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
47
Number of overlapping holdings
20.7%
% of IVW's 228 holdings also in LRND
47.0%
% of LRND's 103 holdings also in IVW
Overlap by Weight
Sector Drift (IVW minus LRND)
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 IVW |
Weight in LRND |
Overlap | |
---|---|---|---|---|
AMAZON.COM INC | 7.1% | 8.3% | 7.1% | |
MICROSOFT CORP | 13.1% | 5.8% | 5.8% | |
APPLE INC | 10.6% | 5.2% | 5.2% | |
META PLATFORMS INC | 4.7% | 6.9% | 4.7% | |
ALPHABET INC. CLASS A | 4.0% | 7.6% | 4.0% |
Position Highlights (Non-Overlapping Exposures)
IVW Overweight Relative to LRND
MICROSOFT CORP | 7.3% | |
NVIDIA CORP | 5.7% | |
APPLE INC | 5.4% | |
ALPHABET INC. CLASS C | 3.4% | |
VISA INC. CLASS A | 1.2% | |
TESLA MOTORS INC | 1.2% | |
MASTERCARD INCORPORATED CLASS A | 1.2% | |
BROADCOM INC. | 1.1% | |
UNITEDHEALTH GROUP INC | 0.8% | |
COSTCO WHOLESALE CORP | 0.6% |
IVW Underweight Relative to LRND
MERCK & CO. INC. | -4.6% | |
ALPHABET INC. CLASS A | -3.6% | |
INTEL CORP | -3.0% | |
JOHNSON & JOHNSON | -2.9% | |
META PLATFORMS INC | -2.2% | |
PFIZER INC | -2.2% | |
GENERAL MOTORS CO | -2.1% | |
BRISTOL-MYERS SQUIBB CO | -1.8% | |
FORD MOTOR CO | -1.5% | |
QUALCOMM INC | -1.5% |