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
OVERLAP
44%
OVERLAP
BY WEIGHT
78
# OF OVERLAPPING
HOLDINGS
IVE
395
HOLDINGS
20%
ALSO IN EQWL
EQWL
101
HOLDINGS
77%
ALSO IN IVE
SECTOR DRIFT (IVE minus EQWL)
OVERLAPPING HOLDINGS
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| Company | Weight in IVE |
Weight in EQWL |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 8.4% | 1.1% | 1.1% |
|
JOHNSON & JOHNSON | 1.8% | 1.0% | 1.0% |
|
UNITEDHEALTH GROUP INC | 1.1% | 1.0% | 1.0% |
|
MICROSOFT CORP | 6.5% | 1.0% | 1.0% |
|
ADVANCED MICRO DEVICES | 1.3% | 1.0% | 1.0% |
IVE Overweight Relative to EQWL
|
APPLE INC | 7.3% |
|
MICROSOFT CORP | 5.5% |
|
AMAZON.COM INC | 2.6% |
|
MICRON TECHNOLOGY INC | 1.0% |
|
EXXON MOBIL CORP | 0.9% |
|
JOHNSON & JOHNSON | 0.8% |
|
BERKSHIRE HATHAWAY INC-CL B | 0.8% |
|
LAM RESEARCH CORP | 0.8% |
|
ANALOG DEVICES INC | 0.5% |
|
APPLIED MATERIALS INC | 0.5% |
IVE Underweight Relative to EQWL
|
TESLA MOTORS INC | -1.2% |
|
CATERPILLAR INC | -1.2% |
|
INTL BUSINESS MACHINES CORP | -1.1% |
|
ELI LILLY & CO | -1.1% |
|
NVIDIA CORP | -1.0% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -1.0% |
|
INTUIT INC | -1.0% |
|
VISA INC. CLASS A | -1.0% |
|
SIMON PROPERTY GROUP INC | -1.0% |
|
UBER TECHNOLOGIES, INC. | -1.0% |