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
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
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| 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% |