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   

84

Number of overlapping holdings

19.2%

% of IVE's 441 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
BANK OF AMERICA CORP 1.4% 1.1% 1.1%
WAL-MART STORES INC 1.4% 1.1% 1.1%
COSTCO WHOLESALE CORP 1.1% 1.1% 1.1%
JPMORGAN CHASE & CO 3.0% 1.1% 1.1%
UNITEDHEALTH GROUP INC 1.5% 1.1% 1.1%

Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to EQWL
BERKSHIRE HATHAWAY INC-CL B 2.8%
JPMORGAN CHASE & CO 1.9%
EXXON MOBIL CORP 1.6%
JOHNSON & JOHNSON 0.9%
MICRON TECHNOLOGY INC 0.7%
ELEVANCE HEALTH INC 0.6%
CHUBB LIMITED 0.5%
CIGNA CORPORATION 0.5%
PROLOGIS INC 0.5%
UNITEDHEALTH GROUP INC 0.4%
IVE Underweight Relative to EQWL
NVIDIA CORP -1.2%
APPLE INC -1.1%
BOOKING HOLDINGS INC. -1.1%
ORACLE CORP -1.1%
BROADCOM INC. -1.1%
NETFLIX INC -1.1%
ELI LILLY & CO -1.0%
MICROSOFT CORP -1.0%
AMAZON.COM INC -1.0%
TESLA MOTORS INC -1.0%
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