Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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354
Number of overlapping holdings
80.6%
% of IVE's 442 holdings also in STXV
51.3%
% of STXV's 694 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus STXV)
Overlapping Holdings
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| Company | Weight in IVE |
Weight in STXV |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 2.8% | 3.7% | 2.8% |
|
EXXON MOBIL CORP | 2.5% | 3.3% | 2.5% |
|
JOHNSON & JOHNSON | 1.9% | 1.8% | 1.8% |
|
CHEVRON CORP | 1.5% | 2.0% | 1.5% |
|
BANK OF AMERICA CORP | 1.3% | 1.8% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to STXV
|
BERKSHIRE HATHAWAY INC-CL B | 2.5% |
|
ABBOTT LABORATORIES | 0.8% |
|
UNITEDHEALTH GROUP INC | 0.8% |
|
DANAHER CORP | 0.8% |
|
VISA INC. CLASS A | 0.8% |
|
COSTCO WHOLESALE CORP | 0.7% |
|
THERMO FISHER SCIENTIFIC INC | 0.7% |
|
MASTERCARD INCORPORATED CLASS A | 0.6% |
 |
LINDE PLC | 0.5% |
|
PROLOGIS INC | 0.5% |
IVE Underweight Relative to STXV
|
JPMORGAN CHASE & CO | -0.9% |
|
EXXON MOBIL CORP | -0.8% |
|
PHILIP MORRIS INTERNATIONAL | -0.5% |
|
CHEVRON CORP | -0.5% |
|
BANK OF AMERICA CORP | -0.5% |
|
CONOCOPHILLIPS | -0.4% |
|
EOG RESOURCES, INC. | -0.4% |
|
WELLS FARGO & CO | -0.4% |
|
MARATHON PETROLEUM | -0.4% |
 |
CRH PLC | -0.4% |