Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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218
Number of overlapping holdings
55.3%
% of IVE's 398 holdings also in VYM
38.0%
% of VYM's 597 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 | |
|---|---|---|---|---|
 |
EXXON MOBIL CORP | 2.0% | 2.5% | 2.0% |
|
PROCTER & GAMBLE CO/THE | 1.6% | 2.0% | 1.6% |
|
JOHNSON & JOHNSON | 1.6% | 2.0% | 1.6% |
|
UNITEDHEALTH GROUP INC | 1.6% | 2.0% | 1.6% |
|
JPMORGAN CHASE & CO | 1.3% | 3.8% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to VYM
|
APPLE INC | 7.2% |
|
MICROSOFT CORP | 6.7% |
|
AMAZON.COM INC | 3.2% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.2% |
 |
LINDE PLC | 0.9% |
|
WALT DISNEY CO/THE | 0.7% |
|
THERMO FISHER SCIENTIFIC INC | 0.7% |
|
ADVANCED MICRO DEVICES | 0.7% |
|
SCHWAB (CHARLES) CORP | 0.6% |
|
BOEING CO | 0.6% |
IVE Underweight Relative to VYM
|
BROADCOM INC. | -5.0% |
|
JPMORGAN CHASE & CO | -2.5% |
|
WAL-MART STORES INC | -1.7% |
|
INTL BUSINESS MACHINES CORP | -1.2% |
|
HOME DEPOT INC | -1.1% |
|
ABBVIE INC | -1.0% |
|
PHILIP MORRIS INTERNATIONAL | -0.9% |
|
PROGRESSIVE CORP | -0.9% |
|
CATERPILLAR INC | -0.8% |
 |
EATON CORP PLC | -0.6% |