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
OVERLAP
50%
OVERLAP
BY WEIGHT
17
# OF OVERLAPPING
HOLDINGS
IVES
31
HOLDINGS
57%
ALSO IN USMD
USMD
116
HOLDINGS
15%
ALSO IN IVES
SECTOR DRIFT (IVES minus USMD)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in IVES |
Weight in USMD |
Overlap | |
|---|---|---|---|---|
 |
ADVANCED MICRO DEVICES | 6.5% | 6.6% | 6.5% |
|
BROADCOM INC. | 5.5% | 5.3% | 5.3% |
|
ALPHABET INC. CLASS A | 5.4% | 5.1% | 5.1% |
|
NVIDIA CORP | 4.8% | 4.9% | 4.8% |
|
AMAZON.COM INC | 5.5% | 4.5% | 4.5% |
IVES Overweight Relative to USMD
 |
TAIWAN SEMICONDUCTOR-SP ADR | 5.0% |
|
MICRON TECHNOLOGY INC | 4.9% |
|
APPLE INC | 4.9% |
|
META PLATFORMS INC | 4.2% |
 |
ALIBABA GROUP HOLDING LTD. SPONSORED | 3.4% |
|
SHOPIFY, INC. CLASS A | 3.0% |
|
SALESFORCE.COM INC | 2.9% |
|
COREWEAVE INC-CL A | 2.7% |
 |
NEBIUS GROUP NV | 2.5% |
|
MONGODB, INC. CLASS A | 1.8% |
IVES Underweight Relative to USMD
|
INTEL CORP | -4.4% |
|
CISCO SYSTEMS INC | -4.3% |
|
TEXAS INSTRUMENTS INC | -2.5% |
|
RTX CORP | -2.1% |
|
ANALOG DEVICES INC | -2.0% |
|
NEXTERA ENERGY GROUP | -1.8% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -1.5% |
|
LOCKHEED MARTIN CORP | -1.5% |
|
HONEYWELL INTERNATIONAL INC | -1.4% |
|
L3HARRIS TECHNOLOGIES INC | -1.4% |