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% |