Know what you really own

Unwrap both →

Fund comparison · from official SEC filings

CADRX vs IYY: how much do they overlap?

Columbia Large Cap Growth Opportunity Fund and iShares Dow Jones U.S. ETF

Fund A

vs

Fund B

Holdings overlap

40%

of assets, by weight

Shared positions

38

of 44 / 965 holdings

CADRX expense ratio

0.70%

net, per year

IYY expense ratio

0.20%

net, per year

Shared holdings

Company

CADRX

IYY

N

NVDANVIDIA CORP

13.87%

7.25%

M

MSFTMICROSOFT CORP

8.58%

4.52%

A

AAPLAPPLE INC

7.12%

5.95%

G

GOOGLALPHABET INC-CL A

6.54%

3.35%

A

AVGOBROADCOM INC

6.03%

2.96%

A

AMZNAMAZON.COM INC

5.17%

3.87%

M

METAMETA PLATFORMS INC-CLASS A

4.30%

2.00%

L

LLYELI LILLY & CO

3.86%

1.11%

M

MUMICRON TECHNOLOGY INC

2.97%

0.87%

V

VVISA INC-CLASS A SHARES

2.74%

0.83%

A

AMDADVANCED MICRO DEVICES

2.69%

0.86%

C

CRWDCROWDSTRIKE HOLDINGS INC - A

2.56%

0.17%

P

PANWPALO ALTO NETWORKS INC

2.44%

0.22%

C

COSTCOSTCO WHOLESALE CORP

2.29%

0.67%

A

ANETARISTA NETWORKS INC

1.67%

0.27%

T

TSLATESLA INC

1.34%

1.60%

V

VRTVERTIV HOLDINGS CO-A

1.51%

0.19%

N

NOWSERVICENOW INC

1.34%

0.14%

T

TJXTJX COMPANIES INC

1.33%

0.26%

B

BACBANK OF AMERICA CORP

1.31%

0.53%

U

UBERUBER TECHNOLOGIES INC

1.26%

0.23%

E

EXPEEXPEDIA GROUP INC

1.25%

0.04%

E

EQIXEQUINIX INC

1.23%

0.16%

H

HLTHILTON WORLDWIDE HOLDINGS IN

1.21%

0.11%

T

TELTE CONNECTIVITY PLC

1.19%

0.09%

Only in CADRX

K

KRMNKARMAN HOLDINGS INC

0.99%

R

RVMDREVOLUTION MEDICINES INC

0.77%

A

ARGXARGENX SE - ADR

0.69%

A

ADPTADAPTIVE BIOTECHNOLOGIES

0.39%

A

ARXSARXIS INC-A

0.33%

?

—COLUMBIA SHORT TERM CASH FUND

0.27%

Only in IYY

G

GOOGALPHABET INC-CL C

2.67%

B

BRK.BBERKSHIRE HATHAWAY INC-CL B

1.30%

J

JPMJPMORGAN CHASE & CO

1.26%

E

EXMOCEXXON MOBIL CORP

0.96%

W

WMTWALMART INC

0.86%

J

JNJJOHNSON & JOHNSON

0.83%

I

INTCINTEL CORP

0.66%

B

BISXXBCF INSTITUTIONAL-SL AGNCY

0.64%

C

CATCATERPILLAR INC

0.62%

M

MAMASTERCARD INC - A

0.61%

N

NFLXNETFLIX INC

0.59%

A

ABBVABBVIE INC

0.56%

C

CVXCHEVRON CORP

0.54%

C

CSCOCISCO SYSTEMS INC

0.54%

P

PGPROCTER & GAMBLE CO/THE

0.51%

U

UNHUNITEDHEALTH GROUP INC

0.50%

H

HDHOME DEPOT INC

0.49%

L

LRCXLAM RESEARCH CORP

0.48%

A

AMATAPPLIED MATERIALS INC

0.47%

K

KOCOCA-COLA CO/THE

0.46%

G

GEGENERAL ELECTRIC

0.45%

G

GEVGE VERNOVA INC

0.44%

O

ORCLORACLE CORP

0.41%

M

MRKMERCK & CO. INC.

0.40%

P

PMPHILIP MORRIS INTERNATIONAL

0.38%

Hold CADRX and IYY together? See your combined true holdings, overlap, and blended fees — free, no signup.

Unwrap your portfolio →

Other comparisons you might like

IYY vs SWTSXSchwab Total Stock Market Index Fund

IYY vs FZROXFidelity ZERO Total Market Index Fund

IYY vs DFUSDimensional U.S. Equity Market ETF

IYY vs SCHKSchwab 1000 Index ETF

IYY vs IWBiShares Russell 1000 ETF

IYY vs VONEVANGUARD RUSSELL 1000 INDEX FUND

Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.