Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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86
Number of overlapping holdings
37.9%
% of IVW's 228 holdings also in SPMO
87.8%
% of SPMO's 98 holdings also in IVW
Overlap by Weight
Sector Drift (IVW minus SPMO)
Overlapping Holdings
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Company | Weight in IVW |
Weight in SPMO |
Overlap | |
---|---|---|---|---|
MICROSOFT CORP | 13.1% | 9.1% | 9.1% | |
APPLE INC | 10.6% | 8.6% | 8.6% | |
NVIDIA CORP | 8.3% | 9.1% | 8.3% | |
AMAZON.COM INC | 7.1% | 8.1% | 7.1% | |
META PLATFORMS INC | 4.7% | 9.3% | 4.7% |
Position Highlights (Non-Overlapping Exposures)
IVW Overweight Relative to SPMO
ALPHABET INC. CLASS A | 4.0% | |
MICROSOFT CORP | 4.0% | |
ALPHABET INC. CLASS C | 3.4% | |
APPLE INC | 2.0% | |
TESLA MOTORS INC | 1.8% | |
VISA INC. CLASS A | 1.2% | |
MASTERCARD INCORPORATED CLASS A | 1.2% | |
ORACLE CORP | 0.8% | |
UNITEDHEALTH GROUP INC | 0.8% | |
PROCTER & GAMBLE CO/THE | 0.6% |
IVW Underweight Relative to SPMO
META PLATFORMS INC | -4.6% | |
BERKSHIRE HATHAWAY INC-CL B | -3.9% | |
JPMORGAN CHASE & CO | -2.5% | |
ELI LILLY & CO | -2.4% | |
BROADCOM INC. | -2.4% | |
COSTCO WHOLESALE CORP | -1.5% | |
INTL BUSINESS MACHINES CORP | -1.1% | |
AMAZON.COM INC | -1.0% | |
WAL-MART STORES INC | -1.0% | |
GENERAL ELECTRIC COMPANY | -1.0% |