Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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410

Number of overlapping holdings

60.0%

% of IUSV's 697 holdings also in SCHV

81.8%

% of SCHV's 529 holdings also in IUSV

Overlap by Weight
Sector Drift (IUSV minus SCHV)
Overlapping Holdings

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Company Weight
in IUSV
Weight
in SCHV
Overlap
BERKSHIRE HATHAWAY INC-CL B 2.1% 4.2% 2.1%
EXXON MOBIL CORP 2.0% 2.1% 2.0%
PROCTER & GAMBLE CO/THE 1.7% 1.8% 1.7%
JOHNSON & JOHNSON 1.6% 1.7% 1.6%
COCA-COLA CO/THE 1.2% 1.3% 1.2%

Position Highlights (Non-Overlapping Exposures)
IUSV Overweight Relative to SCHV
APPLE INC 6.8%
MICROSOFT CORP 5.6%
AMAZON.COM INC 2.9%
UNITEDHEALTH GROUP INC 1.8%
LINDE PLC 0.9%
ACCENTURE PLC-CL A 0.8%
THERMO FISHER SCIENTIFIC INC 0.7%
ADVANCED MICRO DEVICES 0.6%
BLACKROCK INC 0.5%
DANAHER CORP 0.5%
IUSV Underweight Relative to SCHV
BERKSHIRE HATHAWAY INC-CL B -2.2%
JPMORGAN CHASE & CO -1.7%
WAL-MART STORES INC -1.2%
INTL BUSINESS MACHINES CORP -1.0%
ORACLE CORP -0.9%
HOME DEPOT INC -0.7%
PHILIP MORRIS INTERNATIONAL -0.6%
CATERPILLAR INC -0.6%
BOSTON SCIENTIFIC CORP -0.6%
AMERICAN EXPRESS CO -0.6%
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