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IVOYX vs WAMFX

Shared holdings
9
IVOYX covered by WAMFX
12.20%
WAMFX covered by IVOYX
12.20%

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.

IVOYX (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%

WAMFX (March 31, 2026)

SecurityWeight
EVERSOURCE ENERGY2.27%
ESSENTIAL UTILITIES INC2.18%
PAYCHEX INC2.13%
ROSS STORES INC2.11%
TE CONNECTIVITY2.07%
METTLER-TOLEDO INTL INC2.05%
SEI INVESTMENTS2.01%
JONES LANG LASALLE INC1.95%
HUBBELL INC1.92%
APTARGROUP INC1.89%
BJS WHSL CLUB HLDGS INC1.87%
EOG RESOURCES INC1.85%
EDWARDS LIFESCIENCES CORP1.83%
NORDSON CORP1.82%
AMERICAN FINL GROUP INC OHIO1.80%
FORTINET INC1.80%
MSCI INC1.80%
SYSCO CORP1.78%
TERADYNE INC1.72%
IDEX CORPORATION1.68%
ATMOS ENERGY CORP1.63%
NEW YORK TIMES CO CL A1.58%
LINCOLN ELECTRIC HLDGS INC1.58%
CINCINNATI FINANCIAL CORP1.56%
ONE GAS INC1.56%
ALLEGION PLC1.55%
AMETEK INC NEW1.52%
VERISK ANALYTICS INC1.51%
MEDPACE HOLDINGS INC1.45%
SLB LTD1.44%
RPM INTL INC1.44%
STERIS PLC1.41%
CULLEN FROST BANKERS INC1.39%
AUTOZONE INC1.31%
NETAPP INC1.30%
BAKER HUGHES CO1.29%
CHOICE HOTELS INTL INC1.26%
FACTSET RESEARCH SYSTEMS INC1.24%
EXPEDITORS INTL OF WASH INC1.23%
DONALDSON CO INC1.16%
ON SEMICONDUCTOR CORP1.15%
JACK HENRY1.15%
GENUINE PARTS CO1.12%
CBOE GLOBAL MARKETS INC1.11%
SNAP-ON INCORPORATED1.11%
BROWN & BROWN1.10%
AGILENT TECHNOLOGIES INC1.10%
BALL CORP1.07%
DYNATRACE INC1.05%
CHURCH & DWIGHT1.04%

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