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
80.7%
% of IVE's 438 holdings also in ILCV
80.2%
% 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 | 3.9% | 3.1% | 3.1% |
|
JPMORGAN CHASE & CO | 3.0% | 2.4% | 2.4% |
|
EXXON MOBIL CORP | 2.6% | 2.1% | 2.1% |
|
UNITEDHEALTH GROUP INC | 1.6% | 1.8% | 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 | 0.7% |
|
JPMORGAN CHASE & CO | 0.6% |
|
MASTERCARD INCORPORATED CLASS A | 0.5% |
|
EXXON MOBIL CORP | 0.5% |
|
WALT DISNEY CO/THE | 0.4% |
|
JOHNSON & JOHNSON | 0.4% |
|
BANK OF AMERICA CORP | 0.3% |
|
WAL-MART STORES INC | 0.3% |
|
COSTCO WHOLESALE CORP | 0.3% |
IVE Underweight Relative to ILCV
|
APPLE INC | -6.5% |
|
ALPHABET INC. CLASS A | -2.0% |
|
ALPHABET INC. CLASS C | -1.8% |
|
META PLATFORMS INC | -1.8% |
|
BROADCOM INC. | -1.3% |
|
ORACLE CORP | -0.6% |
|
APPLIED MATERIALS INC | -0.4% |
|
PROCTER & GAMBLE CO/THE | -0.4% |
|
BOOKING HOLDINGS INC. | -0.4% |
|
QUALCOMM INC | -0.3% |