Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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336
Number of overlapping holdings
76.5%
% of IVE's 442 holdings also in SCHV
69.4%
% of SCHV's 507 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 | 3.9% | 3.5% | 3.5% |
|
JPMORGAN CHASE & CO | 2.8% | 2.5% | 2.5% |
|
EXXON MOBIL CORP | 2.5% | 2.2% | 2.2% |
|
JOHNSON & JOHNSON | 1.9% | 1.7% | 1.7% |
|
CHEVRON CORP | 1.5% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to SCHV
|
UNITEDHEALTH GROUP INC | 1.5% |
|
COSTCO WHOLESALE CORP | 1.0% |
|
DANAHER CORP | 0.8% |
|
VISA INC. CLASS A | 0.8% |
|
THERMO FISHER SCIENTIFIC INC | 0.7% |
|
ELEVANCE HEALTH INC | 0.7% |
|
MASTERCARD INCORPORATED CLASS A | 0.6% |
|
BLACKROCK INC | 0.5% |
 |
LINDE PLC | 0.5% |
|
CIGNA CORPORATION | 0.5% |
IVE Underweight Relative to SCHV
|
ORACLE CORP | -0.9% |
|
APPLIED MATERIALS INC | -0.7% |
|
UBER TECHNOLOGIES, INC. | -0.7% |
|
PROCTER & GAMBLE CO/THE | -0.6% |
|
MERCK & CO. INC. | -0.5% |
|
HOME DEPOT INC | -0.5% |
|
CONOCOPHILLIPS | -0.5% |
|
CATERPILLAR INC | -0.5% |
|
AMERICAN EXPRESS CO | -0.4% |
|
ABBVIE INC | -0.4% |