Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
LOWAX vs EVGLX
Shared holdings
4
LOWAX covered by EVGLX
7.42%
EVGLX covered by LOWAX
7.42%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 13 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
LOWAX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB US LG VAL | 21.44% | |
| SCHW-US L/C GRW | 16.66% | |
| PIMCO Active Bond Exchange-Traded Fund | 10.20% | |
| Vanguard Intermediate-Term Bond ETF | 7.19% | |
| Invesco Total Return Bond ETF | 7.15% | |
| Avantis U.S. Small Cap Value ETF | 6.34% | |
| State Street DoubleLine TR Tact ETF | 6.12% | |
| INVESCO S&P SMAL | 5.23% | |
| WisdomTree U.S. Value Fund | 5.23% | |
| FMR-ENH INTL | 4.94% | |
| JPM HG EQ ETF | 4.82% | |
| ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW | 3.72% | |
| FRST AM-GV OB-X | 0.96% |
EVGLX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| NEW PERSPECTIVE FUND R6 (NPF CL R6) | 4.23% | |
| Invesco Nasdaq Next Gen 100 ETF | 3.27% | |
| VANGUARD US MOMENTUM FACTOR MUTUAL FUND | 3.12% | |
| WisdomTree U.S. Value Fund | 2.89% | |
| Vanguard Total World Stock ETF | 2.68% | |
| VNGRD MULTI ETF | 2.67% | |
| State Street SPDR Global Dow ETF | 2.58% | |
| Vanguard Strategic Equity Fund - Class Investor | 2.51% | |
| Invesco Dorsey Wright Developed Markets Momentum ETF | 2.47% | |
| ISHARES US SMALLCAP EQUITY F MUTUAL FUND | 2.43% | |
| DFA U.S. Targeted Value Portfolio - Class Institutional | 2.40% | |
| VictoryShares U.S. Small Mid Cap Value Momentum ETF | 2.38% | |
| iShares Morningstar Small-Cap Growth ETF | 2.34% | |
| First Trust U.S. Equity Opportunities ETF | 2.32% | |
| Vanguard Russell 2000 Growth | 2.29% | |
| SCHW-US L/C GRW | 2.28% | |
| Vanguard Strategic Small-Cap Equity Investor Class | 2.27% | |
| Nuveen Large Cap Growth Index Fund - Class R6 | 2.25% | |
| VANGUARD GRW ETF | 2.24% | |
| Vanguard Global Capital Cycles Fund - Class Investor | 2.09% | |
| SS SPDR S&P15 VT | 1.86% | |
| Vanguard S&P 500 ETF | 1.83% | |
| Schwab Fundamental U.S. Large Company ETF | 1.72% | |
| iShares Morningstar Value ETF | 1.65% | |
| U.S. Large Company Portfolio | 1.59% | |
| VANGUARD LARGE-CAP ETF MUTUAL FUND | 1.59% | |
| Vanguard Mega Cap ETF | 1.58% | |
| ISHARES CONVT BD | 1.58% | |
| Dimensional Global Equity Portfolio - Class Institutional | 1.52% | |
| T ROWE PR INST FLTNG RT-INST | 1.51% | |
| WisdomTree U.S. LargeCap Fund | 1.44% | |
| KRANESHARES MSCI E-MKT EX-CH MUTUAL FUND | 1.36% | |
| iShares MSCI International Value Factor ETF | 1.32% | |
| DFA International Value Portfolio - Class Institutional | 1.31% | |
| Invesco S&P International Developed Momentum ETF | 1.27% | |
| Eaton Vance Total Return Bond ETF | 1.25% | |
| FMR-ENH INTL | 1.18% | |
| Vanguard Intermediate-Term Bond ETF | 1.07% | |
| ISHARES INTERNATIONAL SMALL MUTUAL FUND | 1.01% | |
| Vanguard Emerging Markets Bond Fund, Admiral Shares | 1.01% | |
| Vanguard International Explorer Fund - Class Investor | 1.00% | |
| Allspring Core Plus Bond Fund - Class R6 | 0.99% | |
| iShares MSCI Global Silver & Metals Miners ETF | 0.99% | |
| Pacer Aristotle Pacific Floating Rate High Income ETF | 0.98% | |
| ISHARES EMERGING MARKETS EQU MUTUAL FUND | 0.92% | |
| Dodge & Cox Global Bond Fund - Class I | 0.91% | |
| Avantis Emerging Markets Equity ETF | 0.88% | |
| ISHARES MSCI GLOBAL GOLD MIN MUTUAL FUND | 0.85% | |
| WisdomTree Interest Rate Hedged High Yield Bond Fund | 0.81% | |
| ISHARES 10 20 YEAR TREASURY BOND ETF | 0.74% |
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