Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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77

Number of overlapping holdings

33.5%

% of IVW's 231 holdings also in QUAL

62.6%

% of QUAL's 125 holdings also in IVW

Overlap by Weight
Sector Drift (IVW minus QUAL)
Overlapping Holdings

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Company Weight
in IVW
Weight
in QUAL
Overlap
NVIDIA CORP 11.8% 6.4% 6.4%
APPLE INC 11.3% 5.2% 5.2%
MICROSOFT CORP 12.7% 5.1% 5.1%
META PLATFORMS INC 4.1% 3.8% 3.8%
ELI LILLY & CO 2.7% 4.2% 2.7%

Position Highlights (Non-Overlapping Exposures)
IVW Overweight Relative to QUAL
MICROSOFT CORP 7.6%
AMAZON.COM INC 6.6%
APPLE INC 6.1%
NVIDIA CORP 5.4%
BROADCOM INC. 2.7%
ALPHABET INC. CLASS A 2.1%
TESLA MOTORS INC 1.9%
ALPHABET INC. CLASS C 1.7%
ADVANCED MICRO DEVICES 1.0%
SALESFORCE.COM INC 0.9%
IVW Underweight Relative to QUAL
VISA INC. CLASS A -3.1%
MASTERCARD INCORPORATED CLASS A -2.8%
JOHNSON & JOHNSON -2.2%
COSTCO WHOLESALE CORP -1.9%
UNITEDHEALTH GROUP INC -1.8%
NIKE INC -CL B -1.7%
TJX COMPANIES INC -1.7%
ELI LILLY & CO -1.6%
CISCO SYSTEMS INC -1.5%
CONOCOPHILLIPS -1.4%
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