Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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203
Number of overlapping holdings
46.2%
% of IVE's 442 holdings also in PFM
47.7%
% of PFM's 426 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus PFM)
Overlapping Holdings
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| Company | Weight in IVE |
Weight in PFM |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 2.8% | 2.6% | 2.6% |
|
EXXON MOBIL CORP | 2.5% | 2.4% | 2.4% |
|
JOHNSON & JOHNSON | 1.9% | 1.8% | 1.8% |
|
UNITEDHEALTH GROUP INC | 1.5% | 2.3% | 1.5% |
|
CHEVRON CORP | 1.5% | 1.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to PFM
|
BERKSHIRE HATHAWAY INC-CL B | 3.9% |
|
WELLS FARGO & CO | 1.1% |
|
WALT DISNEY CO/THE | 1.1% |
|
INTEL CORP | 0.8% |
|
THERMO FISHER SCIENTIFIC INC | 0.7% |
|
AT&T INC | 0.6% |
|
MICRON TECHNOLOGY INC | 0.6% |
|
CITIGROUP INC | 0.6% |
|
SCHWAB (CHARLES) CORP | 0.6% |
|
CIGNA CORPORATION | 0.5% |
IVE Underweight Relative to PFM
|
MICROSOFT CORP | -3.9% |
|
APPLE INC | -3.7% |
|
BROADCOM INC. | -2.8% |
|
ORACLE CORP | -1.6% |
|
MASTERCARD INCORPORATED CLASS A | -1.5% |
|
VISA INC. CLASS A | -1.4% |
|
WAL-MART STORES INC | -1.0% |
|
INTUIT INC | -0.8% |
|
UNITEDHEALTH GROUP INC | -0.8% |
|
PROCTER & GAMBLE CO/THE | -0.7% |