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%
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