Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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352

Number of overlapping holdings

81.3%

% of IVE's 437 holdings also in ILCV

80.5%

% of ILCV's 444 holdings also in IVE

Overlap by Weight
Sector Drift (IVE minus ILCV)
Overlapping Holdings

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Company Weight
in IVE
Weight
in ILCV
Overlap
BERKSHIRE HATHAWAY INC-CL B 4.0% 3.2% 3.2%
JPMORGAN CHASE & CO 3.1% 2.5% 2.5%
EXXON MOBIL CORP 2.5% 2.0% 2.0%
UNITEDHEALTH GROUP INC 1.6% 1.7% 1.6%
JOHNSON & JOHNSON 1.9% 1.5% 1.5%

Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to ILCV
BERKSHIRE HATHAWAY INC-CL B 0.8%
VISA INC. CLASS A 0.8%
JPMORGAN CHASE & CO 0.6%
MASTERCARD INCORPORATED CLASS A 0.6%
EXXON MOBIL CORP 0.5%
JOHNSON & JOHNSON 0.4%
WALT DISNEY CO/THE 0.4%
WAL-MART STORES INC 0.3%
INTUITIVE SURGICAL INC 0.3%
COSTCO WHOLESALE CORP 0.3%
IVE Underweight Relative to ILCV
APPLE INC -6.2%
META PLATFORMS INC -2.1%
ALPHABET INC. CLASS A -1.9%
ALPHABET INC. CLASS C -1.7%
BROADCOM INC. -1.3%
ORACLE CORP -0.8%
BOOKING HOLDINGS INC. -0.4%
PROCTER & GAMBLE CO/THE -0.4%
APPLIED MATERIALS INC -0.4%
HOME DEPOT INC -0.3%
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