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
318
Number of overlapping holdings
80.7%
% of IVE's 398 holdings also in SCHV
63.5%
% of SCHV's 529 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus SCHV)
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 SCHV |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 2.2% | 4.2% | 2.2% |
|
EXXON MOBIL CORP | 2.1% | 2.1% | 2.1% |
|
PROCTER & GAMBLE CO/THE | 1.8% | 1.8% | 1.8% |
|
JOHNSON & JOHNSON | 1.7% | 1.7% | 1.7% |
|
COCA-COLA CO/THE | 1.3% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to SCHV
|
APPLE INC | 7.2% |
|
MICROSOFT CORP | 5.9% |
|
AMAZON.COM INC | 3.1% |
|
UNITEDHEALTH GROUP INC | 1.9% |
 |
LINDE PLC | 1.0% |
 |
ACCENTURE PLC-CL A | 0.8% |
|
THERMO FISHER SCIENTIFIC INC | 0.7% |
|
ADVANCED MICRO DEVICES | 0.6% |
|
BLACKROCK INC | 0.6% |
|
DANAHER CORP | 0.5% |
IVE Underweight Relative to SCHV
|
BERKSHIRE HATHAWAY INC-CL B | -2.1% |
|
JPMORGAN CHASE & CO | -1.6% |
|
WAL-MART STORES INC | -1.2% |
|
INTL BUSINESS MACHINES CORP | -1.0% |
|
ORACLE CORP | -0.9% |
|
HOME DEPOT INC | -0.7% |
|
CATERPILLAR INC | -0.6% |
|
BOSTON SCIENTIFIC CORP | -0.6% |
|
AMERICAN EXPRESS CO | -0.6% |
|
PHILIP MORRIS INTERNATIONAL | -0.6% |