IVVIX Mutual Fund

NAV$24.59

AUM$177M

TER0.89%

Holdings122

IVVIX Mutual Fund

NAV$24.59

Nomura Smid Cap Core Fund Class I

AUM$177M

TER0.89%

Holdings122

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Holdings Overlap Analysis

Compare IVVIX 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 IVVIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IVVIX Mutual Fund Overlap Analysis

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

IVVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 122 holdings, IVVIX may share significant positions with broad-market funds.

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