Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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120
Number of overlapping holdings
51.9%
% of IVW's 231 holdings also in PALC
71.4%
% of PALC's 168 holdings also in IVW
Overlap by Weight
Sector Drift (IVW minus PALC)
Overlapping Holdings
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| Company | Weight in IVW |
Weight in PALC |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 12.3% | 8.0% | 8.0% |
|
MICROSOFT CORP | 12.4% | 7.0% | 7.0% |
|
NVIDIA CORP | 11.0% | 6.9% | 6.9% |
|
META PLATFORMS INC | 4.1% | 4.5% | 4.1% |
|
AMAZON.COM INC | 4.3% | 4.1% | 4.1% |
Position Highlights (Non-Overlapping Exposures)
IVW Overweight Relative to PALC
|
MICROSOFT CORP | 5.3% |
|
APPLE INC | 4.3% |
|
NVIDIA CORP | 4.1% |
|
ALPHABET INC. CLASS A | 4.0% |
|
ALPHABET INC. CLASS C | 3.3% |
|
TESLA MOTORS INC | 2.6% |
|
ORACLE CORP | 0.9% |
|
UNITEDHEALTH GROUP INC | 0.8% |
|
HOME DEPOT INC | 0.5% |
|
MERCK & CO. INC. | 0.5% |
IVW Underweight Relative to PALC
|
BROADCOM INC. | -2.6% |
|
COSTCO WHOLESALE CORP | -2.4% |
|
JOHNSON & JOHNSON | -2.3% |
|
BERKSHIRE HATHAWAY INC-CL B | -2.1% |
|
JPMORGAN CHASE & CO | -1.4% |
|
GENERAL ELECTRIC COMPANY | -1.2% |
|
PROCTER & GAMBLE CO/THE | -1.2% |
|
ADOBE SYSTEMS INC | -1.2% |
|
MASTERCARD INCORPORATED CLASS A | -1.1% |
|
NETFLIX INC | -1.1% |