Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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79
Number of overlapping holdings
34.1%
% of IVW's 233 holdings also in PALC
43.6%
% of PALC's 181 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 | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 3.3% | 4.1% | 3.3% |
|
ORACLE CORP | 1.0% | 2.0% | 1.0% |
|
BOOKING HOLDINGS INC. | 0.6% | 1.3% | 0.6% |
|
PROCTER & GAMBLE CO/THE | 0.6% | 0.6% | 0.6% |
|
MASTERCARD INCORPORATED CLASS A | 1.1% | 0.5% | 0.5% |
Position Highlights (Non-Overlapping Exposures)
IVW Overweight Relative to PALC
|
APPLE INC | 12.4% |
|
NVIDIA CORP | 11.7% |
|
MICROSOFT CORP | 10.8% |
|
AMAZON.COM INC | 6.7% |
|
META PLATFORMS INC | 4.3% |
|
ALPHABET INC. CLASS A | 3.4% |
|
ALPHABET INC. CLASS C | 2.8% |
|
BROADCOM INC. | 2.6% |
|
ELI LILLY & CO | 2.2% |
|
NETFLIX INC | 1.3% |
IVW Underweight Relative to PALC
|
JPMORGAN CHASE & CO | -2.7% |
|
MCDONALD'S CORP | -2.4% |
|
PHILIP MORRIS INTERNATIONAL | -2.2% |
|
BANK OF AMERICA CORP | -2.0% |
|
GOLDMAN SACHS GROUP INC | -2.0% |
|
AMGEN INC | -1.5% |
|
LOWE'S COS INC | -1.5% |
|
WELLS FARGO & CO | -1.4% |
|
ALTRIA GROUP INC | -1.4% |
|
MORGAN STANLEY | -1.3% |