Fund comparison · from official SEC filings
IJSAX vs SCHA: how much do they overlap?
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO and Schwab U.S. Small-Cap ETF
vs
Shared holdings
Company
IJSAX
SCHA
M
MODMODINE MANUFACTURING CO
1.16%
0.31%
A
AITAPPLIED INDUSTRIAL TECH INC
0.83%
0.24%
E
ESIELEMENT SOLUTIONS INC
0.82%
0.20%
H
HAYWHAYWARD HOLDINGS INC
0.80%
0.06%
R
RHPRYMAN HOSPITALITY PROPERTIES
0.75%
0.15%
M
MSAMSA SAFETY INC
0.73%
0.13%
W
WTFCWINTRUST FINANCIAL CORP
0.70%
0.21%
B
BCPCBALCHEM CORP
0.70%
0.11%
B
BMIBADGER METER INC
0.68%
0.08%
B
BFAMBRIGHT HORIZONS FAMILY SOLUT
0.67%
0.07%
M
MTSIMACOM TECHNOLOGY SOLUTIONS H
0.66%
0.49%
L
LOARLOAR HOLDINGS INC
0.65%
0.05%
N
NOVTNOVANTA INC
0.65%
0.12%
S
STEPSTEPSTONE GROUP INC-CLASS A
0.64%
0.08%
N
NVSTENVISTA HOLDINGS CORP
0.64%
0.08%
S
SMSM ENERGY CO
0.64%
0.14%
P
PLNTPLANET FITNESS INC - CL A
0.61%
0.09%
W
WSCWILLSCOT HOLDINGS CORP
0.60%
0.10%
C
CWSTCASELLA WASTE SYSTEMS INC-A
0.60%
0.11%
C
CWKCUSHMAN & WAKEFIELD LTD
0.60%
0.06%
H
HQYHEALTHEQUITY INC
0.59%
0.16%
P
PRMPERIMETER SOLUTIONS INC
0.56%
0.09%
S
SHAKSHAKE SHACK INC - CLASS A
0.55%
0.05%
S
STRLSTERLING INFRASTRUCTURE INC
0.28%
0.55%
P
PORPORTLAND GENERAL ELECTRIC CO
0.54%
0.12%
Only in IJSAX
T
TFDXXBLCKRCK LIQ FDFND-INST
2.52%
?
—RBC DOMINION SECURITIES INC.
1.29%
?
—DAIWA CAPITAL MARKETS AMERICA INC.
1.29%
?
—STATE OF WISCONSIN INVESTMENT BOARD
1.25%
F
FNFABRINET
0.98%
R
RBCRBC BEARINGS INC
0.70%
E
EVREVERCORE INC - A
0.70%
C
CIGICOLLIERS INTL GR-SUBORD VOT
0.69%
C
CFRCULLEN/FROST BANKERS INC
0.63%
C
CNMCORE & MAIN INC-CLASS A
0.62%
K
KNSLKINSALE CAPITAL GROUP INC
0.61%
M
MKTXMARKETAXESS HOLDINGS INC
0.60%
M
MORNMORNINGSTAR INC
0.60%
W
WHWYNDHAM HOTELS & RESORTS INC
0.59%
F
FHNFIRST HORIZON CORP
0.57%
P
POOLPOOL CORP
0.55%
C
CBSHCOMMERCE BANCSHARES INC
0.55%
?
—CANTOR FITZGERALD SECURITIES
0.55%
E
EHCENCOMPASS HEALTH CORP
0.53%
M
MIDDMIDDLEBY CORP
0.51%
P
PRMBPRIMO BRANDS CORP
0.49%
?
—Jefferies LLC
0.49%
P
PFGCPERFORMANCE FOOD GROUP CO
0.45%
D
DTMDT MIDSTREAM INC
0.43%
C
CHECHEMED CORP
0.42%
Only in SCHA
S
SNDKSANDISK CORP
5.19%
G
GVMXXSTATE ST INST US GOV MM-PREM
1.70%
L
LITELUMENTUM HOLDINGS INC
1.27%
R
RVMDREVOLUTION MEDICINES INC
0.64%
A
ATIATI INC
0.49%
M
MKSIMKS INC
0.45%
P
PNFPPINNACLE FINANCIAL PARTNERS
0.31%
R
RKTROCKET COS INC-CLASS A
0.29%
O
ONTOONTO INNOVATION INC
0.27%
I
IOTSAMSARA INC-CL A
0.26%
I
IONSIONIS PHARMACEUTICALS INC
0.26%
N
NYTNEW YORK TIMES CO-A
0.25%
L
LFUSLITTELFUSE INC
0.24%
S
SPXCSPX TECHNOLOGIES INC
0.22%
V
VMIVALMONT INDUSTRIES
0.21%
R
RRYDER SYSTEM INC
0.21%
B
BPOPPOPULAR INC
0.20%
F
FLSFLOWSERVE CORP
0.20%
A
ALSNALLISON TRANSMISSION HOLDING
0.20%
B
BRXBRIXMOR PROPERTY GROUP INC
0.19%
D
DARDARLING INGREDIENTS INC
0.19%
G
GTLS L 03.18.30 7CHART INDUSTRIES INC
0.19%
A
AGXARGAN INC
0.19%
A
AURAURORA INNOVATION INC
0.19%
G
GMEDGLOBUS MEDICAL INC - A
0.19%
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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.