1.64% | |
| MASTERCARD INC CL A | 1.51% | |
| SYNAPTICS INC | 1.46% | |
| CEVA INC | 1.16% | |
| NVIDIA CORP | 0.92% | |
| Direxion Small Cap Bull 3X Shares | 0.79% | |
| iShares Trust MSCI ACWI ETF | 0.44% | |
| FRST AM-GV OB-X | 0.23% |
IYG (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| BERKSHIRE HATH-B | 12.70% | |
| JPMORGAN CHASE and CO | 11.99% | |
| VISA INC-CLASS A | 7.83% | |
| MASTERCARD INC CL A | 6.37% | |
| BANK OF AMERICA CORPORATION | 5.15% | |
| WELLS FARGO & CO | 4.09% | |
| GOLDMAN SACHS GROUP INC | 4.04% | |
| MORGAN STANLEY | 3.18% | |
| CITIGROUP INC | 2.98% | |
| AMERICAN EXPRESS CO | 2.72% | |
| SCHWAB CHARLES CORP | 2.50% | |
| S&P GLOBAL INC | 2.36% | |
| BLACKROCK INC | 2.33% | |
| CAPITAL ONE FINANCIAL CORP | 2.00% | |
| BLACKSTONE INC | 1.51% | |
| CME GROUP INC CL A | 1.50% | |
| INTERCONTINENTAL EXCHANGE INC | 1.43% | |
| PNC FINANCIAL SERVICES GRP INC | 1.27% | |
| US BANCORP DEL | 1.26% | |
| BANK OF NEW YORK MELLON CORP | 1.21% | |
| MOODYS CORP | 1.14% | |
| KKR & CO INC | 1.13% | |
| ROBINHOOD MARKETS INC | 1.13% | |
| TRUIST FINL CORP | 0.95% | |
| APOLLO GLOBAL MANAGEMENT INC | 0.90% | |
| AMERIPRISE FINANCIAL INC | 0.69% | |
| MSCI INC | 0.66% | |
| COINBASE GLOBAL INC | 0.64% | |
| NASDAQ INC | 0.63% | |
| STATE STREET CORP | 0.53% | |
| M&T BANK CORP | 0.50% | |
| FIFTH THIRD BANCORP | 0.48% | |
| INTERACTIVE BROKERS GROUP INC | 0.48% | |
| ARES MANAGEMENT CORP CL A | 0.44% | |
| RAYMOND JAMES FINANCIAL INC. | 0.42% | |
| LPL FINL HLDGS INC | 0.42% | |
| SOFI TECHNOLOGIES INC A | 0.41% | |
| NORTHERN TRUST CORP | 0.41% | |
| HUNTINGTON BANCSHARES INC | 0.40% | |
| CBOE GLOBAL MARKETS INC | 0.40% | |
| CITIZENS FINANCIAL GROUP INC | 0.39% | |
| SYNCHRONY FINANCIAL | 0.38% | |
| REGIONS FINANCIAL CORP | 0.36% | |
| T ROWE PRICE GRP | 0.33% | |
| FIRST CITIZENS BANCSHARES INC CL A | 0.30% | |
| KEYCORP | 0.29% | |
| ROCKET COS INC-A | 0.25% | |
| EAST WEST BNCRP | 0.22% | |
| CARLYLE GROUP INC (THE) | 0.22% | |
| PINNACLE FINANCIAL PARTNERS INC | 0.21% |
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