Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
IVEIX vs SOIUX
Shared holdings
7
IVEIX covered by SOIUX
17.35%
SOIUX covered by IVEIX
17.35%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 35 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
IVEIX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| DARLING INGREDIENTS INC | 4.09% | |
| NESTE OYJ | 4.04% | |
| VALERO ENERGY CORP | 3.79% | |
| AMEREN CORP | 3.78% | |
| EDP RENOVAVEIS S | 3.64% | |
| CONTEMPORARY A-H | 3.64% | |
| CMS ENERGY CORP | 3.62% | |
| NISOURCE INC | 3.56% | |
| XCEL ENERGY INC | 3.55% | |
| NEXTERA ENERGY INC | 3.52% | |
| SHELL PLC SPONS ADR | 3.51% | |
| RWE AG | 3.46% | |
| KINGSPAN GROUP | 3.35% | |
| SCHNEIDER ELECTR | 3.34% | |
| SSE PLC | 3.23% | |
| CF INDUSTRIES HOLDINGS INC | 3.18% | |
| JBS NV, Class A | 3.15% | |
| SLB LTD | 3.13% | |
| CUMMINS INC | 3.08% | |
| ALCOA CORP | 3.07% | |
| HOLCIM LTD | 2.98% | |
| CLP HOLDINGS LTD COMMON STOCK | 2.97% | |
| WASTE MANAGEMENT INC | 2.96% | |
| WEYERHAEUSER CO | 2.89% | |
| NUTRIEN LTD | 2.86% | |
| STEEL DYNAMICS INC | 2.72% | |
| WEST FRASER TIMB | 2.67% | |
| ANGLO AMER PLC | 2.63% | |
| ITRON INC | 2.53% | |
| AMAZON.COM INC | 2.48% | |
| FIRST SOLAR INC | 2.28% | |
| BlackRock Liquidity FedFund - Institutional Class | 0.07% | |
| MONEYMKT | 0.07% | |
| MSILF-GOVT-INS | 0.07% | |
| MONEYMKT | 0.07% |
SOIUX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| NEXTERA ENERGY INC | 5.58% | |
| ENTERGY CORP | 4.64% | |
| DUKE ENERGY CORP NEW | 4.32% | |
| DTE ENERGY CO | 3.90% | |
| PPL CORPORATION | 3.86% | |
| CONSTELLATION ENERGY CORP | 3.49% | |
| XCEL ENERGY INC | 3.44% | |
| AMERICAN ELECTRIC POWER CO INC | 3.44% | |
| MSILF-GOVT-INS | 3.34% | |
| SEMPRA ENERGY | 3.27% | |
| VISTRA CORP | 3.19% | |
| AMEREN CORP | 3.07% | |
| FIRSTENERGY CORP | 3.05% | |
| CMS ENERGY CORP | 3.03% | |
| NISOURCE INC | 2.96% | |
| PUB SERV ENTERP | 2.90% | |
| EXELON CORP | 2.61% | |
| EVERGY INC | 2.47% | |
| EVERSOURCE ENERGY | 2.36% | |
| ESSENTIAL UTILITIES INC | 2.35% | |
| WEC ENERGY GROUP INC | 2.20% | |
| CENTERPOINT ENERGY INC | 2.02% | |
| SOUTHERN CO | 1.99% | |
| NRG ENERGY INC | 1.85% | |
| ATMOS ENERGY CORP | 1.76% | |
| CLEARWAY ENERGY INC CL C | 1.61% | |
| PORTLAND GENERAL ELECTRIC CO | 1.52% | |
| EDISON INTL | 1.35% | |
| IDACORP INC | 1.35% | |
| WASTE MANAGEMENT INC | 1.25% | |
| TALEN ENERGY CORP | 1.19% | |
| CHESAPEAKE UTILITIES CORP | 1.15% | |
| NORTHWEST NATURAL HOLDING CO | 1.13% | |
| NEW JERSEY RESOURCES CORP | 1.09% | |
| NORTHWESTERN ENERGY GROUP INC | 0.98% | |
| ALLIANT ENERGY CORPORATION | 0.95% | |
| REPUBLIC SVCS | 0.82% | |
| DOMINION ENERGY INC | 0.80% | |
| AES CORP | 0.75% | |
| NATL FUEL GAS CO | 0.74% | |
| TARGA RESOURCES CORP | 0.74% | |
| WILLIAMS COS INC | 0.72% | |
| SOUTHWEST GAS HOLDINGS INC | 0.71% | |
| PINNACLE WEST CAPITAL CORP | 0.69% | |
| TXNM ENERGY INC | 0.56% | |
| CALIF WATER SRVC | 0.55% | |
| AMERICAN WATER WRKS COMPANY | 0.52% | |
| ONEOK INC | 0.50% | |
| KINDER MORGAN INC | 0.46% | |
| BROOKFIELD RENEW | 0.40% |
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