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   

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%
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