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
439
Number of overlapping holdings
60.6%
% of IUSV's 739 holdings also in IVE
100.0%
% of IVE's 442 holdings also in IUSV
Overlap by Weight
Sector Drift (IUSV minus IVE)
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 IUSV |
Weight in IVE |
Overlap | |
---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL B | 3.6% | 3.9% | 3.6% | |
JPMORGAN CHASE & CO | 2.6% | 2.8% | 2.6% | |
EXXON MOBIL CORP | 2.3% | 2.5% | 2.3% | |
JOHNSON & JOHNSON | 1.8% | 1.9% | 1.8% | |
UNITEDHEALTH GROUP INC | 1.4% | 1.5% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
IUSV Overweight Relative to IVE
REINSURANCE GROUP OF AMERICA | 0.1% | |
WP CAREY INC | 0.1% | |
US FOODS HOLDING CORP. | 0.1% | |
PERFORMANCE FOOD GROUP COMPANY | 0.1% | |
ALLY FINANCIAL INC | 0.1% | |
REGAL BELOIT CORP | 0.1% | |
CLEVELAND-CLIFFS INC | 0.1% | |
BJ'S WHOLESALE CLUB HOLDINGS, INC. | 0.0% | |
TENET HEALTHCARE CORP | 0.0% | |
HF SINCLAIR CORPORATION | 0.0% |
IUSV Underweight Relative to IVE
BERKSHIRE HATHAWAY INC-CL B | -0.2% | |
JPMORGAN CHASE & CO | -0.2% | |
EXXON MOBIL CORP | -0.2% | |
JOHNSON & JOHNSON | -0.1% | |
UNITEDHEALTH GROUP INC | -0.1% | |
CHEVRON CORP | -0.1% | |
WAL-MART STORES INC | -0.1% | |
BANK OF AMERICA CORP | -0.1% | |
PROCTER & GAMBLE CO/THE | -0.1% | |
WELLS FARGO & CO | -0.1% |