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   

211

Number of overlapping holdings

48.4%

% of IVE's 437 holdings also in VYM

39.2%

% of VYM's 559 holdings also in IVE

Overlap by Weight
Sector Drift (IVE minus VYM)
Overlapping Holdings

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Company Weight
in IVE
Weight
in VYM
Overlap
JPMORGAN CHASE & CO 2.9% 3.4% 2.9%
EXXON MOBIL CORP 2.5% 2.9% 2.5%
JOHNSON & JOHNSON 1.9% 2.2% 1.9%
WAL-MART STORES INC 1.6% 1.9% 1.6%
BANK OF AMERICA CORP 1.3% 1.6% 1.3%

Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to VYM
BERKSHIRE HATHAWAY INC-CL B 3.9%
UNITEDHEALTH GROUP INC 1.6%
COSTCO WHOLESALE CORP 1.1%
DANAHER CORP 0.9%
WALT DISNEY CO/THE 0.8%
VISA INC. CLASS A 0.7%
THERMO FISHER SCIENTIFIC INC 0.7%
ELEVANCE HEALTH INC 0.6%
GE AEROSPACE 0.6%
PROLOGIS INC 0.6%
IVE Underweight Relative to VYM
BROADCOM INC. -4.4%
PROCTER & GAMBLE CO/THE -1.1%
HOME DEPOT INC -1.0%
ABBVIE INC -0.9%
MERCK & CO. INC. -0.8%
COCA-COLA CO/THE -0.8%
CATERPILLAR INC -0.7%
MCDONALD'S CORP -0.6%
QUALCOMM INC -0.6%
PEPSICO INC -0.6%
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