Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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396
Number of overlapping holdings
90.2%
% of IVE's 442 holdings also in SPXT
90.6%
% of SPXT's 439 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus SPXT)
Overlapping Holdings
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Company | Weight in IVE |
Weight in SPXT |
Overlap | |
---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL B | 3.9% | 2.5% | 2.5% | |
JPMORGAN CHASE & CO | 2.8% | 1.8% | 1.8% | |
UNITEDHEALTH GROUP INC | 1.5% | 1.5% | 1.5% | |
EXXON MOBIL CORP | 2.5% | 1.4% | 1.4% | |
JOHNSON & JOHNSON | 1.9% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to SPXT
BERKSHIRE HATHAWAY INC-CL B | 1.4% | |
EXXON MOBIL CORP | 1.1% | |
JPMORGAN CHASE & CO | 1.0% | |
CISCO SYSTEMS INC | 1.0% | |
INTL BUSINESS MACHINES CORP | 0.9% | |
INTEL CORP | 0.8% | |
MICRON TECHNOLOGY INC | 0.6% | |
JOHNSON & JOHNSON | 0.6% | |
CHEVRON CORP | 0.6% | |
BANK OF AMERICA CORP | 0.6% |
IVE Underweight Relative to SPXT
AMAZON.COM INC | -5.4% | |
META PLATFORMS INC | -3.7% | |
ALPHABET INC. CLASS A | -2.7% | |
ALPHABET INC. CLASS C | -2.3% | |
ELI LILLY & CO | -2.1% | |
TESLA MOTORS INC | -1.9% | |
NETFLIX INC | -0.9% | |
MASTERCARD INCORPORATED CLASS A | -0.8% | |
VISA INC. CLASS A | -0.7% | |
LINDE PLC | -0.7% |