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ITEIX vs IRVIX

Shared holdings
60
ITEIX covered by IRVIX
36.34%
IRVIX covered by ITEIX
36.34%

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.

ITEIX (Dec. 31, 2025)

SecurityWeight
QUALCOMM INC2.06%
CITIGROUP INC2.05%
METLIFE INC2.04%
ALPHABET INC CL A2.01%
SOUTHERN CO1.94%
JPMORGAN CHASE and CO1.92%
SCHWAB CHARLES CORP1.91%
BANK OF AMERICA CORPORATION1.69%
TOTALENERGIES SE1.62%
L3HARRIS TECHNOLOGIES INC1.56%
ELEVANCE HEALTH INC1.56%
SAMSUNG ELECTRONICS CO LTD1.56%
AMAZON.COM INC1.54%
ALPHABET INC CL C1.51%
BECTON DICKINSON and CO1.50%
CHUBB LTD1.37%
US BANCORP DEL1.35%
CVS HEALTH CORP1.35%
CONOCOPHILLIPS1.35%
BOEING CO/THE1.34%
AMERICAN INTERNATIONAL GROUP1.33%
SIEMENS AG-REG1.33%
COLGATE-PALMOLIVE CO1.33%
WELLS FARGO & CO1.30%
LAS VEGAS SANDS CORP1.29%
EQUITABLE HOLDINGS INC1.28%
STANLEY BLACK and DECKER INC1.28%
ZIMMER BIOMET HO1.26%
EQUITY RESIDENTIAL REIT1.25%
LOEWS CORP1.23%
INTL PAPER CO1.22%
PHILIP MORRIS INTL INC1.22%
SALESFORCE INC1.22%
GENERAL ELECTRIC CO1.22%
SOUTHWEST AIRLINES CO1.21%
EXXON MOBIL CORP1.17%
PROCTER & GAMBLE1.14%
FIFTH THIRD BANCORP1.07%
CSX CORP1.05%
MICROSOFT CORP1.04%
HUNTINGTON BANCSHARES INC1.04%
CF INDUSTRIES HOLDINGS INC1.02%
WALT DISNEY CO/T1.01%
AMEREN CORP1.00%
VIATRIS INC0.95%
MERCK & CO0.95%
SEMPRA ENERGY0.91%
HOME DEPOT INC0.90%
APPLIED MATERIALS INC0.90%
THE CIGNA GROUP0.89%

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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