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   

207

Number of overlapping holdings

47.4%

% of IVE's 441 holdings also in EVUS

93.2%

% of EVUS's 228 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 3.0% 2.6% 2.6%
EXXON MOBIL CORP 2.6% 1.6% 1.6%
JOHNSON & JOHNSON 1.8% 1.5% 1.5%
UNITEDHEALTH GROUP INC 1.4% 2.3% 1.4%
CHEVRON CORP 1.4% 1.4% 1.4%

Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to EVUS
BERKSHIRE HATHAWAY INC-CL B 2.9%
WAL-MART STORES INC 1.4%
COSTCO WHOLESALE CORP 1.1%
EXXON MOBIL CORP 1.0%
WELLS FARGO & CO 0.8%
VISA INC. CLASS A 0.8%
ABBOTT LABORATORIES 0.7%
THERMO FISHER SCIENTIFIC INC 0.6%
MEDTRONIC PLC 0.6%
MASTERCARD INCORPORATED CLASS A 0.5%
IVE Underweight Relative to EVUS
BROADCOM INC. -2.5%
COCA-COLA CO/THE -1.1%
TEXAS INSTRUMENTS INC -1.1%
ORACLE CORP -1.0%
UNITEDHEALTH GROUP INC -0.8%
PRUDENTIAL FINANCIAL INC -0.8%
AUTOMATIC DATA PROCESSING -0.8%
HOME DEPOT INC -0.8%
PUBLIC SERVICE ENTERPRISE GP -0.8%
CONOCOPHILLIPS -0.7%
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