Fund comparison · from official SEC filings
IVOO vs UMDD: how much do they overlap?
VANGUARD S&P MID-CAP 400 INDEX FUND and ProShares UltraPro MidCap400
vs
IVOO and UMDD are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
IVOO
UMDD
?
—N/A
0.00%
28.96%
F
FLEXFLEX LTD
1.58%
0.97%
T
TWLOTWILIO INC - A
0.82%
0.51%
F
FTITECHNIPFMC PLC
0.79%
0.49%
C
CWCURTISS-WRIGHT CORP
0.78%
0.48%
N
NVTNVENT ELECTRIC PLC
0.77%
0.47%
S
STRLSTERLING INFRASTRUCTURE INC
0.75%
0.46%
X
XPOXPO INC
0.71%
0.44%
P
PEVERPURE INC-A
0.71%
0.44%
I
ILMNILLUMINA INC
0.71%
0.44%
U
UTHRUNITED THERAPEUTICS CORP
0.68%
0.42%
A
ATIATI INC
0.68%
0.42%
M
MTSIMACOM TECHNOLOGY SOLUTIONS H
0.67%
0.41%
F
FNFABRINET
0.67%
0.41%
C
CRSCARPENTER TECHNOLOGY
0.66%
0.41%
N
NXTNEXTPOWER INC-CL A
0.66%
0.41%
M
MTZMASTEC INC
0.66%
0.41%
M
MKSIMKS INC
0.62%
0.38%
E
ENTGENTEGRIS INC
0.60%
0.37%
O
OKTAOKTA INC
0.59%
0.37%
W
WWDWOODWARD INC
0.59%
0.37%
B
BURLBURLINGTON STORES INC
0.57%
0.35%
L
LSCCLATTICE SEMICONDUCTOR CORP
0.57%
0.35%
A
AAALCOA CORP
0.57%
0.35%
R
RSRELIANCE INC
0.57%
0.35%
Only in IVOO
?
—Vanguard Cmt Funds-Vanguard Market Liquidity Fund
0.36%
G
GTLS L 03.18.30 7CHART INDUSTRIES INC
0.27%
Only in UMDD
?
—Repurchase Agreement
9.04%
A
AGPXXINVESCO GVT & AGNCY-INST
0.32%
?
—CHART INDUSTRIES, INC.
0.16%
Hold IVOO and UMDD together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
IVOO vs MDYState Street SPDR S&P MidCap 400SM ETF Trust
92% overlap
IVOO vs SPMDState Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
91% overlap
IVOO vs IJHiShares Core S&P Mid-Cap ETF
91% overlap
IVOO vs MVVProShares Ultra MidCap400
83% overlap
UMDD vs MVVProShares Ultra MidCap400
75% overlap
UMDD vs MIDUDirexion Daily Mid Cap Bull 3X Shares
70% overlap
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.