Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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174
Number of overlapping holdings
39.6%
% of IVE's 442 holdings also in SHE
82.1%
% of SHE's 214 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus SHE)
Overlapping Holdings
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| Company | Weight in IVE |
Weight in SHE |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 2.8% | 2.3% | 2.3% |
|
EXXON MOBIL CORP | 2.5% | 1.9% | 1.9% |
|
JOHNSON & JOHNSON | 1.9% | 1.7% | 1.7% |
|
UNITEDHEALTH GROUP INC | 1.5% | 2.0% | 1.5% |
|
CHEVRON CORP | 1.5% | 1.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to SHE
|
BERKSHIRE HATHAWAY INC-CL B | 3.9% |
|
WAL-MART STORES INC | 1.3% |
|
HOME DEPOT INC | 1.1% |
|
WALT DISNEY CO/THE | 1.1% |
|
ABBVIE INC | 1.0% |
|
COSTCO WHOLESALE CORP | 1.0% |
|
INTL BUSINESS MACHINES CORP | 0.9% |
|
COMCAST CORP-CL A | 0.8% |
|
DANAHER CORP | 0.8% |
|
PFIZER INC | 0.8% |
IVE Underweight Relative to SHE
|
NVIDIA CORP | -4.7% |
|
AMAZON.COM INC | -4.7% |
|
MICROSOFT CORP | -4.5% |
|
META PLATFORMS INC | -4.4% |
|
APPLE INC | -4.1% |
|
ALPHABET INC. CLASS A | -2.9% |
|
ELI LILLY & CO | -2.6% |
 |
ACCENTURE PLC-CL A | -2.5% |
|
INTUIT INC | -2.3% |
|
SERVICENOW INC | -1.7% |