Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
20%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
IVES
31
HOLDINGS
21%
ALSO IN SAMM
SAMM
32
HOLDINGS
20%
ALSO IN IVES
SECTOR DRIFT (IVES minus SAMM)
OVERLAPPING HOLDINGS
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| Company | Weight in IVES |
Weight in SAMM |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 4.7% | 4.1% | 4.1% |
|
INTL BUSINESS MACHINES CORP | 3.6% | 3.4% | 3.4% |
|
SHOPIFY, INC. CLASS A | 3.4% | 3.7% | 3.4% |
|
MICRON TECHNOLOGY INC | 4.4% | 3.2% | 3.2% |
|
BROADCOM INC. | 4.5% | 3.0% | 3.0% |
IVES Overweight Relative to SAMM
|
NVIDIA CORP | 5.2% |
|
MICROSOFT CORP | 4.9% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 4.9% |
|
AMAZON.COM INC | 4.8% |
|
META PLATFORMS INC | 4.8% |
|
TESLA MOTORS INC | 4.5% |
|
ADVANCED MICRO DEVICES | 4.0% |
|
ORACLE CORP | 4.0% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 3.9% |
 |
ALIBABA GROUP HOLDING LTD. SPONSORED | 3.8% |
IVES Underweight Relative to SAMM
|
NATERA INC | -4.9% |
|
PARKER HANNIFIN CORP | -4.4% |
|
GOLDMAN SACHS GROUP INC | -4.1% |
|
BANK OF AMERICA CORP | -4.0% |
|
MORGAN STANLEY | -3.9% |
|
ELI LILLY & CO | -3.9% |
|
MARRIOTT INTERNATIONAL-CL A | -3.7% |
 |
QUIMICA Y MINERA CHIL-SP ADR | -3.5% |
|
UNITED CONTINENTAL HOLDINGS | -3.3% |
|
REGENERON PHARMACEUTICALS | -3.0% |