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TGDIX vs IRVIX

Shared holdings
26
TGDIX covered by IRVIX
24.68%
IRVIX covered by TGDIX
24.68%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 46 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

TGDIX (Jan. 31, 2026)

SecurityWeight
JPMORGAN CHASE and CO4.02%
INTERCONTINENTAL EXCHANGE INC3.70%
BANK OF NEW YORK MELLON CORP3.70%
INTEL CORP3.26%
INTL BUS MACH CORP3.23%
AMAZON.COM INC3.18%
APOLLO GLOBAL MANAGEMENT INC3.16%
WALT DISNEY CO/T3.11%
EXXON MOBIL CORP2.98%
META PLATFORMS INC CL A2.96%
MORGAN STANLEY2.91%
EQUINIX INC2.85%
MERCK & CO2.72%
AMETEK INC NEW2.68%
PROCTER & GAMBLE2.66%
ABBVIE INC2.47%
JOHNSON CONTROLS INTERNATIONAL PLC2.41%
CSX CORP2.34%
PFIZER INC2.28%
BAKER HUGHES CO2.26%
NISOURCE INC2.26%
XYLEM INC2.26%
ENTERGY CORP2.20%
FREEPORT MCMORAN INC2.12%
JONES LANG LASALLE INC2.08%
MCKESSON CORP2.02%
DUPONT DE NEMOURS INC1.99%
UNITED PARCEL SERVICE INC CL B1.98%
KEURIG DR PEPPER INC1.96%
AMERICAN TOWER CORP1.94%
EQUITABLE HOLDINGS INC1.75%
DOLLAR TREE INC1.70%
NETAPP INC1.63%
TAPESTRY INC1.60%
TCW Central Cash Fund1.56%
UNITEDHEALTH GRP1.45%
API GROUP CORP1.44%
LENNAR CORP CL A1.42%
SALESFORCE INC1.39%
MEDTRONIC PLC1.15%
CHURCH & DWIGHT1.12%
TECHNIPFMC PLC1.06%
CISCO SYSTEMS INC1.05%
ROPER TECHNOLOGIES INC1.04%
AMGEN INC0.76%
State Street Navigator Securities Lending Portfolio II0.18%

IRVIX (March 31, 2026)

SecurityWeight
BERKSHIRE HATH-B4.25%
JPMORGAN CHASE and CO3.84%
EXXON MOBIL CORP3.44%
ALPHABET INC CL A2.85%
JOHNSON&JOHNSON2.83%
AMAZON.COM INC2.64%
WALMART INC2.34%
ALPHABET INC CL C2.32%
CHEVRON CORP1.86%
MICRON TECHNOLOGY INC1.81%
PROCTER & GAMBLE1.63%
CISCO SYSTEMS INC1.48%
MERCK & CO1.44%
BANK OF AMERICA CORPORATION1.42%
CATERPILLAR INC1.38%
RTX CORP1.24%
PHILIP MORRIS INTL INC1.24%
WELLS FARGO & CO1.18%
UNITEDHEALTH GRP1.18%
iShares Russell Top 200 Value ETF1.14%
GOLDMAN SACHS GROUP INC1.13%
LINDE PLC1.12%
INTL BUS MACH CORP1.08%
META PLATFORMS INC CL A1.07%
VERIZON COMMUNICATIONS INC1.02%
MCDONALDS CORP1.01%
AT&T INC0.96%
INTEL CORP0.94%
APPLIED MATERIALS INC0.93%
NEXTERA ENERGY INC0.93%
MORGAN STANLEY0.90%
THERMO FISHER SCIENTIFIC INC0.89%
PEPSICO INC0.88%
ABBOTT LABS0.85%
WALT DISNEY CO/T0.82%
CONOCOPHILLIPS0.78%
CITIGROUP INC0.78%
PFIZER INC0.77%
ANALOG DEVICES INC0.75%
COCA-COLA CO/THE0.73%
SALESFORCE INC0.73%
BLACKROCK INC0.70%
HONEYWELL INTL INC0.69%
SCHWAB CHARLES CORP0.69%
EATON CORP PLC0.67%
DEERE & CO0.66%
ADV MICRO DEVICE0.65%
WELLTOWER INC0.65%
UNION PACIFIC CORP0.64%
LOWES COS INC0.64%

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