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IVOSX vs SMIG

Shared holdings
8
IVOSX covered by SMIG
14.98%
SMIG covered by IVOSX
14.98%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 40 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

IVOSX (March 31, 2026)

SecurityWeight
FASTENAL CO3.21%
CARDINAL HEALTH INC3.06%
PACKAGING CORP OF AMERICA3.06%
SNAP-ON INCORPORATED3.04%
SONOCO PRODUCTS CO3.03%
QUEST DIAGNOSTICS INC3.00%
GARMIN LTD2.99%
AVERY DENNISON CORP2.94%
TRAVEL+LEISURE CO2.92%
DARDEN RESTAURANTS INC2.92%
NVENT ELECTRIC PLC2.92%
RPM INTL INC2.91%
WATSCO INC2.90%
FIRST AMERICAN FINANCIAL CORP2.89%
ROYALTY PHARMA PLC2.88%
L3HARRIS TECHNOLOGIES INC2.87%
SERVICE CORP INTERNATIONAL INC2.82%
EXTRA SPACE STORAGE INC2.80%
SEAGATE TECHNOLOGY HOLDINGS PLC2.72%
NETAPP INC2.71%
HERSHEY CO/THE2.71%
TRACTOR SUPPLY CO.2.70%
ROLLINS INC2.69%
TE CONNECTIVITY PLC2.68%
LEVI STRAUSS and COMPANY CL A2.66%
VAIL RESORTS INC2.66%
APTARGROUP INC2.65%
MICROCHIP TECHNOLOGY2.65%
ARTHUR J GALLAGHAR AND CO2.56%
SLB LTD2.52%
EVERGY INC2.50%
PAYCHEX INC2.47%
BROADRIDGE FINL2.37%
KILROY REALTY CORP2.26%
MCCORMICK-N/V2.25%
ARES MANAGEMENT CORP CL A1.97%
MONEYMKT0.28%
MONEYMKT0.28%
MSILF-GOVT-INS0.28%
BlackRock Liquidity FedFund - Institutional Class0.28%

SMIG (March 31, 2026)

SecurityWeight
TARGA RESOURCES CORP7.03%
SNAP-ON INCORPORATED4.78%
HARTFORD INSURANCE GROUP INC/THE4.48%
DT MIDSTREAM INC4.34%
VICTORY CAPITAL HOLDINGS INC CL A4.29%
GILDAN ACTIVEWEAR INC4.28%
HUBBELL INC4.23%
NISOURCE INC3.64%
US PHYSICAL THERAPY INC3.37%
EVERCORE INC A3.35%
PACKAGING CORP OF AMERICA3.31%
ALLIANT ENERGY CORPORATION3.24%
REINSURANCE GROUP OF AMERICA3.01%
AMERICAN HEALTHCARE REIT INC2.77%
TEXAS ROADHOUSE INC2.70%
AGREE REALTY CORP2.69%
EQUITY LIFESTYLE PPTYS INC2.67%
ATMOS ENERGY CORP2.53%
WATSCO INC2.44%
RB GLOBAL INC2.39%
AMERICAN FINL GROUP INC OHIO2.22%
RYDER SYSTEM INC2.15%
CBOE GLOBAL MARKETS INC2.07%
FIRST FIN BANCRP2.05%
RPM INTL INC2.03%
INTERPARFUMS INC2.02%
CMS ENERGY CORP2.02%
AMDOCS LTD1.76%
BROADRIDGE FINL1.71%
AVERY DENNISON CORP1.66%
TERRENO REALTY CORP1.51%
ALLEGION PLC1.46%
Plains GP Holdings LP LTD PARTNER INT CL A NEW IN1.45%
PENSKE AUTOMOTIVE GROUP INC1.16%
Silicon Motion Technology Corp. SPONSORED ADR0.85%
MARZETTI COMPANY/THE0.80%
NETAPP INC0.65%
OSHKOSH CORP0.50%
TRACTOR SUPPLY CO.0.39%
U.S. Treasury Bills0.02%

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