Compare fund portfolios

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

vs

UIVM vs DFIV

Shared holdings
111
UIVM covered by DFIV
28.25%
DFIV covered by UIVM
28.25%

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.

UIVM (March 31, 2026)

SecurityWeight
MONEYMKT1.20%
Invesco Government & Agency Portfolio, Institutional Class1.20%
HSBC US GOVT MMKT-I1.20%
MSILF-GOVT-INS1.20%
ENI SPA1.13%
OCBC BANK1.03%
TORONTO-DOMINION BANK1.02%
BANK OF NOVA SCO1.00%
CAN IMPL BK COMM0.92%
NN GROUP0.88%
OMV AG0.87%
Investor Aktiebolag0.87%
POWER CORP CDA0.86%
WILMAR INTERNATI0.86%
SWEDBANK AB-A0.84%
SINGAPORE AIRLIN0.81%
REPSOL SA0.80%
MITSUI OSK LINES0.80%
POSTE ITALIANE0.79%
INDUSTRIVARDEN-C0.78%
IMPERIAL BRANDS0.77%
VERBUND AG0.77%
NIPPON YUSEN KK0.76%
ITALGAS SPA0.76%
KAWASAKI KISEN0.75%
TAKEDA PHARMACEU0.73%
SAINSBURY PLC0.72%
JAPAN TOBACCO0.71%
DAIWA HOUSE INDU0.71%
IDEMITSU KOSAN C0.71%
JYSKE BANK-REG0.71%
ROGERS COMMUNICATIONS INC COMMON STOCK0.70%
ORANGE0.70%
MTR CORPORATION LTD0.69%
BRITISH AMERICAN TOBACCO PLC0.69%
RWE AG0.67%
SAPUTO INC0.67%
CARREFOUR SA0.67%
PUBLIC POWER COR0.66%
Vodafone Group Public Limited Company0.66%
HULIC CO LTD0.66%
SWIRE PACIFIC-A0.65%
Fresenius SE & Company KGaA0.64%
KIRIN HOLDINGS C0.63%
BOUYGUES SA0.63%
EAST JAPAN RAIL0.62%
CREDIT AGRICOLE0.62%
ING GROEP NV0.61%
AIB GROUP PLC0.61%
RIO TINTO PLC0.61%

DFIV (April 30, 2026)

SecurityWeight
SHELL PLC SPONS ADR3.27%
TOTALENERGIES SE2.21%
TOYOTA MOTOR CORP1.85%
BANCO SANTANDER SA1.82%
The DFA Short Term Investment Fund1.64%
BASF SE COMMON STOCK1.38%
TORONTO-DOMINION BANK1.31%
HSBC HOLDINGS PLC SPONS ADR1.20%
COMMSTCK1.18%
SUNCOR ENERGY INC1.16%
SOC GENERALE SA0.98%
ENGIE0.97%
BANK OF MONTREAL0.95%
ENI SPA0.93%
ZURICH INSURANCE0.93%
LLOYDS BANKING0.90%
BANK OF NOVA SCO0.89%
SUMITOMO MITSUI FINL GROUP INC0.89%
ORANGE0.88%
KONINKLIJKE AHOL0.88%
HOLCIM LTD0.87%
NOKIA OYJ0.83%
SWISS RE AG0.82%
SHELL PLC0.82%
Bayer Aktiengesellschaft0.81%
SAINT GOBAIN0.80%
NUTRIEN LTD0.78%
HEIDELBERG MATERIALS AG COMMON STOCK0.72%
WESTPAC BANKING CORPORATION0.72%
BNP PARIBAS0.71%
CAN IMPL BK COMM0.70%
CIE FINANCI-REG0.69%
Novartis AG0.67%
HSBC HOLDINGS PL0.67%
BRITISH AMERICAN TOBACCO PLC0.67%
GLENCORE PLC0.67%
FAIRFAX FINL HLDGS LTD SUB VTG0.66%
CENOVUS ENERGY INC0.65%
E.ON SE0.61%
SWISS LIFE H AG0.61%
DAIMLER TRUCK HO0.59%
REPSOL SA0.59%
TAKEDA PHARMACEU0.59%
ING GROEP NV0.57%
MANULIFE FIN0.57%
NATL AUST BANK0.56%
DHL GROUP0.55%
SUMITOMO ELEC IN0.54%
UNICREDIT SPA0.54%
STANDARD CHARTER0.54%

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