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   

213

Number of overlapping holdings

48.7%

% of IVE's 441 holdings also in DGRO

51.2%

% of DGRO's 419 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% 3.0% 3.0%
EXXON MOBIL CORP 2.6% 3.0% 2.6%
JOHNSON & JOHNSON 1.8% 2.5% 1.8%
UNITEDHEALTH GROUP INC 1.4% 1.7% 1.4%
BANK OF AMERICA CORP 1.4% 1.7% 1.4%

Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to DGRO
BERKSHIRE HATHAWAY INC-CL B 3.8%
WELLS FARGO & CO 1.1%
WALT DISNEY CO/THE 0.9%
VERIZON COMMUNICATIONS INC 0.9%
PFIZER INC 0.8%
MICRON TECHNOLOGY INC 0.7%
DANAHER CORP 0.7%
INTEL CORP 0.7%
AT&T INC 0.7%
COSTCO WHOLESALE CORP 0.6%
IVE Underweight Relative to DGRO
APPLE INC -3.3%
MICROSOFT CORP -3.1%
BROADCOM INC. -2.4%
CHEVRON CORP -1.6%
ABBVIE INC -1.5%
CME GROUP INC -1.4%
ELI LILLY & CO -1.1%
COCA-COLA CO/THE -1.1%
PROCTER & GAMBLE CO/THE -1.0%
PEPSICO INC -1.0%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY