Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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84
Number of overlapping holdings
19.1%
% of IVE's 442 holdings also in EQWL
83.2%
% of EQWL's 101 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus EQWL)
Overlapping Holdings
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| Company | Weight in IVE |
Weight in EQWL |
Overlap | |
|---|---|---|---|---|
 |
EXXON MOBIL CORP | 2.5% | 1.1% | 1.1% |
|
CHEVRON CORP | 1.5% | 1.1% | 1.1% |
|
WELLS FARGO & CO | 1.1% | 1.1% | 1.1% |
|
UNITEDHEALTH GROUP INC | 1.5% | 1.1% | 1.1% |
|
BANK OF AMERICA CORP | 1.3% | 1.1% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to EQWL
|
BERKSHIRE HATHAWAY INC-CL B | 2.8% |
|
JPMORGAN CHASE & CO | 1.8% |
|
EXXON MOBIL CORP | 1.4% |
|
JOHNSON & JOHNSON | 0.9% |
|
ELEVANCE HEALTH INC | 0.7% |
|
MICRON TECHNOLOGY INC | 0.6% |
|
CIGNA CORPORATION | 0.5% |
|
CHUBB LIMITED | 0.5% |
|
PROLOGIS INC | 0.5% |
|
UNITEDHEALTH GROUP INC | 0.4% |
IVE Underweight Relative to EQWL
|
ORACLE CORP | -1.0% |
|
AMAZON.COM INC | -1.0% |
|
BOOKING HOLDINGS INC. | -1.0% |
|
MICROSOFT CORP | -1.0% |
|
APPLE INC | -1.0% |
|
ELI LILLY & CO | -1.0% |
|
META PLATFORMS INC | -1.0% |
|
KRAFT HEINZ COMPANY | -0.9% |
|
INTUIT INC | -0.9% |
|
BROADCOM INC. | -0.9% |