Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SHXAX vs IYF
Shared holdings
5
SHXAX covered by IYF
11.66%
IYF covered by SHXAX
11.66%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 29 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
SHXAX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| LIONSGATE STUDIOS CORP | 6.56% | |
| BERKSHIRE HATH-B | 5.65% | |
| FACTSET RESEARCH SYSTEMS INC | 5.27% | |
| PINTEREST INC CL A | 5.22% | |
| ZIMMER BIOMET HO | 4.90% | |
| TRUIST FINL CORP | 4.70% | |
| WALT DISNEY CO/T | 4.66% | |
| DECKERS OUTDOOR CORP | 4.51% | |
| AMRIZE LTD | 4.50% | |
| ELANCO ANIMAL HEALTH INC | 4.23% | |
| TOPGOLF CALLAWAY BRANDS CORP | 4.20% | |
| TENABLE HOLDINGS INC | 4.17% | |
| BANK OF AMERICA CORPORATION | 4.15% | |
| DEVON ENERGY CORP | 3.90% | |
| NCR VOYIX CORP | 3.69% | |
| ALBERTSONS COS INC CL A | 3.15% | |
| ALPHABET INC CL C | 3.11% | |
| MAPLEBEAR INC | 3.03% | |
| PENN ENTERTAINMENT INC | 2.81% | |
| GRAPHIC PACKAGING HOLDING CO | 2.62% | |
| GENIUS SPORTS LTD | 2.39% | |
| L3HARRIS TECHNOLOGIES INC | 2.34% | |
| MICRON TECHNOLOGY INC | 2.24% | |
| GARTNER INC | 1.91% | |
| AXALTA COATING SYSTEMS LTD | 1.55% | |
| NASDAQ INC | 1.49% | |
| American Beacon U.S. Government Money Market Fund | 1.21% | |
| OWENS CORNING INC | 1.07% | |
| STARZ ENTERTAINMENT CORP | 0.76% |
IYF (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| BERKSHIRE HATH-B | 11.36% | |
| JPMORGAN CHASE and CO | 10.71% | |
| BANK OF AMERICA CORPORATION | 4.42% | |
| GOLDMAN SACHS GROUP INC | 4.08% | |
| WELLS FARGO & CO | 4.02% | |
| MORGAN STANLEY | 3.26% | |
| CITIGROUP INC | 3.18% | |
| SCHWAB CHARLES CORP | 2.75% | |
| BLACKROCK INC | 2.65% | |
| S&P GLOBAL INC | 2.48% | |
| PROGRESSIVE CORP OHIO | 1.89% | |
| CHUBB LTD | 1.75% | |
| BLACKSTONE INC | 1.64% | |
| CME GROUP INC CL A | 1.61% | |
| INTERCONTINENTAL EXCHANGE INC | 1.54% | |
| MARSH & MCLENNAN | 1.44% | |
| PNC FINANCIAL SERVICES GRP INC | 1.37% | |
| US BANCORP DEL | 1.36% | |
| BANK OF NEW YORK MELLON CORP | 1.30% | |
| MOODYS CORP | 1.24% | |
| KKR & CO INC | 1.20% | |
| ROBINHOOD MARKETS INC | 1.14% | |
| AON PLC-CLASS A | 1.14% | |
| TRUIST FINL CORP | 1.03% | |
| TRAVELERS COS IN | 0.98% | |
| ARTHUR J GALLAGHAR AND CO | 0.98% | |
| NU Holdings Ltd/Cayman Islands | 0.92% | |
| APOLLO GLOBAL MANAGEMENT INC | 0.86% | |
| AFLAC INC | 0.83% | |
| ALLSTATE CORPORATION | 0.81% | |
| AMERIPRISE FINANCIAL INC | 0.77% | |
| MSCI INC | 0.69% | |
| METLIFE INC | 0.69% | |
| NASDAQ INC | 0.68% | |
| COINBASE GLOBAL INC | 0.67% | |
| AMERICAN INTERNATIONAL GROUP | 0.64% | |
| PRUDENTL FINL | 0.61% | |
| HARTFORD INSURANCE GROUP INC/THE | 0.59% | |
| STATE STREET CORP | 0.57% | |
| ARCH CAPITAL GRP | 0.53% | |
| M&T BANK CORP | 0.53% | |
| FIFTH THIRD BANCORP | 0.52% | |
| INTERACTIVE BROKERS GROUP INC | 0.50% | |
| WILLIS TOWERS WA | 0.47% | |
| RAYMOND JAMES FINANCIAL INC. | 0.46% | |
| LPL FINL HLDGS INC | 0.45% | |
| NORTHERN TRUST CORP | 0.44% | |
| ARES MANAGEMENT CORP CL A | 0.44% | |
| CBOE GLOBAL MARKETS INC | 0.43% | |
| SOFI TECHNOLOGIES INC A | 0.43% |
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