IWEDX Mutual Fund

NAV$15.60

AUM$5M

TER0.61%

Holdings67

IWEDX Mutual Fund

NAV$15.60

Voya Large Cap Value Fund Class W

AUM$5M

TER0.61%

Holdings67

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Holdings Overlap Analysis

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

IWEDX Mutual Fund Overlap Analysis

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

IWEDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 67 holdings, IWEDX may share significant positions with broad-market funds.

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