IPSIX Mutual Fund

NAV$26.55

AUM$201M

TER0.60%

Holdings463

IPSIX Mutual Fund

NAV$26.55

Voya Index Plus SmallCap Portfolio Initial

AUM$201M

TER0.60%

Holdings463

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Holdings Overlap Analysis

Compare IPSIX 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 IPSIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IPSIX Mutual Fund Overlap Analysis

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

IPSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 463 holdings, IPSIX may share significant positions with broad-market funds.

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