Fund Overlap

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


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19

Number of overlapping holdings

8.0%

% of SCHG's 251 holdings also in IVSG

76.0%

% of IVSG's 25 holdings also in SCHG

Overlap by Weight
Sector Drift (SCHG minus IVSG)
Overlapping Holdings

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Company Weight
in SCHG
Weight
in IVSG
Overlap
MICROSOFT CORP 12.4% 11.1% 11.1%
APPLE INC 10.9% 7.2% 7.2%
NVIDIA CORP 7.9% 5.8% 5.8%
AMAZON.COM INC 6.5% 5.7% 5.7%
ALPHABET INC. CLASS A 3.5% 6.4% 3.5%

Position Highlights (Non-Overlapping Exposures)
SCHG Overweight Relative to IVSG
META PLATFORMS INC 4.4%
APPLE INC 3.7%
ALPHABET INC. CLASS C 2.9%
ELI LILLY & CO 2.5%
BROADCOM INC. 2.3%
TESLA MOTORS INC 2.2%
NVIDIA CORP 2.2%
COSTCO WHOLESALE CORP 1.3%
MICROSOFT CORP 1.3%
SALESFORCE.COM INC 1.2%
SCHG Underweight Relative to IVSG
TAKE-TWO INTERACTIVE SOFTWRE -5.0%
MONOLITHIC POWER SYSTEMS INC -4.0%
CHUBB LIMITED -4.0%
NETFLIX INC -3.7%
LOCKHEED MARTIN CORP -3.5%
MONSTER BEVERAGE CORPORATION -3.5%
O'REILLY AUTOMOTIVE INC -3.4%
DEERE & CO -3.0%
ALPHABET INC. CLASS A -2.9%
TRADE DESK, INC. CLASS A -2.7%
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