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
OVERLAP
58%
OVERLAP
BY WEIGHT
180
# OF OVERLAPPING
HOLDINGS
IVE
398
HOLDINGS
46%
ALSO IN PFM
PFM
429
HOLDINGS
42%
ALSO IN IVE
SECTOR DRIFT (IVE minus PFM)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in IVE |
Weight in PFM |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 7.4% | 4.4% | 4.4% |
|
MICROSOFT CORP | 7.5% | 4.4% | 4.4% |
|
EXXON MOBIL CORP | 1.9% | 1.9% | 1.9% |
|
JOHNSON & JOHNSON | 1.7% | 1.7% | 1.7% |
|
PROCTER & GAMBLE CO/THE | 1.4% | 1.5% | 1.4% |
IVE Overweight Relative to PFM
|
AMAZON.COM INC | 3.6% |
|
MICROSOFT CORP | 3.1% |
|
APPLE INC | 3.0% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.7% |
|
ADVANCED MICRO DEVICES | 1.1% |
|
WELLS FARGO & CO | 1.0% |
|
WALT DISNEY CO/THE | 0.8% |
|
AT&T INC | 0.8% |
|
THERMO FISHER SCIENTIFIC INC | 0.7% |
|
CITIGROUP INC | 0.7% |
IVE Underweight Relative to PFM
|
BROADCOM INC. | -4.8% |
|
ORACLE CORP | -2.9% |
|
WAL-MART STORES INC | -2.8% |
|
ELI LILLY & CO | -2.4% |
|
VISA INC. CLASS A | -2.3% |
|
MASTERCARD INCORPORATED CLASS A | -2.1% |
|
JPMORGAN CHASE & CO | -1.9% |
|
COSTCO WHOLESALE CORP | -1.8% |
|
INTL BUSINESS MACHINES CORP | -0.9% |
|
INTUIT INC | -0.9% |