Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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318
Number of overlapping holdings
80.7%
% of IVE's 398 holdings also in SCHV
63.5%
% of SCHV's 528 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus SCHV)
Overlapping Holdings
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| Company | Weight in IVE |
Weight in SCHV |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 2.2% | 4.3% | 2.2% |
|
EXXON MOBIL CORP | 2.0% | 2.0% | 2.0% |
|
PROCTER & GAMBLE CO/THE | 1.8% | 1.8% | 1.8% |
|
JOHNSON & JOHNSON | 1.6% | 1.6% | 1.6% |
|
JPMORGAN CHASE & CO | 1.3% | 3.0% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to SCHV
|
APPLE INC | 7.2% |
|
MICROSOFT CORP | 6.2% |
|
AMAZON.COM INC | 3.3% |
|
UNITEDHEALTH GROUP INC | 2.5% |
 |
LINDE PLC | 0.9% |
 |
ACCENTURE PLC-CL A | 0.8% |
|
THERMO FISHER SCIENTIFIC INC | 0.7% |
|
ADVANCED MICRO DEVICES | 0.7% |
|
BLACKROCK INC | 0.6% |
|
DANAHER CORP | 0.5% |
IVE Underweight Relative to SCHV
|
BERKSHIRE HATHAWAY INC-CL B | -2.1% |
|
JPMORGAN CHASE & CO | -1.7% |
|
WAL-MART STORES INC | -1.2% |
|
INTL BUSINESS MACHINES CORP | -1.0% |
|
ORACLE CORP | -1.0% |
|
HOME DEPOT INC | -0.7% |
|
CATERPILLAR INC | -0.6% |
|
AMERICAN EXPRESS CO | -0.6% |
|
BOSTON SCIENTIFIC CORP | -0.6% |
|
ABBVIE INC | -0.6% |