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
175
Number of overlapping holdings
43.5%
% of IVE's 402 holdings also in SHE
72.6%
% of SHE's 241 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus SHE)
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 SHE |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 6.1% | 4.5% | 4.5% |
|
AMAZON.COM INC | 4.0% | 4.6% | 4.0% |
|
META PLATFORMS INC | 3.9% | 4.0% | 3.9% |
|
JPMORGAN CHASE & CO | 2.6% | 1.9% | 1.9% |
|
CISCO SYSTEMS INC | 1.4% | 4.5% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to SHE
|
BERKSHIRE HATHAWAY INC-CL B | 3.9% |
|
MICROSOFT CORP | 1.6% |
|
WAL-MART STORES INC | 1.4% |
|
SALESFORCE.COM INC | 1.2% |
|
COMCAST CORP-CL A | 1.1% |
|
INTEL CORP | 0.9% |
|
HOME DEPOT INC | 0.9% |
|
BROADCOM INC. | 0.8% |
|
NEXTERA ENERGY GROUP | 0.8% |
|
INTL BUSINESS MACHINES CORP | 0.8% |
IVE Underweight Relative to SHE
|
APPLE INC | -4.4% |
 |
ACCENTURE PLC-CL A | -3.7% |
|
CISCO SYSTEMS INC | -3.1% |
|
INTUIT INC | -2.8% |
|
ELI LILLY & CO | -2.3% |
|
SERVICENOW INC | -2.2% |
|
UNITEDHEALTH GROUP INC | -2.2% |
|
VISA INC. CLASS A | -1.9% |
|
CHEVRON CORP | -1.6% |
|
ANALOG DEVICES INC | -1.5% |