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   

92

Number of overlapping holdings

22.9%

% of IVE's 401 holdings also in ITAN

60.5%

% of ITAN's 152 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 4.0% 3.8% 3.8%
META PLATFORMS INC 3.9% 3.4% 3.4%
JPMORGAN CHASE & CO 2.6% 1.7% 1.7%
CISCO SYSTEMS INC 1.4% 1.9% 1.4%
SALESFORCE.COM INC 1.2% 1.8% 1.2%

Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to ITAN
MICROSOFT CORP 5.4%
BERKSHIRE HATHAWAY INC-CL B 3.9%
WAL-MART STORES INC 1.4%
BANK OF AMERICA CORP 1.2%
NETFLIX INC 1.0%
PROCTER & GAMBLE CO/THE 1.0%
WALT DISNEY CO/THE 0.9%
HOME DEPOT INC 0.9%
JPMORGAN CHASE & CO 0.9%
JOHNSON & JOHNSON 0.9%
IVE Underweight Relative to ITAN
ALPHABET INC. CLASS C -2.1%
ALPHABET INC. CLASS A -2.1%
ORACLE CORP -1.7%
PFIZER INC -1.4%
QUALCOMM INC -1.4%
MERCK & CO. INC. -1.3%
VMWARE, INC. CLASS A -1.1%
BRISTOL-MYERS SQUIBB CO -1.0%
ACCENTURE PLC-CL A -1.0%
T-MOBILE US, INC. -0.9%
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