IVIII Mutual Fund Analysis & Holdings | MarketXLS

IVIII Mutual Fund

AUM$267M

TER0.39%

Holdings507

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IVIII Mutual Fund

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

AUM$267M

TER0.39%

Holdings507

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

IVIII Mutual Fund Overlap Analysis

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

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

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