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See how two funds' portfolios overlap. Enter two tickers:
KADAX vs OVM
Shared holdings
1
KADAX covered by OVM
23.64%
OVM covered by KADAX
23.64%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 17 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
KADAX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| Mount Vernon Liquid Assets Portfolio, LLC | 31.08% | |
| VANGUARD US TOTAL STOCK MARKET SHARES INDEX ETF | 13.54% | |
| JANUS HENDERSON AAA CLO ETF MUTUAL FUND | 9.10% | |
| Manning & Napier High Yield Bond Series | 8.50% | |
| Victory Pioneer Strategic Income Fund | 7.07% | |
| iShares Broad USD High Yield Corporate Bond ETF | 5.83% | |
| Vanguard S&P 500 ETF | 5.53% | |
| iShares Core High Dividend ETF | 3.53% | |
| BNY Mellon Global Infrastructure Income ETF | 3.35% | |
| iShares 5-10 Year Investment Grade Corporate Bond ETF | 3.06% | |
| STATE STREET SPDR PORT S&P 500 VALUE MUTUAL FUND | 2.59% | |
| ISHARES J P MORGAN EM HIGH YIELD BOND ETF | 2.44% | |
| iShares JP Morgan USD Em Mkts Bd ETF | 1.69% | |
| US BANK MMDA - USBGFS 9 | 0.84% | |
| John Hancock High Yield ETF | 0.70% | |
| Invesco S&P International Developed Momentum ETF | 0.67% | |
| Freedom 100 Emerging Markets ETF | 0.49% |
OVM (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| ISHARES NATIONAL MUNI BOND ETF ISHARES NATIONAL MUNI BOND E | 76.35% | |
| Mount Vernon Liquid Assets Portfolio, LLC | 23.64% | |
| US ULTRA BOND CBT Sep25 | 0.02% |
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