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MVAL vs SMOT

Shared holdings
21
MVAL covered by SMOT
19.76%
SMOT covered by MVAL
19.76%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 41 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

MVAL (March 31, 2026)

SecurityWeight
BRISTOL-MYERS SQUIBB CO4.85%
CONSTELLATION BRANDS INC CL A4.59%
UNITED PARCEL SERVICE INC CL B4.57%
KENVUE INC4.46%
BROWN FORMAN CORP NON VTG CL B4.42%
ZIMMER BIOMET HO4.39%
CLOROX CO4.37%
DANAHER CORP4.03%
THE CAMPBELL'S COMPANY3.70%
GE HEALTHCARE TECHNOLOGIES INC WI3.02%
OTIS WORLDWIDE CORP3.01%
NXP SEMICONDUCTORS NV2.91%
NORTHROP GRUMMAN CORP2.62%
AIR PRODUCTS and CHEMICALS INC2.57%
MERCK & CO2.53%
MASCO CORPORATION2.47%
ESTEE LAUDER COS INC CL A2.45%
HERSHEY CO/THE2.44%
US BANCORP DEL2.39%
MARKETAXESS HLDGS INC2.37%
NIKE INC CL B2.32%
THERMO FISHER SCIENTIFIC INC2.31%
MONDELEZ INTL INC2.22%
PEPSICO INC2.22%
BOEING CO/THE2.08%
MICROSOFT CORP2.03%
ETSY INC2.00%
AIRBNB INC CLASS A1.98%
ZOETIS INC CL A1.66%
APPLIED MATERIALS INC1.58%
AGILENT TECHNOLOGIES INC1.46%
CORTEVA INC1.39%
S&P GLOBAL INC1.31%
SCHWAB CHARLES CORP1.14%
BLACKSTONE INC1.03%
ADOBE INC0.97%
HUNTINGTON INGALLS INDUSTRIES INC0.95%
IDEX CORPORATION0.91%
WEST PHARMACEUTICAL SVCS INC0.81%
SALESFORCE INC0.77%
State Street Navigator Securities Lending Government Money Market Portfolio0.72%

SMOT (March 31, 2026)

SecurityWeight
DEVON ENERGY CORP1.66%
AKAMAI TECHNOLOGIES INC1.66%
SLB LTD1.65%
ALBEMARLE CORP1.64%
CORTEVA INC1.58%
ROYALTY PHARMA PLC1.54%
DUPONT DE NEMOURS INC1.45%
MARVELL TECHNOLOGY INC1.43%
MONDELEZ INTL INC1.39%
THE CIGNA GROUP1.36%
BIOMARIN PHARMACEUTICAL INC1.35%
AIRBNB INC CLASS A1.34%
BIOGEN INC1.34%
ZIMMER BIOMET HO1.32%
CARNIVAL CORP1.32%
ZOOM VIDEO COMMUNICATIONS INC CL A1.32%
AMCOR PLC1.30%
VONTIER CORP W/I1.29%
MASCO CORPORATION1.29%
T ROWE PRICE GRP1.26%
KRAFT HEINZ CO/T1.25%
ETSY INC1.24%
CROWN CASTLE INC1.22%
BIO-TECHNE CORP1.22%
NXP SEMICONDUCTORS NV1.22%
JACK HENRY1.21%
OTIS WORLDWIDE CORP1.21%
CF INDUSTRIES HOLDINGS INC1.21%
BECTON DICKINSON and CO1.21%
RESMED INC1.21%
SBA COMMUNICATIONS CORP1.21%
GE HEALTHCARE TECHNOLOGIES INC WI1.21%
ACUITY INC1.20%
TRANSUNION1.20%
EQUIFAX INC1.18%
DATADOG INC CL A1.13%
LAMB WESTON HOLDINGS INC1.11%
EOG RESOURCES INC0.90%
BALL CORP0.86%
DIAMONDBACK ENERGY INC0.86%
CELANESE CORP0.85%
AIR PRODUCTS and CHEMICALS INC0.84%
L3HARRIS TECHNOLOGIES INC0.84%
HUNTINGTON INGALLS INDUSTRIES INC0.83%
GENERAC HOLDINGS INC0.81%
DOW INC0.80%
HERSHEY CO/THE0.80%
OSHKOSH CORP0.79%
NORDSON CORP0.79%
HASBRO INC0.79%

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