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   

412

Number of overlapping holdings

57.5%

% of IUSV's 732 holdings also in SCHV

86.0%

% of SCHV's 507 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 3.6% 3.4% 3.4%
JPMORGAN CHASE & CO 2.8% 2.6% 2.6%
EXXON MOBIL CORP 2.4% 2.3% 2.3%
JOHNSON & JOHNSON 1.7% 1.6% 1.6%
WAL-MART STORES INC 1.4% 1.3% 1.3%

Position Highlights (Non-Overlapping Exposures)
IUSV Overweight Relative to SCHV
UNITEDHEALTH GROUP INC 1.4%
COSTCO WHOLESALE CORP 1.0%
DANAHER CORP 0.8%
VISA INC. CLASS A 0.7%
THERMO FISHER SCIENTIFIC INC 0.6%
ELEVANCE HEALTH INC 0.6%
BLACKROCK INC 0.5%
LINDE PLC 0.5%
MASTERCARD INCORPORATED CLASS A 0.5%
GENERAL ELECTRIC COMPANY 0.5%
IUSV Underweight Relative to SCHV
ORACLE CORP -1.0%
APPLIED MATERIALS INC -0.9%
UBER TECHNOLOGIES, INC. -0.7%
PROCTER & GAMBLE CO/THE -0.6%
HOME DEPOT INC -0.5%
MERCK & CO. INC. -0.5%
QUALCOMM INC -0.5%
ABBVIE INC -0.5%
AMERICAN EXPRESS CO -0.4%
CATERPILLAR INC -0.4%
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