Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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243
Number of overlapping holdings
55.4%
% of IVE's 442 holdings also in DFLV
71.1%
% of DFLV's 347 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus DFLV)
Overlapping Holdings
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Company | Weight in IVE |
Weight in DFLV |
Overlap | |
---|---|---|---|---|
JPMORGAN CHASE & CO | 2.8% | 4.3% | 2.8% | |
EXXON MOBIL CORP | 2.5% | 4.1% | 2.5% | |
BERKSHIRE HATHAWAY INC-CL B | 3.9% | 1.9% | 1.9% | |
CHEVRON CORP | 1.5% | 2.4% | 1.5% | |
WELLS FARGO & CO | 1.1% | 1.4% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to DFLV
BERKSHIRE HATHAWAY INC-CL B | 1.9% | |
JOHNSON & JOHNSON | 1.9% | |
WAL-MART STORES INC | 1.3% | |
PROCTER & GAMBLE CO/THE | 1.2% | |
UNITEDHEALTH GROUP INC | 1.2% | |
HOME DEPOT INC | 1.1% | |
MERCK & CO. INC. | 1.0% | |
ABBVIE INC | 1.0% | |
COSTCO WHOLESALE CORP | 1.0% | |
INTL BUSINESS MACHINES CORP | 0.9% |
IVE Underweight Relative to DFLV
EXXON MOBIL CORP | -1.6% | |
JPMORGAN CHASE & CO | -1.5% | |
CONOCOPHILLIPS | -1.5% | |
NUCOR CORP | -1.0% | |
CHEVRON CORP | -0.9% | |
PACCAR INC | -0.9% | |
SALESFORCE.COM INC | -0.8% | |
STEEL DYNAMICS INC | -0.8% | |
DIAMONDBACK ENERGY INC | -0.8% | |
MARTIN MARIETTA MATERIALS | -0.7% |