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
302
Number of overlapping holdings
68.8%
% of IVE's 442 holdings also in VTV
89.1%
% of VTV's 346 holdings also in IVE
Overlap by Weight
Sector Drift (IVE minus VTV)
Overlapping Holdings
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| Company | Weight in IVE |
Weight in VTV |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 3.9% | 4.0% | 3.9% |
|
JPMORGAN CHASE & CO | 2.8% | 2.9% | 2.8% |
|
EXXON MOBIL CORP | 2.5% | 2.6% | 2.5% |
|
JOHNSON & JOHNSON | 1.9% | 1.9% | 1.9% |
|
UNITEDHEALTH GROUP INC | 1.5% | 2.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to VTV
|
HOME DEPOT INC | 1.1% |
|
WALT DISNEY CO/THE | 1.1% |
|
COSTCO WHOLESALE CORP | 1.0% |
|
WAL-MART STORES INC | 0.9% |
|
VISA INC. CLASS A | 0.8% |
|
THERMO FISHER SCIENTIFIC INC | 0.7% |
|
MCDONALD'S CORP | 0.6% |
|
MASTERCARD INCORPORATED CLASS A | 0.6% |
 |
LINDE PLC | 0.5% |
 |
ACCENTURE PLC-CL A | 0.5% |
IVE Underweight Relative to VTV
|
BROADCOM INC. | -2.7% |
|
ORACLE CORP | -1.0% |
|
UNITEDHEALTH GROUP INC | -1.0% |
|
PROCTER & GAMBLE CO/THE | -0.8% |
|
MERCK & CO. INC. | -0.7% |
|
ABBVIE INC | -0.6% |
|
CONOCOPHILLIPS | -0.6% |
|
CATERPILLAR INC | -0.6% |
|
COCA-COLA CO/THE | -0.5% |
|
QUALCOMM INC | -0.5% |