Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

79
Number of overlapping holdings
20.0%
% of IVE's 399 holdings also in EQWL
78.2%
% of EQWL's 101 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus EQWL)
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 EQWL |
Overlap | |
---|---|---|---|---|
MICROSOFT CORP | 7.0% | 1.2% | 1.2% | |
JPMORGAN CHASE & CO | 1.3% | 1.1% | 1.1% | |
BANK OF AMERICA CORP | 1.2% | 1.1% | 1.1% | |
WELLS FARGO & CO | 1.0% | 1.1% | 1.0% | |
CISCO SYSTEMS INC | 1.1% | 1.0% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to EQWL
APPLE INC | 6.0% | |
MICROSOFT CORP | 5.8% | |
AMAZON.COM INC | 2.5% | |
EXXON MOBIL CORP | 1.0% | |
BERKSHIRE HATHAWAY INC-CL B | 1.0% | |
PROCTER & GAMBLE CO/THE | 0.7% | |
JOHNSON & JOHNSON | 0.7% | |
UNITEDHEALTH GROUP INC | 0.6% | |
MICRON TECHNOLOGY INC | 0.5% | |
LAM RESEARCH CORP | 0.5% |
IVE Underweight Relative to EQWL
PALANTIR TECHNOLOGIES INC. CLASS A | -1.5% | |
NETFLIX INC | -1.3% | |
INTUIT INC | -1.2% | |
BROADCOM INC. | -1.2% | |
BOOKING HOLDINGS INC. | -1.2% | |
SERVICENOW INC | -1.2% | |
NVIDIA CORP | -1.2% | |
TESLA MOTORS INC | -1.1% | |
AMERICAN EXPRESS CO | -1.1% | |
ORACLE CORP | -1.1% |