Fund comparison · from official SEC filings
IVOV vs VMFVX: how much do they overlap?
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND and VANGUARD S&P MID-CAP 400 VALUE INDEX FUND
vs
IVOV and VMFVX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
IVOV
VMFVX
U
USFDUS FOODS HOLDING CORP
1.07%
1.30%
A
AAALCOA CORP
1.19%
0.97%
R
RSRELIANCE INC
1.18%
0.99%
S
SNXTD SYNNEX CORP
1.16%
0.72%
W
WCCWESCO INTERNATIONAL INC
1.04%
0.85%
N
NLYANNALY CAPITAL MANAGEMENT IN
0.93%
0.96%
O
OVVOVINTIV INC
0.92%
0.86%
P
PFGCPERFORMANCE FOOD GROUP CO
0.92%
0.92%
T
TOLTOLL BROTHERS INC
0.78%
0.91%
J
JLLJONES LANG LASALLE INC
0.79%
0.90%
R
RRXREGAL REXNORD CORP
0.80%
0.88%
B
BWABORGWARNER INC
0.88%
0.74%
W
WSOWATSCO INC
0.76%
0.88%
P
PNFPPINNACLE FINANCIAL PARTNERS
0.87%
0.82%
R
RGAREINSURANCE GROUP OF AMERICA
0.78%
0.85%
P
PRPERMIAN RESOURCES CORP-CL A
0.85%
0.77%
A
ARMKARAMARK
0.83%
0.66%
F
FNFFIDELITY NATIONAL FINANCIAL
0.72%
0.81%
C
CCKCROWN HOLDINGS INC
0.63%
0.79%
B
BJBJ'S WHOLESALE CLUB HOLDINGS
0.66%
0.78%
U
UNMUNUM GROUP
0.75%
0.67%
E
ENTGENTEGRIS INC
0.75%
0.73%
S
SAIASAIA INC
0.75%
0.65%
K
KNXKNIGHT-SWIFT TRANSPORTATION
0.73%
0.62%
A
ALLYALLY FINANCIAL INC
0.71%
0.67%
Only in IVOV
S
SNSHARKNINJA INC
0.51%
S
SOLSSOLSTICE ADV MATERIALS INC
0.37%
Only in VMFVX
F
FLOFLOWERS FOODS INC
0.13%
K
KMPRKEMPER CORP
0.11%
E
EFOREVERFORTH INC
0.11%
G
GTMZOOMINFO TECHNOLOGIES INC
0.04%
Hold IVOV and VMFVX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
VMFVX vs MDYVState Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF
94% overlap
IVOV vs MDYVState Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF
93% overlap
IVOV vs MDYState Street SPDR S&P MidCap 400SM ETF Trust
63% overlap
VMFVX vs MDYState Street SPDR S&P MidCap 400SM ETF Trust
63% overlap
IVOV vs IVOOVANGUARD S&P MID-CAP 400 INDEX FUND
62% overlap
IVOV vs SPMDState Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
62% 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.