Fund comparison · from official SEC filings
CAVAX vs IWB: how much do they overlap?
Catholic Values Equity Fund and iShares Russell 1000 ETF
vs
CAVAX and IWB are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
CAVAX
IWB
N
NVDANVIDIA CORP
2.89%
6.77%
A
AAPLAPPLE INC
3.49%
6.07%
M
MSFTMICROSOFT CORP
2.69%
4.55%
A
AMZNAMAZON.COM INC
1.53%
3.31%
G
GOOGLALPHABET INC-CL A
2.51%
2.77%
A
AVGOBROADCOM INC
2.02%
2.37%
G
GOOGALPHABET INC-CL C
1.25%
2.25%
M
METAMETA PLATFORMS INC-CLASS A
0.87%
2.07%
T
TSLATESLA INC
0.61%
1.74%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
0.28%
1.47%
J
JPMJPMORGAN CHASE & CO
0.99%
1.33%
E
EXMOCEXXON MOBIL CORP
0.39%
1.19%
W
WMTWALMART INC
0.15%
0.90%
M
MSMORGAN STANLEY
0.88%
0.31%
M
MUMICRON TECHNOLOGY INC
0.87%
0.63%
V
VVISA INC-CLASS A SHARES
0.78%
0.84%
C
COSTCOSTCO WHOLESALE CORP
0.50%
0.73%
C
CCITIGROUP INC
0.73%
0.33%
N
NFLXNETFLIX INC
0.32%
0.68%
M
MAMASTERCARD INC - A
0.23%
0.67%
C
CVXCHEVRON CORP
0.32%
0.64%
L
LRCXLAM RESEARCH CORP
0.62%
0.44%
A
AMDADVANCED MICRO DEVICES
0.62%
0.54%
C
CASYCASEY'S GENERAL STORES INC
0.58%
0.04%
C
CVSCVS HEALTH CORP
0.55%
0.15%
Only in CAVAX
T
TSMTAIWAN SEMICONDUCTOR-SP ADR
1.08%
?
—N/A
1.01%
S
SEOXXSDIT GOVERNMENT FUND-F
0.96%
A
AAIGFAIA GROUP LTD
0.65%
A
ASMLFASML HOLDING NV
0.52%
R
RTNTFRIO TINTO LTD
0.48%
H
HLMAFHALMA PLC
0.42%
R
RCRRFRECRUIT HOLDINGS CO LTD
0.42%
S
SAPGFSAP SE
0.42%
T
TLPFFTELEPERFORMANCE
0.41%
C
CHKPCHECK POINT SOFTWARE TECH
0.40%
E
EDNMFEDENRED
0.39%
B
BRTHFBROTHER INDUSTRIES LTD
0.39%
I
ITVPFITV PLC
0.37%
P
PDRDFPERNOD RICARD SA
0.37%
A
AMKBFAP MOLLER-MAERSK A/S-B
0.36%
A
ARGNFARGENX SE
0.36%
A
ASAZFASSA ABLOY AB-B
0.36%
T
TOTS3TOTVS SA
0.35%
U
UNLYFUNILEVER PLC
0.34%
G
GDERFGALDERMA GROUP AG
0.34%
C
COHUCOHU INC
0.34%
B
BBRYFBURBERRY GROUP PLC
0.33%
S
SCOTFSCOUT24 SE
0.33%
H
HOCPFHOYA CORP
0.33%
Only in IWB
L
LLYELI LILLY & CO
1.22%
J
JNJJOHNSON & JOHNSON
0.98%
B
BISXXBCF INSTITUTIONAL-SL AGNCY
0.66%
A
ABBVABBVIE INC
0.64%
P
PGPROCTER & GAMBLE CO/THE
0.56%
M
MRKMERCK & CO. INC.
0.50%
G
GEGENERAL ELECTRIC
0.49%
R
RTXRTX CORP
0.43%
P
PMPHILIP MORRIS INTERNATIONAL
0.43%
U
UNHUNITEDHEALTH GROUP INC
0.41%
A
AMGNAMGEN INC
0.31%
T
TMOTHERMO FISHER SCIENTIFIC INC
0.31%
A
ABTABBOTT LABORATORIES
0.29%
G
GILDGILEAD SCIENCES INC
0.29%
P
PFEPFIZER INC
0.26%
B
BABOEING CO/THE
0.25%
?
—HONEYWELL INTERNATIONAL INCORPORATION
0.24%
L
LMTLOCKHEED MARTIN CORP
0.21%
B
BMYBRISTOL-MYERS SQUIBB CO
0.20%
D
DHRDANAHER CORP
0.20%
V
VRTXVERTEX PHARMACEUTICALS INC
0.19%
M
MOALTRIA GROUP INC
0.18%
M
MCKMCKESSON CORP
0.18%
S
SOSOUTHERN CO/THE
0.18%
G
GLWCORNING INC
0.18%
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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.
Informational and educational only — not investment advice.