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
256
Number of overlapping holdings
58.3%
% of IVE's 442 holdings also in DLN
85.3%
% of DLN's 302 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus DLN)
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 DLN |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 2.8% | 3.2% | 2.8% |
|
EXXON MOBIL CORP | 2.5% | 2.4% | 2.4% |
|
JOHNSON & JOHNSON | 1.9% | 2.6% | 1.9% |
|
CHEVRON CORP | 1.5% | 1.8% | 1.5% |
|
UNITEDHEALTH GROUP INC | 1.5% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to DLN
|
BERKSHIRE HATHAWAY INC-CL B | 3.9% |
|
WALT DISNEY CO/THE | 1.1% |
|
VERIZON COMMUNICATIONS INC | 0.9% |
|
PFIZER INC | 0.8% |
|
NEXTERA ENERGY GROUP | 0.7% |
|
AT&T INC | 0.6% |
|
DANAHER CORP | 0.6% |
 |
MEDTRONIC PLC | 0.6% |
 |
LINDE PLC | 0.5% |
|
CHUBB LIMITED | 0.5% |
IVE Underweight Relative to DLN
|
MICROSOFT CORP | -3.7% |
|
APPLE INC | -3.1% |
|
BROADCOM INC. | -3.0% |
|
NVIDIA CORP | -2.3% |
|
ABBVIE INC | -2.0% |
|
HOME DEPOT INC | -1.1% |
|
COCA-COLA CO/THE | -1.1% |
|
PROCTER & GAMBLE CO/THE | -0.9% |
|
ELI LILLY & CO | -0.9% |
|
JOHNSON & JOHNSON | -0.7% |