Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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391
Number of overlapping holdings
99.2%
% of IVE's 398 holdings also in RWL
79.1%
% of RWL's 496 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus RWL)
Overlapping Holdings
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| Company | Weight in IVE |
Weight in RWL |
Overlap | |
|---|---|---|---|---|
 |
AMAZON.COM INC | 3.2% | 3.4% | 3.2% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.2% | 2.3% | 2.2% |
|
APPLE INC | 7.2% | 2.1% | 2.1% |
|
EXXON MOBIL CORP | 2.0% | 1.9% | 1.9% |
|
MICROSOFT CORP | 6.7% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to RWL
|
APPLE INC | 5.1% |
|
MICROSOFT CORP | 5.0% |
|
PROCTER & GAMBLE CO/THE | 1.2% |
|
JOHNSON & JOHNSON | 1.1% |
|
COCA-COLA CO/THE | 0.9% |
|
MCDONALD'S CORP | 0.8% |
|
ABBOTT LABORATORIES | 0.7% |
 |
LINDE PLC | 0.7% |
|
CISCO SYSTEMS INC | 0.7% |
|
MERCK & CO. INC. | 0.6% |
IVE Underweight Relative to RWL
|
WAL-MART STORES INC | -3.8% |
|
CVS CAREMARK CORP | -1.8% |
|
MCKESSON CORP | -1.8% |
|
CENCORA INC | -1.7% |
|
COSTCO WHOLESALE CORP | -1.6% |
|
CARDINAL HEALTH INC | -1.3% |
|
CIGNA CORPORATION | -1.1% |
|
ALPHABET INC. CLASS A | -1.0% |
|
ALPHABET INC. CLASS C | -1.0% |
|
FORD MOTOR CO | -0.9% |