Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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25
Number of overlapping holdings
11.0%
% of IVW's 228 holdings also in USMC
59.5%
% of USMC's 43 holdings also in IVW
Overlap by Weight
Sector Drift (IVW minus USMC)
Overlapping Holdings
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Company | Weight in IVW |
Weight in USMC |
Overlap | |
---|---|---|---|---|
MICROSOFT CORP | 13.1% | 7.0% | 7.0% | |
APPLE INC | 10.6% | 6.1% | 6.1% | |
NVIDIA CORP | 8.3% | 5.3% | 5.3% | |
META PLATFORMS INC | 4.7% | 4.1% | 4.1% | |
ALPHABET INC. CLASS A | 4.0% | 3.3% | 3.3% |
Position Highlights (Non-Overlapping Exposures)
IVW Overweight Relative to USMC
MICROSOFT CORP | 6.1% | |
APPLE INC | 4.5% | |
AMAZON.COM INC | 4.2% | |
ALPHABET INC. CLASS C | 3.4% | |
NVIDIA CORP | 3.0% | |
NETFLIX INC | 1.1% | |
ADVANCED MICRO DEVICES | 1.0% | |
ORACLE CORP | 0.8% | |
INTUIT INC | 0.8% | |
ALPHABET INC. CLASS A | 0.7% |
IVW Underweight Relative to USMC
COSTCO WHOLESALE CORP | -3.1% | |
ACCENTURE PLC-CL A | -3.0% | |
ADOBE SYSTEMS INC | -2.9% | |
DANAHER CORP | -2.6% | |
EXXON MOBIL CORP | -2.3% | |
JPMORGAN CHASE & CO | -2.3% | |
MASTERCARD INCORPORATED CLASS A | -2.0% | |
BANK OF AMERICA CORP | -2.0% | |
ABBOTT LABORATORIES | -1.8% | |
VISA INC. CLASS A | -1.8% |