Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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198
Number of overlapping holdings
49.9%
% of IVE's 401 holdings also in VYM
38.3%
% of VYM's 537 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 | 2.1% | 2.9% | 2.1% |
|
PROCTER & GAMBLE CO/THE | 1.7% | 2.3% | 1.7% |
|
JOHNSON & JOHNSON | 1.7% | 2.2% | 1.7% |
|
JPMORGAN CHASE & CO | 1.2% | 3.7% | 1.2% |
|
BANK OF AMERICA CORP | 1.2% | 1.5% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
IVE Overweight Relative to VYM
|
APPLE INC | 7.4% |
|
MICROSOFT CORP | 5.9% |
|
AMAZON.COM INC | 3.3% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.0% |
|
UNITEDHEALTH GROUP INC | 1.9% |
 |
LINDE PLC | 0.9% |
|
THERMO FISHER SCIENTIFIC INC | 0.8% |
 |
ACCENTURE PLC-CL A | 0.8% |
|
WALT DISNEY CO/THE | 0.8% |
|
ADVANCED MICRO DEVICES | 0.7% |
IVE Underweight Relative to VYM
|
BROADCOM INC. | -5.1% |
|
JPMORGAN CHASE & CO | -2.5% |
|
WAL-MART STORES INC | -1.6% |
|
INTL BUSINESS MACHINES CORP | -1.3% |
|
ABBVIE INC | -1.2% |
|
HOME DEPOT INC | -1.2% |
|
CATERPILLAR INC | -0.9% |
|
PROGRESSIVE CORP | -0.9% |
|
PHILIP MORRIS INTERNATIONAL | -0.9% |
|
EXXON MOBIL CORP | -0.8% |