Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
LOWIX vs AIHAX
Shared holdings
3
LOWIX covered by AIHAX
11.65%
AIHAX covered by LOWIX
11.65%
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.
LOWIX (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% |
AIHAX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| iShares 5-10 Year Investment Grade Corporate Bond ETF | 18.26% | |
| PIMCO MULTISECTOR BOND ACTV MUTUAL FUND | 16.30% | |
| State Street DoubleLine TR Tact ETF | 10.81% | |
| FRST AM-GV OB-X | 9.62% | |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | 8.73% | |
| iShares 10+ Year Investment Grade Corporate Bond ETF | 8.32% | |
| Janus Henderson Mortgage-Backed Securities ETF | 7.33% | |
| State Street SPDR Portfolio Short Term Corporate Bond ETF | 7.07% | |
| PIMCO Active Bond Exchange-Traded Fund | 4.57% | |
| ISHARES TIPS BOND ETF MUTUAL FUND | 4.51% | |
| SIMPLIFY MBS ETF | 4.48% |
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