Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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428
Number of overlapping holdings
98.8%
% of IVE's 437 holdings also in RWL
86.8%
% of RWL's 505 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus RWL)
Overlapping Holdings
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Company | Weight in IVE |
Weight in RWL |
Overlap | |
---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL B | 4.0% | 2.1% | 2.1% | |
EXXON MOBIL CORP | 2.5% | 2.1% | 2.1% | |
WAL-MART STORES INC | 1.7% | 3.9% | 1.7% | |
JPMORGAN CHASE & CO | 3.0% | 1.7% | 1.7% | |
UNITEDHEALTH GROUP INC | 1.5% | 2.1% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to RWL
BERKSHIRE HATHAWAY INC-CL B | 1.8% | |
JOHNSON & JOHNSON | 1.4% | |
JPMORGAN CHASE & CO | 1.4% | |
CISCO SYSTEMS INC | 0.7% | |
ABBOTT LABORATORIES | 0.7% | |
ABBVIE INC | 0.7% | |
PROCTER & GAMBLE CO/THE | 0.7% | |
NEXTERA ENERGY GROUP | 0.7% | |
AMGEN INC | 0.6% | |
DANAHER CORP | 0.6% |
IVE Underweight Relative to RWL
AMAZON.COM INC | -3.5% | |
APPLE INC | -2.3% | |
WAL-MART STORES INC | -2.2% | |
CVS CAREMARK CORP | -1.7% | |
MCKESSON CORP | -1.4% | |
MICROSOFT CORP | -1.4% | |
AMERISOURCEBERGEN CORP | -1.4% | |
CARDINAL HEALTH INC | -1.1% | |
ALPHABET INC. CLASS C | -1.0% | |
ALPHABET INC. CLASS A | -1.0% |