Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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129
Number of overlapping holdings
29.6%
% of IVE's 437 holdings also in FVD
62.3%
% of FVD's 208 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 | |
|---|---|---|---|---|
 |
INTL BUSINESS MACHINES CORP | 1.0% | 0.5% | 0.5% |
|
AT&T INC | 0.7% | 0.5% | 0.5% |
|
VERIZON COMMUNICATIONS INC | 0.9% | 0.5% | 0.5% |
|
GILEAD SCIENCES INC | 0.5% | 0.5% | 0.5% |
|
CHUBB LIMITED | 0.6% | 0.5% | 0.5% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to FVD
|
BERKSHIRE HATHAWAY INC-CL B | 3.9% |
|
JPMORGAN CHASE & CO | 2.4% |
|
EXXON MOBIL CORP | 2.0% |
|
WAL-MART STORES INC | 1.6% |
|
JOHNSON & JOHNSON | 1.4% |
|
BANK OF AMERICA CORP | 1.3% |
|
COSTCO WHOLESALE CORP | 1.1% |
|
UNITEDHEALTH GROUP INC | 1.1% |
|
WELLS FARGO & CO | 0.9% |
|
DANAHER CORP | 0.9% |
IVE Underweight Relative to FVD
 |
CAN IMPERIAL BK OF COMMERCE | -0.5% |
|
BANK OF NOVA SCOTIA | -0.5% |
|
TORONTO-DOMINION BANK | -0.5% |
|
TOOTSIE ROLL INDS | -0.5% |
|
HANOVER INSURANCE GROUP INC/ | -0.5% |
|
ONE GAS INC | -0.5% |
|
LANCASTER COLONY CORP | -0.5% |
|
ROYAL BANK OF CANADA | -0.5% |
|
MIDDLESEX WATER CO | -0.5% |
|
CAL-MAINE FOODS INC | -0.5% |