Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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320
Number of overlapping holdings
72.9%
% of IVE's 442 holdings also in DTD
39.1%
% of DTD's 825 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus DTD)
Overlapping Holdings
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| Company | Weight in IVE |
Weight in DTD |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 2.8% | 2.7% | 2.7% |
|
EXXON MOBIL CORP | 2.5% | 2.1% | 2.1% |
|
JOHNSON & JOHNSON | 1.9% | 2.2% | 1.9% |
|
CHEVRON CORP | 1.5% | 1.6% | 1.5% |
|
WAL-MART STORES INC | 1.3% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to DTD
|
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% |
|
DANAHER CORP | 0.6% |
|
AT&T INC | 0.6% |
 |
MEDTRONIC PLC | 0.6% |
 |
LINDE PLC | 0.5% |
|
CHUBB LIMITED | 0.5% |
IVE Underweight Relative to DTD
|
MICROSOFT CORP | -3.2% |
|
APPLE INC | -2.7% |
|
BROADCOM INC. | -2.6% |
|
NVIDIA CORP | -2.1% |
|
ABBVIE INC | -1.6% |
|
HOME DEPOT INC | -0.8% |
|
COCA-COLA CO/THE | -0.8% |
|
ELI LILLY & CO | -0.7% |
|
PROCTER & GAMBLE CO/THE | -0.6% |
|
ORACLE CORP | -0.6% |