Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
354
Number of overlapping holdings
51.3%
% of STXV's 694 holdings also in IVE
80.6%
% of IVE's 442 holdings also in STXV
Overlap by Weight
Sector Drift (STXV minus IVE)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in STXV |
Weight in IVE |
Overlap | |
---|---|---|---|---|
JPMORGAN CHASE & CO | 3.7% | 2.8% | 2.8% | |
EXXON MOBIL CORP | 3.3% | 2.5% | 2.5% | |
JOHNSON & JOHNSON | 1.8% | 1.9% | 1.8% | |
CHEVRON CORP | 2.0% | 1.5% | 1.5% | |
BANK OF AMERICA CORP | 1.8% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
STXV Overweight Relative to IVE
JPMORGAN CHASE & CO | 0.9% | |
EXXON MOBIL CORP | 0.8% | |
PHILIP MORRIS INTERNATIONAL | 0.5% | |
CHEVRON CORP | 0.5% | |
BANK OF AMERICA CORP | 0.5% | |
CONOCOPHILLIPS | 0.4% | |
EOG RESOURCES, INC. | 0.4% | |
WELLS FARGO & CO | 0.4% | |
MARATHON PETROLEUM | 0.4% | |
CRH PLC | 0.4% |
STXV Underweight Relative to IVE
BERKSHIRE HATHAWAY INC-CL B | -2.5% | |
ABBOTT LABORATORIES | -0.8% | |
UNITEDHEALTH GROUP INC | -0.8% | |
DANAHER CORP | -0.8% | |
VISA INC. CLASS A | -0.8% | |
COSTCO WHOLESALE CORP | -0.7% | |
THERMO FISHER SCIENTIFIC INC | -0.7% | |
MASTERCARD INCORPORATED CLASS A | -0.6% | |
LINDE PLC | -0.5% | |
PROLOGIS INC | -0.5% |