Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
IVIYX vs WASAX
Shared holdings
60
IVIYX covered by WASAX
59.60%
WASAX covered by IVIYX
59.60%
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.
IVIYX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 5.94% | |
| TSMC | 5.00% | |
| MICROSOFT CORP | 3.75% | |
| APPLE INC | 3.37% | |
| ALPHABET INC CL A | 2.37% | |
| KLA CORP | 2.30% | |
| AMAZON.COM INC | 2.21% | |
| HOWMET AEROSPACE INC | 2.14% | |
| BBVA | 2.12% | |
| ALIMENTATION COUCHE-TARD INC | 2.03% | |
| MORGAN STANLEY | 2.03% | |
| BAE SYSTEMS PLC | 2.00% | |
| ING GROEP NV | 1.94% | |
| NETFLIX INC | 1.91% | |
| BJS WHSL CLUB HLDGS INC | 1.89% | |
| NTPC LTD | 1.88% | |
| CASEY'S GENERAL | 1.84% | |
| HILTON WORLDWIDE HOLDINGS INC | 1.84% | |
| SPOTIFY TECHNOLOGY SA | 1.83% | |
| AMER SPORTS INC | 1.82% | |
| Ascendis Pharma A/S | 1.82% | |
| MASTERCARD INC CL A | 1.81% | |
| LILLY ELI and CO | 1.78% | |
| SAIA INC | 1.77% | |
| REDE D'OR SAO LU | 1.74% | |
| PNC FINANCIAL SERVICES GRP INC | 1.67% | |
| AON PLC | 1.65% | |
| BROADCOM INC | 1.65% | |
| HOYA CORP | 1.63% | |
| INTERCONTINENTAL EXCHANGE INC | 1.63% | |
| Airbus SE | 1.63% | |
| HOME DEPOT INC | 1.56% | |
| BHARTI AIRTEL LIMITED | 1.50% | |
| SHERWIN WILLIAMS CO | 1.44% | |
| SCHNEIDER ELECTR | 1.42% | |
| CARRIER GLOBAL CORP | 1.38% | |
| META PLATFORMS INC CL A | 1.37% | |
| SMC CORP | 1.35% | |
| CAPITAL ONE FINANCIAL CORP | 1.33% | |
| FERRARI NV | 1.33% | |
| INGERSOLL RAND INC | 1.29% | |
| SLB LTD | 1.26% | |
| BARCLAYS PLC | 1.25% | |
| Fresenius SE & Company KGaA | 1.25% | |
| SALESFORCE INC | 1.21% | |
| SUNBELT RENTALS | 1.20% | |
| SAP SE | 1.17% | |
| SK HYNIX INC | 1.13% | |
| CEMEX SAB-SP ADR | 1.07% | |
| CONOCOPHILLIPS | 1.06% |
WASAX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| GOLD SPOT $/OZ - GOLD BULLION | 7.97% | |
| Vanguard S&P 500 ETF | 6.90% | |
| NVIDIA CORP | 3.54% | |
| TSMC | 2.98% | |
| MICROSOFT CORP | 2.23% | |
| ISH CORE EAFE | 2.02% | |
| APPLE INC | 2.01% | |
| ALPHABET INC CL A | 1.41% | |
| KLA CORP | 1.37% | |
| AMAZON.COM INC | 1.32% | |
| HOWMET AEROSPACE INC | 1.28% | |
| ISHARES CORE MSCI EMERGING MUTUAL FUND | 1.28% | |
| BBVA | 1.25% | |
| ALIMENTATION COUCHE-TARD INC | 1.21% | |
| MORGAN STANLEY | 1.21% | |
| BAE SYSTEMS PLC | 1.19% | |
| ING GROEP NV | 1.16% | |
| NETFLIX INC | 1.14% | |
| BJS WHSL CLUB HLDGS INC | 1.13% | |
| NTPC LTD | 1.12% | |
| CASEY'S GENERAL | 1.10% | |
| HILTON WORLDWIDE HOLDINGS INC | 1.10% | |
| SPOTIFY TECHNOLOGY SA | 1.09% | |
| Ascendis Pharma A/S | 1.09% | |
| AMER SPORTS INC | 1.08% | |
| MASTERCARD INC CL A | 1.08% | |
| LILLY ELI and CO | 1.06% | |
| SAIA INC | 1.06% | |
| REDE D'OR SAO LU | 1.04% | |
| PNC FINANCIAL SERVICES GRP INC | 1.00% | |
| AON PLC | 0.98% | |
| BROADCOM INC | 0.98% | |
| INTERCONTINENTAL EXCHANGE INC | 0.98% | |
| HOYA CORP | 0.97% | |
| Airbus SE | 0.97% | |
| HOME DEPOT INC | 0.93% | |
| BHARTI AIRTEL LIMITED | 0.89% | |
| SHERWIN WILLIAMS CO | 0.86% | |
| SCHNEIDER ELECTR | 0.85% | |
| CARRIER GLOBAL CORP | 0.82% | |
| META PLATFORMS INC CL A | 0.82% | |
| SMC CORP | 0.80% | |
| FERRARI NV | 0.79% | |
| CAPITAL ONE FINANCIAL CORP | 0.79% | |
| INGERSOLL RAND INC | 0.77% | |
| SLB LTD | 0.75% | |
| BARCLAYS PLC | 0.75% | |
| Fresenius SE & Company KGaA | 0.74% | |
| SALESFORCE INC | 0.72% | |
| SUNBELT RENTALS | 0.72% |
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