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VGOSX vs IWY

Shared holdings
25
VGOSX covered by IWY
62.41%
IWY covered by VGOSX
62.41%

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.

VGOSX (Feb. 28, 2026)

SecurityWeight
NVIDIA CORP13.40%
APPLE INC12.01%
ALPHABET INC CL A8.25%
MICROSOFT CORP7.93%
BROADCOM INC5.47%
AMAZON.COM INC4.77%
LILLY ELI and CO3.26%
VISA INC-CLASS A3.13%
TESLA INC2.59%
META PLATFORMS INC CL A1.59%
HOWMET AEROSPACE INC1.57%
LAM RESEARCH CORP1.52%
PALANTIR TECHNOLOGIES INC1.41%
SPOTIFY TECHNOLOGY SA1.32%
COCA-COLA CO/THE1.25%
LOWES COS INC1.20%
MCKESSON CORP1.16%
HEICO CORP1.16%
SNOWFLAKE INC CL A1.14%
O'REILLY AUTOMOTIVE INC1.12%
VERTEX PHARMACEUTICALS INC1.08%
COMFORT SYSTEMS USA INC1.07%
DOLLAR TREE INC1.03%
ROYAL CARIBBEAN CRUISES LTD1.01%
CUMMINS INC0.99%
CLOUDFLARE INC-A0.94%
INTUITIVE SURGICAL INC0.90%
WILLIAMS-SONOMA INC0.90%
MONOLITHIC POWER SYS INC0.89%
VERTIV HOLDINGS CO0.88%
VULCAN MATERIALS CO0.85%
MICRON TECHNOLOGY INC0.85%
SHERWIN WILLIAMS CO0.82%
STARBUCKS CORP0.81%
ROCKET COS INC-A0.81%
DOORDASH INC-A0.78%
APPLOVIN CORP0.78%
CROWDSTRIKE HOLDINGS INC0.78%
ONTO INNOVATION INC0.77%
AXON ENTERPRISE INC0.76%
REGENERON PHARMACEUTICALS INC0.71%
LPL FINL HLDGS INC0.70%
WALMART INC0.67%
WELLTOWER INC0.63%
ROBLOX CORP - A0.62%
ASTRAZENECA PLC0.58%
WATERS CORP0.58%
VISTRA CORP0.55%
REDDIT INC-A0.52%
DANAHER CORP0.49%

IWY (March 31, 2026)

SecurityWeight
NVIDIA CORP14.61%
APPLE INC13.12%
MICROSOFT CORP9.91%
AMAZON.COM INC4.46%
BROADCOM INC4.31%
ALPHABET INC CL A3.93%
TESLA INC3.52%
META PLATFORMS INC CL A3.42%
ALPHABET INC CL C3.19%
LILLY ELI and CO2.88%
VISA INC-CLASS A2.16%
COSTCO WHOLESALE CORP1.88%
NETFLIX INC1.73%
MASTERCARD INC CL A1.71%
ABBVIE INC1.64%
PALANTIR TECHNOLOGIES INC1.36%
GENERAL ELECTRIC CO1.25%
LAM RESEARCH CORP1.14%
HOME DEPOT INC1.06%
ORACLE CORP1.05%
GE VERNOVA LLC1.00%
KLA CORP0.82%
ADV MICRO DEVICE0.81%
INTUITIVE SURGICAL INC0.69%
AMPHENOL CORPORATION CL A0.65%
UBER TECHNOLOGIES INC0.62%
COCA-COLA CO/THE0.61%
AMGEN INC0.59%
THE BOOKING HOLDINGS INC0.55%
PALO ALTO NETWORKS INC0.54%
ARISTA NETWORKS INC0.54%
INTUIT INC0.50%
VERTEX PHARMACEUTICALS INC0.48%
SERVICENOW INC0.46%
ADOBE INC0.42%
MCKESSON CORP0.42%
CROWDSTRIKE HOLDINGS INC0.41%
APPLOVIN CORP0.40%
TRANE TECHNOLOGIES PLC0.39%
TJX COS INC0.38%
BLACKSTONE INC0.36%
WASTE MANAGEMENT INC0.36%
AMERICAN TOWER CORP0.34%
APPLIED MATERIALS INC0.33%
AUTOMATIC DATA PROCESSING INC0.32%
CADENCE DESIGN SYSTEMS INC0.32%
SPOTIFY TECHNOLOGY SA0.32%
TEXAS INSTRUMENTS INC0.31%
O'REILLY AUTOMOTIVE INC0.30%
MOODYS CORP0.29%

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