Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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141
Number of overlapping holdings
32.1%
% of IVE's 442 holdings also in IWX
96.6%
% of IWX's 148 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus IWX)
Overlapping Holdings
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Company | Weight in IVE |
Weight in IWX |
Overlap | |
---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL B | 3.9% | 5.6% | 3.9% | |
JPMORGAN CHASE & CO | 2.8% | 4.1% | 2.8% | |
EXXON MOBIL CORP | 2.5% | 3.6% | 2.5% | |
JOHNSON & JOHNSON | 1.9% | 2.7% | 1.9% | |
CHEVRON CORP | 1.5% | 2.1% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to IWX
HOME DEPOT INC | 1.1% | |
ABBVIE INC | 1.0% | |
COSTCO WHOLESALE CORP | 1.0% | |
UNITEDHEALTH GROUP INC | 0.9% | |
VISA INC. CLASS A | 0.8% | |
MASTERCARD INCORPORATED CLASS A | 0.6% | |
LOCKHEED MARTIN CORP | 0.5% | |
ACCENTURE PLC-CL A | 0.5% | |
LOWE'S COS INC | 0.4% | |
TARGET CORP | 0.4% |
IVE Underweight Relative to IWX
BERKSHIRE HATHAWAY INC-CL B | -1.8% | |
JPMORGAN CHASE & CO | -1.2% | |
EXXON MOBIL CORP | -1.1% | |
PROCTER & GAMBLE CO/THE | -1.1% | |
MERCK & CO. INC. | -1.0% | |
LINDE PLC | -0.9% | |
CONOCOPHILLIPS | -0.9% | |
JOHNSON & JOHNSON | -0.8% | |
ORACLE CORP | -0.8% | |
ADVANCED MICRO DEVICES | -0.8% |