Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
XRLX vs AIHAX
Shared holdings
3
XRLX covered by AIHAX
10.52%
AIHAX covered by XRLX
10.52%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 21 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
XRLX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| VANGUARD GRW ETF | 8.05% | |
| INVESCO S&P 500 | 7.46% | |
| VANGUARD RUSSELL 1000 GROWTH MUTUAL FUND | 6.79% | |
| ISHARES CORE 60 40 BALANCED ALLOCATION ETF | 6.16% | |
| Pacer Funds Trust - Pacer Trendpilot 100 ETF | 5.68% | |
| iShares 5-10 Year Investment Grade Corporate Bond ETF | 5.50% | |
| ISHARES INTERNATIONAL SELECT DIVIDEND ETF | 5.06% | |
| iShares Broad USD Investment Grade Corporate Bond ETF | 5.02% | |
| NYLI Merger Arbitrage ETF | 4.69% | |
| iShares Core 30/70 Conservative Allocation ETF | 4.67% | |
| PIMCO Broad U.S. TIPS Index Exchange-Traded Fund | 4.67% | |
| iShares MSCI USA Value Factor ETF | 4.67% | |
| Mount Vernon Liquid Assets Portfolio, LLC | 4.66% | |
| ISHARES MSCI EAFE VALUE ETF MUTUAL FUND | 4.64% | |
| iShares Trust IBOXX USD INVST GRADE CORP | 4.64% | |
| PIMCO Active Bond Exchange-Traded Fund | 4.59% | |
| iShares Global 100 ETF | 4.16% | |
| PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund | 3.61% | |
| STATE STREET SPDR PORTFOLIO HI SS SPDR P HIGH YIELD ETF | 3.60% | |
| iShares Russell Top 200 Growth ETF | 1.21% | |
| FRST AM-GV OB-X | 0.46% |
AIHAX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| iShares 5-10 Year Investment Grade Corporate Bond ETF | 18.26% | |
| PIMCO MULTISECTOR BOND ACTV MUTUAL FUND | 16.30% | |
| State Street DoubleLine TR Tact ETF | 10.81% | |
| FRST AM-GV OB-X | 9.62% | |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | 8.73% | |
| iShares 10+ Year Investment Grade Corporate Bond ETF | 8.32% | |
| Janus Henderson Mortgage-Backed Securities ETF | 7.33% | |
| State Street SPDR Portfolio Short Term Corporate Bond ETF | 7.07% | |
| PIMCO Active Bond Exchange-Traded Fund | 4.57% | |
| ISHARES TIPS BOND ETF MUTUAL FUND | 4.51% | |
| SIMPLIFY MBS ETF | 4.48% |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.