Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
211
Number of overlapping holdings
48.4%
% of IVE's 438 holdings also in DGRO
51.6%
% of DGRO's 412 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus DGRO)
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 IVE |
Weight in DGRO |
Overlap | |
---|---|---|---|---|
JPMORGAN CHASE & CO | 3.0% | 3.1% | 3.0% | |
EXXON MOBIL CORP | 2.6% | 3.0% | 2.6% | |
JOHNSON & JOHNSON | 1.9% | 2.9% | 1.9% | |
UNITEDHEALTH GROUP INC | 1.6% | 1.8% | 1.6% | |
BANK OF AMERICA CORP | 1.5% | 1.6% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to DGRO
BERKSHIRE HATHAWAY INC-CL B | 3.9% | |
WELLS FARGO & CO | 1.0% | |
VERIZON COMMUNICATIONS INC | 0.9% | |
WALT DISNEY CO/THE | 0.9% | |
PFIZER INC | 0.9% | |
INTEL CORP | 0.7% | |
AT&T INC | 0.7% | |
DANAHER CORP | 0.6% | |
MICRON TECHNOLOGY INC | 0.6% | |
WAL-MART STORES INC | 0.6% |
IVE Underweight Relative to DGRO
APPLE INC | -3.0% | |
MICROSOFT CORP | -2.9% | |
BROADCOM INC. | -2.3% | |
ABBVIE INC | -1.7% | |
CHEVRON CORP | -1.5% | |
JOHNSON & JOHNSON | -1.1% | |
COCA-COLA CO/THE | -1.0% | |
HOME DEPOT INC | -1.0% | |
PROCTER & GAMBLE CO/THE | -1.0% | |
ELI LILLY & CO | -1.0% |