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

7.6%

% of IVE's 398 holdings also in LEGR

29.4%

% of LEGR's 109 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
MICROSOFT CORP 5.9% 1.4% 1.4%
AMAZON.COM INC 3.1% 1.3% 1.3%
AT&T INC 0.9% 1.5% 0.9%
JPMORGAN CHASE & CO 1.3% 0.8% 0.8%
HOME DEPOT INC 0.9% 0.8% 0.8%

Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to LEGR
APPLE INC 7.2%
MICROSOFT CORP 4.5%
BERKSHIRE HATHAWAY INC-CL B 2.2%
EXXON MOBIL CORP 2.1%
UNITEDHEALTH GROUP INC 1.9%
AMAZON.COM INC 1.8%
PROCTER & GAMBLE CO/THE 1.8%
JOHNSON & JOHNSON 1.7%
COCA-COLA CO/THE 1.3%
CHEVRON CORP 1.0%
IVE Underweight Relative to LEGR
ICICI BANK LTD-SPON ADR -1.6%
GDF SUEZ -1.6%
SWISSCOM AG -1.6%
SOFTBANK CORP. -1.5%
SAMSUNG ELECTRONICS CO LTD -1.5%
EMIRATES TELECOMMUNICATIONS GROUP CO -1.4%
CHINA CITIC BANK - H -1.4%
SAP AG -1.4%
MASTERCARD INCORPORATED CLASS A -1.4%
DEUTSCHE TELEKOM AG -1.4%
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