Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
78
Number of overlapping holdings
25.6%
% of IMCV's 310 holdings also in ULVM
63.4%
% of ULVM's 128 holdings also in IMCV
Overlap by Weight
Sector Drift (IMCV minus ULVM)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in IMCV |
Weight in ULVM |
Overlap | |
|---|---|---|---|---|
 |
PACCAR INC | 1.2% | 1.0% | 1.0% |
|
SIMON PROPERTY GROUP INC | 1.0% | 0.9% | 0.9% |
|
BANK OF NEW YORK MELLON CORP | 0.9% | 0.9% | 0.9% |
|
KROGER CO | 0.8% | 1.0% | 0.8% |
|
AMERISOURCEBERGEN CORP | 0.8% | 1.3% | 0.8% |
Position Highlights (Non-Overlapping Exposures)
IMCV Overweight Relative to ULVM
|
TRUIST FINANCIAL CORPORATION | 1.0% |
|
WILLIAMS COS INC | 1.0% |
|
ONEOK INC | 1.0% |
|
ALLSTATE CORP | 0.9% |
|
AMERICAN ELECTRIC POWER | 0.9% |
|
NEWMONT MINING CORP | 0.9% |
|
FIDELITY NATIONAL INFORMATION SERVIC | 0.9% |
|
DOMINION RESOURCES INC/VA | 0.9% |
|
PRUDENTIAL FINANCIAL INC | 0.8% |
|
GENERAL MILLS INC | 0.8% |
IMCV Underweight Relative to ULVM
|
BERKSHIRE HATHAWAY INC-CL B | -1.5% |
|
INTL BUSINESS MACHINES CORP | -1.3% |
|
WAL-MART STORES INC | -1.3% |
|
TJX COMPANIES INC | -1.3% |
|
CBOE HOLDINGS INC | -1.1% |
|
CME GROUP INC | -1.1% |
|
JPMORGAN CHASE & CO | -1.1% |
|
GENERAL ELECTRIC COMPANY | -1.0% |
|
MCKESSON CORP | -1.0% |
|
CITIGROUP INC | -0.9% |