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   

30

Number of overlapping holdings

6.9%

% of IVE's 438 holdings also in LEGR

29.4%

% of LEGR's 663 holdings also in IVE

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

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Company Weight
in IVE
Weight
in LEGR
Overlap
BANK OF AMERICA CORP 1.5% 0.9% 0.9%
WAL-MART STORES INC 1.5% 0.9% 0.9%
INTL BUSINESS MACHINES CORP 0.8% 1.2% 0.8%
JPMORGAN CHASE & CO 3.0% 0.8% 0.8%
GOLDMAN SACHS GROUP INC 0.8% 0.9% 0.8%

Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to LEGR
BERKSHIRE HATHAWAY INC-CL B 3.9%
EXXON MOBIL CORP 2.6%
JPMORGAN CHASE & CO 2.2%
JOHNSON & JOHNSON 1.9%
UNITEDHEALTH GROUP INC 1.6%
CHEVRON CORP 1.4%
PROCTER & GAMBLE CO/THE 1.2%
COSTCO WHOLESALE CORP 1.1%
ABBVIE INC 1.0%
MERCK & CO. INC. 1.0%
IVE Underweight Relative to LEGR
NVIDIA CORP -1.7%
ORACLE CORP -1.6%
IND & COMM BK OF CHINA - H -1.6%
SAMSUNG ELECTRONICS CO LTD -1.5%
INFOSYS TECHNOLOGIES-SP ADR -1.5%
ICICI BANK LTD-SPON ADR -1.5%
TAIWAN SEMICONDUCTOR-SP ADR -1.5%
JD.COM INC-ADR -1.4%
DEUTSCHE TELEKOM AG -1.4%
CHINA CITIC BANK - H -1.4%
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