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

8.2%

% of SCHG's 246 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% 11.3% 11.3%
APPLE INC 13.8% 7.0% 7.0%
AMAZON.COM INC 5.2% 5.8% 5.2%
NVIDIA CORP 3.8% 5.6% 3.8%
ALPHABET INC. CLASS A 3.6% 6.2% 3.6%

Position Highlights (Non-Overlapping Exposures)
SCHG Overweight Relative to IVSG
APPLE INC 6.8%
ALPHABET INC. CLASS C 3.2%
TESLA MOTORS INC 2.9%
META PLATFORMS INC 2.6%
ELI LILLY & CO 1.6%
BROADCOM INC. 1.5%
COSTCO WHOLESALE CORP 1.3%
THERMO FISHER SCIENTIFIC INC 1.3%
MICROSOFT CORP 1.2%
SALESFORCE.COM INC 1.1%
SCHG Underweight Relative to IVSG
TAKE-TWO INTERACTIVE SOFTWRE -5.0%
MONOLITHIC POWER SYSTEMS INC -4.1%
CHUBB LIMITED -4.0%
NETFLIX INC -3.6%
LOCKHEED MARTIN CORP -3.5%
MONSTER BEVERAGE CORPORATION -3.4%
O'REILLY AUTOMOTIVE INC -3.3%
DEERE & CO -2.8%
TRADE DESK, INC. CLASS A -2.7%
ALPHABET INC. CLASS A -2.6%
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