Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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114
Number of overlapping holdings
26.0%
% of IVE's 442 holdings also in FVD
65.1%
% of FVD's 177 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus FVD)
Overlapping Holdings
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| Company | Weight in IVE |
Weight in FVD |
Overlap | |
|---|---|---|---|---|
 |
RAYTHEON TECHNOLOGIES CORPORATION | 0.7% | 0.6% | 0.6% |
|
UNITEDHEALTH GROUP INC | 1.5% | 0.6% | 0.6% |
|
NEXTERA ENERGY GROUP | 0.7% | 0.6% | 0.6% |
|
PEPSICO INC | 0.8% | 0.6% | 0.6% |
|
MERCK & CO. INC. | 1.0% | 0.6% | 0.6% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to FVD
|
BERKSHIRE HATHAWAY INC-CL B | 3.9% |
|
EXXON MOBIL CORP | 2.5% |
|
JPMORGAN CHASE & CO | 2.3% |
|
CHEVRON CORP | 1.5% |
|
BANK OF AMERICA CORP | 1.3% |
|
JOHNSON & JOHNSON | 1.3% |
|
WELLS FARGO & CO | 1.1% |
|
WALT DISNEY CO/THE | 1.1% |
|
COSTCO WHOLESALE CORP | 1.0% |
|
UNITEDHEALTH GROUP INC | 0.9% |
IVE Underweight Relative to FVD
|
DT MIDSTREAM, INC. | -0.6% |
|
FLOWERS FOODS INC | -0.6% |
 |
ASTRAZENECA PLC-SPONS ADR | -0.6% |
|
SILGAN HOLDINGS INC | -0.6% |
|
NORTHWEST NATURAL GAS CO | -0.6% |
 |
ROYAL BANK OF CANADA | -0.6% |
|
IDACORP INC | -0.6% |
|
NEW JERSEY RESOURCES CORP | -0.6% |
|
ONE GAS INC | -0.6% |
|
TELUS CORPORATION | -0.6% |