Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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124
Number of overlapping holdings
31.4%
% of IVE's 399 holdings also in FVD
55.9%
% of FVD's 226 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 | |
|---|---|---|---|---|
 |
EXXON MOBIL CORP | 2.0% | 0.5% | 0.5% |
|
TEXAS INSTRUMENTS INC | 0.7% | 0.5% | 0.5% |
|
CHEVRON CORP | 1.0% | 0.5% | 0.5% |
|
MERCK & CO. INC. | 0.9% | 0.5% | 0.5% |
 |
MEDTRONIC PLC | 0.5% | 0.5% | 0.5% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to FVD
|
MICROSOFT CORP | 7.1% |
|
APPLE INC | 6.7% |
|
AMAZON.COM INC | 3.5% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.9% |
|
EXXON MOBIL CORP | 1.6% |
|
BANK OF AMERICA CORP | 1.2% |
|
UNITEDHEALTH GROUP INC | 1.2% |
|
PROCTER & GAMBLE CO/THE | 1.1% |
|
JOHNSON & JOHNSON | 1.1% |
|
WELLS FARGO & CO | 1.0% |
IVE Underweight Relative to FVD
 |
TOTAL SA-SPON ADR | -0.5% |
 |
BRITISH AMERICAN TOB-SP ADR | -0.5% |
 |
BCE INC. | -0.5% |
|
INTL BUSINESS MACHINES CORP | -0.5% |
 |
NOVARTIS AG-ADR | -0.5% |
|
ASTRAZENECA PLC-SPONS ADR | -0.5% |
|
WERNER ENTERPRISES INC | -0.5% |
|
COCA-COLA EUROPACIFIC PARTNERS PLC | -0.5% |
|
ROGERS COMMUNICATIONS INC. CLASS B | -0.5% |
|
TORONTO-DOMINION BANK | -0.5% |