IVSOX Mutual Fund

NAV$26.91

AUM$137M

TER0.92%

Holdings102

IVSOX Mutual Fund

NAV$26.91

Voya SmallCap Opportunities Portfolio Initial

AUM$137M

TER0.92%

Holdings102

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Holdings Overlap Analysis

Compare IVSOX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings IVSOX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IVSOX Mutual Fund Overlap Analysis

IVSOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

IVSOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 102 holdings, IVSOX may share significant positions with broad-market funds.

IVSOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IVSOX tax-loss harvesting finds highly correlated but non-identical funds.