Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

SIO vs SMTH

Shared holdings
7
SIO covered by SMTH
8.63%
SMTH covered by SIO
8.63%

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.

SIO (March 31, 2026)

SecurityWeight
US TREASURY N/B7.32%
US TREASURY N/B5.32%
US TREASURY N/B5.26%
US TREASURY N/B4.18%
UNITED STATES TREASURY INFLATION INDEXED BONDS I/L 2.375% 02-15-564.01%
US TREASURY N/B3.06%
DREY-GVT CSH-I1.37%
Medline Borrower, L.P.0.77%
FR SL39610.74%
Videotron, Ltd.0.74%
GEN MOTORS FIN0.74%
SABRA HEALTH CAR0.74%
PHILIP MORRIS IN0.73%
Molex Electronic Technologies, LLC0.73%
VICI PROPERTIES / NOTE REGD 144A P/P 4.625000000.73%
MTH 3.875 04/15/29 144A0.73%
BX Trust, Series 2019-OC11, Class E0.73%
GOLDMAN SACHS GP0.73%
MARS INC0.72%
POLARIS INC0.70%
JP MORGAN MORTGAGE TRUST 2018 60.68%
INVITATION HOMES0.66%
MWXCAP 4.625 04/01/29 144A0.66%
SRE 3 1/4 01/15/320.65%
Truist Financial Corp., Series A0.64%
ARES CAPITAL COR0.64%
GLOBAL PAY INC0.63%
United Airlines Pass Through Certificates, Series 2015-10.63%
HCA INC0.63%
GSMS 2016-GS2 C FRN 05-10-490.61%
AT&T INC0.61%
BARCLAYS PLC0.61%
TXT V0 02/15/42 144A0.60%
CMS ENERGY0.59%
CSMC Trust, Series 2017-TIME, Class A0.59%
CITIGROUP INC0.59%
META PLATFORMS0.58%
HNGRY 2020-1A A20.57%
Jimmy John's Funding, LLC, Series 2017-1A, Class A2II0.57%
MTB F 02/01/270.56%
HF SINCLAIR CORP0.56%
TIMKEN CO0.56%
STT F 06/15/470.55%
STORE CAPITAL LLC SR UNSECURED 12/31 2.70.55%
US TREASURY N/B0.55%
ORACLE CORP0.55%
Element Fleet Management Corp.0.54%
AMCOR FLEXIBLES0.53%
PNC F 06/01/280.53%
CHENIERE ENERGYP0.52%

SMTH (Feb. 28, 2026)

SecurityWeight
US TREASURY N/B5.03%
US TREASURY N/B4.77%
US TREASURY N/B4.21%
US TREASURY N/B3.67%
US TREASURY N/B3.21%
US TREASURY N/B2.88%
US TREASURY N/B2.83%
US TREASURY N/B2.32%
US TREASURY N/B2.27%
US TREASURY N/B1.86%
MSILF-GOVT-INS1.78%
US TREASURY N/B1.73%
US TREASURY N/B1.47%
U.S. Treasury Inflation-Protected Indexed Notes0.97%
BOEING CO/THE0.96%
US TREASURY N/B0.84%
US TREASURY N/B0.80%
US TREASURY N/B0.75%
FORD MOTOR CRED0.74%
RTX CORP0.67%
US TREASURY N/B0.56%
GILDAN ACTIVEWEAR INC REGD 144A P/P 5.400000000.54%
NORTHROP GRUMMAN0.54%
Fannie Mae Pool0.54%
FIRST CITIZENS BANCSH F2V0.52%
OCCIDENTAL PETE0.49%
KROGER CO0.49%
FNMA, REMIC, Series 2023-12, Class GB0.48%
FOUNDRY JV HOLDC0.48%
BOEING CO/THE0.48%
Jane Street Group / JSG Finance Inc.0.47%
SYNOVUS FINL0.47%
GENERAL MOTORS C0.46%
MEDLINE BORROWER/MEDL CO SR SECURED 144A 04/29 6.250.46%
VF CORP0.45%
TRANSDIGM TERM J 1LN 02/28/20310.44%
L3HARRIS TECH IN0.42%
Carnival Corp.0.41%
Hilcorp Energy I, L.P.0.40%
WELLS FARGO CO0.40%
SYNOPSYS INC0.40%
PILGRIM'S PRIDE0.38%
WELLS FARGO CO0.38%
ALBERTSONS COS/SAFEWAY REGD 144A P/P 6.500000000.38%
Freddie Mac REMICS0.37%
SOLVENTUM CORP0.35%
UBS GROUP AG SR UNSECURED 144A 03/37 VAR0.33%
LOCKHEED MARTIN0.33%
AS Mileage Plan IP Ltd.0.32%
HCA INC0.31%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.