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RJDI vs WDIAX

Shared holdings
13
RJDI covered by WDIAX
29.36%
WDIAX covered by RJDI
29.36%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 38 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

RJDI (March 31, 2026)

SecurityWeight
BROADCOM INC6.83%
WALMART INC4.95%
ANALOG DEVICES INC4.43%
TAPESTRY INC4.38%
JOHNSON CONTROLS INTERNATIONAL PLC4.23%
JPMORGAN CHASE and CO4.05%
CORNING INC3.80%
WELLTOWER INC3.57%
MOTOROLA SOLUTIONS INC3.54%
APPLE INC3.50%
ABBVIE INC3.26%
EATON CORP PLC3.12%
VERIZON COMMUNICATIONS INC3.08%
JOHNSON&JOHNSON2.99%
PHILIP MORRIS INTL INC2.91%
MICROSOFT CORP2.89%
MAIN STREET CAPITAL CORP COMMON STOCK USD.012.82%
MLP2.66%
PNC FINANCIAL SERVICES GRP INC2.58%
DARDEN RESTAURANTS INC2.49%
CUMMINS INC2.31%
Enterprise Products Partners LP2.19%
MERCK & CO2.16%
CME GROUP INC CL A2.13%
AIR PRODUCTS and CHEMICALS INC2.09%
UNION PACIFIC CORP2.08%
REALTY INCOME CORP REIT2.03%
NEXTERA ENERGY INC2.02%
CHUBB LTD1.65%
ENTERGY CORP1.45%
MARATHON PETROLEUM CORP1.42%
COMCAST CORP CL A1.10%
BEST BUY CO INC1.01%
UNITEDHEALTH GRP0.99%
ZOETIS INC CL A0.98%
HOME DEPOT INC0.91%
FIDELITY NATL INFORM SVCS INC0.89%
FRST AM-GV OB-X0.50%

WDIAX (Jan. 30, 2026)

SecurityWeight
JPMORGAN CHASE and CO5.50%
BANK OF AMERICA CORPORATION4.50%
MORGAN STANLEY3.83%
JOHNSON CONTROLS INTERNATIONAL PLC3.65%
JOHNSON&JOHNSON3.32%
BROADCOM INC3.32%
VERIZON COMMUNICATIONS INC3.20%
CISCO SYSTEMS INC3.01%
INTL BUS MACH CORP2.83%
CHEVRON CORP2.59%
PFIZER INC2.57%
ABBVIE INC2.56%
CATERPILLAR INC2.55%
QUALCOMM INC2.44%
TEXAS INSTRUMENTS INC2.41%
BLACKROCK INC2.30%
AMERICAN ELECTRIC POWER CO INC2.26%
MEDTRONIC PLC2.26%
VALERO ENERGY CORP2.14%
EXXON MOBIL CORP2.10%
DUKE ENERGY CORP NEW2.09%
OLD REPUBLIC INTL CORP2.07%
UNITEDHEALTH GRP2.01%
PHILIP MORRIS INTL INC2.00%
METLIFE INC1.97%
HEALTHPEAK PROPERTIES INC1.87%
UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT1.80%
LOCKHEED MARTIN CORP1.80%
VICI PROPERTIES1.80%
PACCAR INC1.75%
DREY-GVT CSH-I1.73%
CME GROUP INC CL A1.67%
STARBUCKS CORP1.65%
REGIONS FINANCIAL CORP1.53%
HOME DEPOT INC1.51%
AT&T INC1.49%
SANOFI SPON ADR1.47%
AIR PRODUCTS and CHEMICALS INC1.47%
TARGET CORP1.45%
UNION PACIFIC CORP1.39%
NEXTERA ENERGY INC1.28%
PEPSICO INC1.27%
ENBRIDGE INC1.27%
PROCTER & GAMBLE1.22%
MCDONALDS CORP1.11%
WALMART INC0.00%
RRP FNMA 30YR REPO0.00%
USD/SEK FORWARD0.00%
CF SECURED LLC TRI PARTY0.00%
CITI TREAS TRI-PARTY0.00%

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