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
46%
OVERLAP
BY WEIGHT
79
# OF OVERLAPPING HOLDINGS
IVE
399
HOLDINGS
20%
ALSO IN EQWL
EQWL
101
HOLDINGS
78%
ALSO IN IVE
SECTOR DRIFT (IVE minus EQWL)
OVERLAPPING HOLDINGS

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Company Weight
in IVE
Weight
in EQWL
Overlap
JPMORGAN CHASE & CO 1.4% 1.1% 1.1%
CISCO SYSTEMS INC 1.1% 1.1% 1.1%
WELLS FARGO & CO 1.1% 1.0% 1.0%
BANK OF AMERICA CORP 1.3% 1.0% 1.0%
MICROSOFT CORP 7.3% 1.0% 1.0%
IVE Overweight Relative to EQWL
MICROSOFT CORP 6.2%
APPLE INC 5.7%
AMAZON.COM INC 2.6%
EXXON MOBIL CORP 0.9%
BERKSHIRE HATHAWAY INC-CL B 0.9%
MICRON TECHNOLOGY INC 0.6%
PROCTER & GAMBLE CO/THE 0.6%
JOHNSON & JOHNSON 0.5%
LAM RESEARCH CORP 0.5%
ANALOG DEVICES INC 0.5%
IVE Underweight Relative to EQWL
ORACLE CORP -1.2%
NVIDIA CORP -1.1%
NETFLIX INC -1.1%
BROADCOM INC. -1.1%
AMERICAN EXPRESS CO -1.0%
CATERPILLAR INC -1.0%
META PLATFORMS INC -1.0%
BOOKING HOLDINGS INC. -1.0%
INTL BUSINESS MACHINES CORP -1.0%
SALESFORCE.COM INC -1.0%
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