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LSVFX vs LSVEX

Shared holdings
51
LSVFX covered by LSVEX
36.98%
LSVEX covered by LSVFX
36.98%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

LSVFX (April 30, 2026)

SecurityWeight
CISCO SYSTEMS INC2.64%
BRISTOL-MYERS SQUIBB CO2.05%
JAZZ PHARMACEUTI1.61%
ARROW ELECTRONICS INC COMMON STOCK1.49%
ALTRIA GROUP INC1.44%
VERIZON COMMUNICATIONS INC1.43%
EXXON MOBIL CORP1.38%
TD SYNNEX CORP1.36%
BANK OF NEW YORK MELLON CORP COMMON STOCK1.34%
Novartis AG (Registered)1.32%
HSBC HOLDINGS PL1.32%
AT&T INC1.27%
COMCAST CORP CL A1.26%
KROGER CO1.22%
TOTALENERGIES SE1.20%
PFIZER INC1.17%
CFD_EQS GOLDUS33 22569081.16%
ALPHABET INC CL A1.15%
JOHNSON&JOHNSON1.14%
SHELL PLC1.08%
AVNET INC COMMON STOCK1.07%
KRUNG THAI BANK PCL1.04%
OLD REPUBLIC INTL CORP1.03%
SK TELECOM1.03%
BORGWARNER INC COMMON STOCK1.02%
UNIQA INSURANCE1.01%
MAGYAR TELEKOM1.00%
WH GROUP LTD0.96%
BANK OF CHINA-H0.96%
TEXTRON INC0.95%
COGNIZANT TECH SOLUTIONS CL A0.95%
CANON INC0.95%
NEWMARKET CORP0.94%
VALIANT HLDG AG0.92%
MOLSON COORS BEVERAGE CO B0.89%
CAN IMPL BK COMM0.89%
CHIPBOND TECH0.88%
ENI SPA0.87%
Bank of Nova Scotia/The0.85%
DROPBOX INC CL A0.84%
SWEDBANK AB-A0.84%
AMBANK HLDG BHD0.83%
HP INC0.83%
REPSOL SA0.83%
TELEF BRASIL0.82%
HARTFORD INSURANCE GROUP INC/THE0.82%
AUTOLIV INC COMMON STOCK0.81%
UNUM GROUP0.80%
PETROCHINA-H0.80%
TESCO PLC0.79%

LSVEX (April 30, 2026)

SecurityWeight
ALPHABET INC CL A2.82%
CITIGROUP INC1.92%
CISCO SYSTEMS INC1.80%
BRISTOL-MYERS SQUIBB CO1.70%
VERIZON COMMUNICATIONS INC1.70%
QUALCOMM INC1.68%
ALTRIA GROUP INC1.62%
MERCK & CO1.46%
WELLS FARGO & CO1.45%
DELL TECHNOLOGIES INC CL C1.41%
COMCAST CORP CL A1.39%
STATE STREET CORP1.39%
AT&T INC1.39%
KROGER CO1.33%
CVS HEALTH CORP1.28%
VALERO ENERGY CORP1.26%
PFIZER INC1.25%
FEDEX CORP1.22%
BANK OF NEW YORK MELLON CORP COMMON STOCK1.20%
HEWLETT PACKARD ENTERPRISE CO1.18%
NEWMONT CORP1.18%
GENERAL MOTORS CO1.14%
CITIZENS FINANCIAL GROUP INC1.13%
EBAY INC1.10%
EXXON MOBIL CORP1.08%
HCA HEALTHCARE INC1.07%
TEXTRON INC1.06%
GILEAD SCIENCES INC1.05%
RYDER SYSTEM INC1.01%
TD SYNNEX CORP0.99%
HARTFORD INSURANCE GROUP INC/THE0.98%
HALLIBURTON CO0.97%
PULTEGROUP INC0.97%
ALLISON TRANSMISSION HLDGS INC0.97%
PAYPAL HOLDINGS0.97%
JAZZ PHARMACEUTI0.95%
MARATHON PETROLEUM CORP0.94%
AMERICAN INTERNATIONAL GROUP COMMON STOCK0.92%
CIRRUS LOGIC INC0.90%
ENERSYS INC0.89%
INCYTE CORP0.88%
HOST HOTELS & RE0.87%
BANK OF AMERICA CORP COMMON STOCK0.84%
BORGWARNER INC COMMON STOCK0.84%
THE CIGNA GROUP0.84%
REGIONS FINANCIAL CORP0.84%
CONOCOPHILLIPS0.81%
KRAFT HEINZ CO/T0.81%
WALT DISNEY CO/T0.78%
ARROW ELECTRONICS INC COMMON STOCK0.78%

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