ISMVX ETF

$11.73

Screen 3,400+ ETFsFind similar ETFs with lower fees

TER0.85%

Holdings83

ISMVX ETF

$11.73

William Blair Small Mid Cap Value Fund Class I

TER0.85%

Holdings83

Screen 3,400+ ETFsFind similar ETFs with lower fees

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Holdings Overlap Analysis

Compare ISMVX holdings with another ETF to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a ETF symbol above to see how many holdings ISMVX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

ISMVX ETF Overlap Analysis

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

ISMVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, ISMVX may share significant positions with broad-market funds.

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