Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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428
Number of overlapping holdings
97.5%
% of IVE's 442 holdings also in PRF
43.3%
% of PRF's 990 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus PRF)
Overlapping Holdings
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| Company | Weight in IVE |
Weight in PRF |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 3.9% | 2.3% | 2.3% |
|
EXXON MOBIL CORP | 2.5% | 2.3% | 2.3% |
|
JPMORGAN CHASE & CO | 2.8% | 1.9% | 1.9% |
|
CHEVRON CORP | 1.5% | 1.3% | 1.3% |
|
BANK OF AMERICA CORP | 1.3% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to PRF
|
BERKSHIRE HATHAWAY INC-CL B | 1.6% |
|
JPMORGAN CHASE & CO | 0.9% |
|
JOHNSON & JOHNSON | 0.9% |
|
ABBOTT LABORATORIES | 0.6% |
|
DANAHER CORP | 0.6% |
|
WALT DISNEY CO/THE | 0.6% |
|
VISA INC. CLASS A | 0.5% |
|
UNITEDHEALTH GROUP INC | 0.5% |
|
COSTCO WHOLESALE CORP | 0.5% |
|
THERMO FISHER SCIENTIFIC INC | 0.4% |
IVE Underweight Relative to PRF
|
MICROSOFT CORP | -2.0% |
|
APPLE INC | -1.9% |
|
AMAZON.COM INC | -1.6% |
|
ALPHABET INC. CLASS A | -1.0% |
|
META PLATFORMS INC | -0.9% |
|
ALPHABET INC. CLASS C | -0.9% |
|
CITIGROUP INC | -0.5% |
|
VERIZON COMMUNICATIONS INC | -0.4% |
|
GENERAL MOTORS CO | -0.4% |
|
BROADCOM INC. | -0.4% |