Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
27%
OVERLAP
BY WEIGHT
133
# OF OVERLAPPING
HOLDINGS
IVE
398
HOLDINGS
34%
ALSO IN FVD
FVD
238
HOLDINGS
57%
ALSO IN IVE
SECTOR DRIFT (IVE minus FVD)
OVERLAPPING HOLDINGS
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| Company | Weight in IVE |
Weight in FVD |
Overlap | |
|---|---|---|---|---|
 |
GOLDMAN SACHS GROUP INC | 0.9% | 0.4% | 0.4% |
|
BLACKROCK INC | 0.6% | 0.4% | 0.4% |
|
HOME DEPOT INC | 0.8% | 0.4% | 0.4% |
|
JPMORGAN CHASE & CO | 1.4% | 0.4% | 0.4% |
|
LOWE'S COS INC | 0.5% | 0.4% | 0.4% |
IVE Overweight Relative to FVD
|
MICROSOFT CORP | 7.3% |
|
APPLE INC | 6.7% |
|
AMAZON.COM INC | 3.6% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.9% |
|
EXXON MOBIL CORP | 1.5% |
|
BANK OF AMERICA CORP | 1.3% |
|
UNITEDHEALTH GROUP INC | 1.2% |
|
PROCTER & GAMBLE CO/THE | 1.1% |
|
JOHNSON & JOHNSON | 1.1% |
|
WELLS FARGO & CO | 1.1% |
IVE Underweight Relative to FVD
|
SEI INVESTMENTS COMPANY | -0.4% |
|
CATERPILLAR INC | -0.4% |
 |
GENPACT LTD | -0.4% |
|
MSC INDUSTRIAL DIRECT CO-A | -0.4% |
|
FRANKLIN ELECTRIC CO INC | -0.4% |
 |
BANK OF MONTREAL | -0.4% |
|
TRANSCANADA CORP | -0.4% |
|
ROGERS COMMUNICATIONS INC. CLASS B | -0.4% |
 |
HONDA MOTOR CO LTD-SPONS ADR | -0.4% |
 |
GARMIN LTD | -0.4% |