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   

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 2.9% 2.6% 2.6%
EXXON MOBIL CORP 2.5% 2.2% 2.2%
JOHNSON & JOHNSON 1.9% 1.7% 1.7%
CHEVRON CORP 1.4% 1.3% 1.3%

Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to SCHV
UNITEDHEALTH GROUP INC 1.3%
COSTCO WHOLESALE CORP 0.9%
DANAHER CORP 0.8%
VISA INC. CLASS A 0.8%
THERMO FISHER SCIENTIFIC INC 0.7%
ELEVANCE HEALTH INC 0.6%
BLACKROCK INC 0.6%
MASTERCARD INCORPORATED CLASS A 0.6%
LINDE PLC 0.5%
CIGNA CORPORATION 0.5%
IVE Underweight Relative to SCHV
ORACLE CORP -0.9%
APPLIED MATERIALS INC -0.8%
UBER TECHNOLOGIES, INC. -0.7%
PROCTER & GAMBLE CO/THE -0.5%
MERCK & CO. INC. -0.5%
HOME DEPOT INC -0.5%
CONOCOPHILLIPS -0.5%
CATERPILLAR INC -0.5%
ABBVIE INC -0.4%
QUALCOMM INC -0.4%
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