Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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212
Number of overlapping holdings
48.6%
% of IVE's 438 holdings also in EVUS
92.2%
% of EVUS's 234 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus EVUS)
Overlapping Holdings
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| Company | Weight in IVE |
Weight in EVUS |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 2.9% | 2.5% | 2.5% |
|
UNITEDHEALTH GROUP INC | 1.6% | 2.1% | 1.6% |
|
JOHNSON & JOHNSON | 1.9% | 1.6% | 1.6% |
|
EXXON MOBIL CORP | 2.5% | 1.5% | 1.5% |
|
PROCTER & GAMBLE CO/THE | 1.2% | 1.6% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to EVUS
|
BERKSHIRE HATHAWAY INC-CL B | 2.8% |
|
WAL-MART STORES INC | 1.6% |
|
COSTCO WHOLESALE CORP | 1.1% |
|
EXXON MOBIL CORP | 1.0% |
|
VISA INC. CLASS A | 0.7% |
|
WELLS FARGO & CO | 0.7% |
|
ABBOTT LABORATORIES | 0.7% |
|
LOCKHEED MARTIN CORP | 0.6% |
 |
MEDTRONIC PLC | 0.6% |
|
PHILIP MORRIS INTERNATIONAL | 0.6% |
IVE Underweight Relative to EVUS
|
BROADCOM INC. | -3.1% |
|
ORACLE CORP | -1.2% |
|
COCA-COLA CO/THE | -1.1% |
|
TEXAS INSTRUMENTS INC | -1.0% |
|
HOME DEPOT INC | -0.9% |
|
AUTOMATIC DATA PROCESSING | -0.8% |
|
KELLOGG CO | -0.8% |
|
PRUDENTIAL FINANCIAL INC | -0.8% |
|
PUBLIC SERVICE ENTERPRISE GP | -0.7% |
|
AMERICAN EXPRESS CO | -0.6% |