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
48.5%
% of IVE's 442 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 | 2.8% | 2.9% | 2.8% | |
EXXON MOBIL CORP | 2.5% | 3.3% | 2.5% | |
JOHNSON & JOHNSON | 1.9% | 2.6% | 1.9% | |
UNITEDHEALTH GROUP INC | 1.5% | 1.8% | 1.5% | |
CHEVRON CORP | 1.5% | 3.2% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to DGRO
BERKSHIRE HATHAWAY INC-CL B | 3.9% | |
WELLS FARGO & CO | 1.1% | |
WALT DISNEY CO/THE | 1.1% | |
VERIZON COMMUNICATIONS INC | 0.9% | |
PFIZER INC | 0.8% | |
INTEL CORP | 0.8% | |
DANAHER CORP | 0.7% | |
AT&T INC | 0.6% | |
MICRON TECHNOLOGY INC | 0.6% | |
SCHWAB (CHARLES) CORP | 0.6% |
IVE Underweight Relative to DGRO
MICROSOFT CORP | -3.0% | |
APPLE INC | -2.9% | |
BROADCOM INC. | -2.1% | |
CHEVRON CORP | -1.7% | |
CME GROUP INC | -1.5% | |
ABBVIE INC | -1.5% | |
COCA-COLA CO/THE | -1.0% | |
PEPSICO INC | -1.0% | |
ELI LILLY & CO | -1.0% | |
PROCTER & GAMBLE CO/THE | -0.9% |