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   

83

Number of overlapping holdings

21.1%

% of IVE's 398 holdings also in ITAN

55.3%

% of ITAN's 151 holdings also in IVE

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

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Company Weight
in IVE
Weight
in ITAN
Overlap
AMAZON.COM INC 3.2% 4.8% 3.2%
WELLS FARGO & CO 1.0% 1.5% 1.0%
CISCO SYSTEMS INC 1.0% 1.8% 1.0%
MERCK & CO. INC. 0.9% 1.2% 0.9%
AT&T INC 0.9% 1.8% 0.9%

Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to ITAN
APPLE INC 7.2%
MICROSOFT CORP 6.7%
BERKSHIRE HATHAWAY INC-CL B 2.2%
EXXON MOBIL CORP 2.0%
PROCTER & GAMBLE CO/THE 1.6%
JOHNSON & JOHNSON 1.6%
UNITEDHEALTH GROUP INC 1.6%
JPMORGAN CHASE & CO 1.3%
COCA-COLA CO/THE 1.2%
BANK OF AMERICA CORP 1.2%
IVE Underweight Relative to ITAN
ALPHABET INC. CLASS A -2.1%
ALPHABET INC. CLASS C -2.1%
INTL BUSINESS MACHINES CORP -2.0%
SALESFORCE.COM INC -2.0%
ORACLE CORP -1.9%
AMAZON.COM INC -1.5%
T-MOBILE US, INC. -1.2%
UBER TECHNOLOGIES, INC. -1.2%
DELL TECHNOLOGIES INC CLASS C -1.1%
AT&T INC -1.0%
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