IDXVI Mutual Fund Holdings Overlap Calculator | MarketXLS

IDXVI Mutual Fund

AUM$3.1B

TER0.13%

Holdings507

See what you own twice

Check IDXVI against your other funds. Free for up to 5.

Check my overlap

IDXVI Mutual Fund

BlackRock S&P 500 Index V.I. Fund Class I

AUM$3.1B

TER0.13%

Holdings507

See what you own twice

Check IDXVI against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare IDXVI holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings IDXVI shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IDXVI Mutual Fund Overlap Analysis

IDXVI overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

IDXVI portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 507 holdings, IDXVI may share significant positions with broad-market funds.

IDXVI overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IDXVI tax-loss harvesting finds highly correlated but non-identical funds.